Latest Institutional Transactions on Hubspot Inc (HUBS)
This table provides information on the latest institutional transactions involving Hubspot Inc (HUBS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5+ 2.18% |
$2.34K - $2.9K
|
234
$131K
|
|
Nov 13, 2023
Q3 2023
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1KNew |
$468K - $581K
|
1K
$561K
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
440New |
$206K - $255K
|
440
$247K
|
|
Nov 13, 2023
Q3 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$5.95M - $7.38M
|
12.7K
$7.13M
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
775+ 19.14% |
$363K - $450K
|
4.83K
$2.71M
|
|
Nov 09, 2023
Q3 2023
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
7.53KNew |
$3.53M - $4.37M
|
7.53K
$4.22M
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-400- 26.67% |
$187K - $232K
|
1.1K
$617K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1- 0.07% |
$468 - $581
|
1.34K
$749K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.33KNew |
$625K - $774K
|
1.33K
$748K
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
10.1K+ 29.34% |
$4.73M - $5.87M
|
44.6K
$25M
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-177- 12.54% |
$82.9K - $103K
|
1.23K
$692K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-26- 1.19% |
$12.2K - $15.1K
|
2.15K
$1.21M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-28.6K- 63.33% |
$13.4M - $16.6M
|
16.6K
$9.3M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
14New |
$6.56K - $8.13K
|
14
$7.85K
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
21New |
$9.83K - $12.2K
|
21
$11.8K
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
1New |
$468 - $581
|
1
$561
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-603- 55.12% |
$282K - $350K
|
491
$275K
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
- |
-1.4K- 42.42% |
$656K - $813K
|
1.9K
$1.07M
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
18+ 13.64% |
$8.43K - $10.4K
|
150
$84.1K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
314+ 19.99% |
$147K - $182K
|
1.89K
$1.06M
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.05K- 60.18% |
$493K - $611K
|
696
$390K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
782+ 58.89% |
$366K - $454K
|
2.11K
$1.18M
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1New |
$468 - $581
|
1
$561
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$3.75K - $4.64K
|
8
$4.49K
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
25+ 20.0% |
$11.7K - $14.5K
|
150
$84.1K
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
127+ 12.52% |
$59.5K - $73.7K
|
1.14K
$640K
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
89+ 20.94% |
$41.7K - $51.7K
|
514
$288K
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
55+ 0.97% |
$25.8K - $31.9K
|
5.75K
$3.22M
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.03KNew |
$1.89M - $2.34M
|
4.03K
$2.26M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2New |
$936 - $1.16K
|
2
$1.12K
|
|
Q2 2023 | |||||||
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-63.5KClosed |
$25.5M - $33.8M
|
0
$0
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5New |
$2.01K - $2.66K
|
5
$2.8K
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
62+ 0.51% |
$24.9K - $33K
|
12.2K
$6.83M
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
21New |
$8.44K - $11.2K
|
21
$11.8K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
19New |
$7.64K - $10.1K
|
19
$10.7K
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
100+ 3.6% |
$40.2K - $53.2K
|
2.88K
$1.61M
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
680New |
$273K - $362K
|
680
$381K
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
100+ 1000.0% |
$40.2K - $53.2K
|
110
$61.7K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-561- 19.83% |
$225K - $299K
|
2.27K
$1.27M
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-7K- 41.18% |
$2.81M - $3.72M
|
10K
$5.61M
|
|
Aug 14, 2023
Q2 2023
|
Jat Capital Mgmt LP
Greenwich, CT |
SELL
|
- |
-15.2K- 91.84% |
$6.13M - $8.11M
|
1.35K
$759K
|
|
Aug 14, 2023
Q2 2023
|
Kcl Capital, L.P.
New York, NY |
BUY
|
- |
15K+ 100.0% |
$6.03M - $7.98M
|
30K
$16.8M
|
|
Aug 14, 2023
Q2 2023
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
7KNew |
$2.81M - $3.72M
|
7K
$3.93M
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Peak Management LLC
Radnor, PA |
SELL
|
- |
-550- 21.57% |
$221K - $293K
|
2K
$1.12M
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
750New |
$301K - $399K
|
750
$421K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-60- 8.73% |
$24.1K - $31.9K
|
627
$352K
|
|
Aug 11, 2023
Q2 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-7.04KClosed |
$2.83M - $3.75M
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.88KNew |
$757K - $1M
|
1.88K
$1.06M
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
104New |
$41.8K - $55.3K
|
104
$58.3K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.18K+ 38.81% |
$2.48M - $3.29M
|
22.1K
$12.4M
|