Purchases and Sales Made in Q1 2025 in Healthstream Inc (HSTM)
This table provides information about the institutional ownership of Healthstream Inc (HSTM) during Q1 2025. The information is specifically focused on institutions that hold shares of HEALTHSTREAM INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
5.02KNew |
$155K - $170K
|
5.02K
$133K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.61K+ 9.64% |
$143K - $157K
|
52.4K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.16K+ 2.49% |
$97.7K - $107K
|
130K
$3.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.15K+ 84.07% |
$97.5K - $107K
|
6.9K
$183K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.4K+ 7.25% |
$74.3K - $81.6K
|
35.5K
$942K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.33K+ 5.61% |
$72.1K - $79.2K
|
43.9K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.14K+ 22.87% |
$66.4K - $72.9K
|
11.5K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.74K+ 16.71% |
$53.9K - $59.1K
|
12.2K
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.58K+ 9.28% |
$49K - $53.8K
|
18.6K
$495K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.45K+ 6.72% |
$45K - $49.4K
|
23.1K
$612K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.45KNew |
$44.8K - $49.3K
|
1.45K
$38.4K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.31K+ 7.48% |
$40.7K - $44.7K
|
18.9K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.27K+ 6.74% |
$39.2K - $43.1K
|
20.1K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.05K+ 1.06% |
$32.4K - $35.6K
|
99.5K
$2.64M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.01K+ 62.54% |
$31.3K - $34.3K
|
2.63K
$69.6K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
527+ 99.62% |
$16.3K - $17.9K
|
1.06K
$28K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
505+ 237.09% |
$15.6K - $17.2K
|
718
$19K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
474New |
$14.7K - $16.1K
|
474
$12.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
441+ 5.05% |
$13.6K - $15K
|
9.17K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
336+ 2.52% |
$10.4K - $11.4K
|
13.7K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
318+ 212.0% |
$9.84K - $10.8K
|
468
$12.4K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
305New |
$9.44K - $10.4K
|
305
$8.09K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
283+ 1.17% |
$8.76K - $9.62K
|
24.6K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
236+ 50.32% |
$7.3K - $8.02K
|
705
$18.7K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
230+ 2.38% |
$7.12K - $7.82K
|
9.89K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
228New |
$7.06K - $7.75K
|
228
$6.05K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
173New |
$5.35K - $5.88K
|
173
$4.59K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
163New |
$5.04K - $5.54K
|
163
$4.32K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
116+ 892.31% |
$3.59K - $3.94K
|
129
$3.42K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
106+ 4.39% |
$3.28K - $3.6K
|
2.52K
$66.9K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.62% |
$3.1K - $3.4K
|
16.2K
$429K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
88+ 1.88% |
$2.72K - $2.99K
|
4.78K
$127K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
84+ 54.55% |
$2.6K - $2.86K
|
238
$6.31K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
75New |
$2.32K - $2.55K
|
75
$1.99K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
65+ 4.49% |
$2.01K - $2.21K
|
1.51K
$40.2K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
63+ 0.58% |
$1.95K - $2.14K
|
10.9K
$288K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
60+ 0.5% |
$1.86K - $2.04K
|
12.1K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
59+ 96.72% |
$1.83K - $2.01K
|
120
$3.18K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
47+ 88.68% |
$1.45K - $1.6K
|
100
$2.65K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
47+ 940.0% |
$1.45K - $1.6K
|
52
$1.38K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
42+ 71.19% |
$1.3K - $1.43K
|
101
$2.68K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
38+ 25.33% |
$1.18K - $1.29K
|
188
$4.99K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 96.3% |
$805 - $884
|
53
$1.41K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 100.0% |
$774 - $850
|
50
$1.33K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23New |
$712 - $782
|
23
$610
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
21+ 700.0% |
$650 - $714
|
24
$636
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
17New |
$526 - $578
|
17
$451
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 4.52% |
$526 - $578
|
393
$10.4K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 107.14% |
$464 - $510
|
29
$769
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
14+ 0.02% |
$433 - $476
|
83K
$2.2M
|