Purchases and Sales Made in Q1 2023 in Hubspot Inc (HUBS)
This table provides information about the institutional ownership of Hubspot Inc (HUBS) during Q1 2023. The information is specifically focused on institutions that hold shares of HUBSPOT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 133.33% |
$1.09K - $1.72K
|
7
$5.09K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4New |
$1.09K - $1.72K
|
4
$2.91K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
3+ 33.33% |
$817 - $1.29K
|
12
$8.72K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3New |
$817 - $1.29K
|
3
$2.18K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2New |
$544 - $858
|
2
$1.45K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
2+ 11.76% |
$544 - $858
|
19
$13.8K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 8.7% |
$544 - $858
|
25
$18.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.25% |
$544 - $858
|
812
$590K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1New |
$272 - $429
|
1
$726
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$272 - $429
|
1
$726
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1New |
$272 - $429
|
1
$726
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 25.0% |
$272 - $429
|
5
$3.63K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 3.7% |
$272 - $429
|
28
$20.3K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1+ 0.56% |
$272 - $429
|
179
$130K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2- 0.08% |
$544 - $858
|
2.39K
$1.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-2- 0.48% |
$544 - $858
|
414
$301K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2- 1.61% |
$544 - $858
|
122
$88.6K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3- 2.24% |
$817 - $1.29K
|
131
$95.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-4- 66.67% |
$1.09K - $1.72K
|
2
$1.45K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5- 3.4% |
$1.36K - $2.14K
|
142
$103K
|
|
|
May 15, 2023
Q1 2023
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-6- 0.04% |
$1.63K - $2.57K
|
16.8K
$12.2M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 5.0% |
$1.91K - $3K
|
133
$96.6K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7Closed |
$1.91K - $3K
|
0
$0
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-7- 3.03% |
$1.91K - $3K
|
224
$163K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7- 1.05% |
$1.91K - $3K
|
658
$478K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 16.67% |
$2.18K - $3.43K
|
40
$29.1K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-10- 76.92% |
$2.72K - $4.29K
|
3
$2.18K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 39.29% |
$2.99K - $4.72K
|
17
$12.3K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-11- 6.59% |
$2.99K - $4.72K
|
156
$113K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-16- 30.77% |
$4.36K - $6.86K
|
36
$26.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-16- 11.11% |
$4.36K - $6.86K
|
128
$93K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17- 1.1% |
$4.63K - $7.29K
|
1.53K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-17- 1.97% |
$4.63K - $7.29K
|
845
$614K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-19- 57.58% |
$5.17K - $8.15K
|
14
$10.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-19- 95.0% |
$5.17K - $8.15K
|
1
$726
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-20- 2.82% |
$5.44K - $8.58K
|
689
$501K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-23- 23.23% |
$6.26K - $9.86K
|
76
$55.2K
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-24- 2.65% |
$6.53K - $10.3K
|
880
$639K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-25- 2.1% |
$6.81K - $10.7K
|
1.17K
$848K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-27- 7.01% |
$7.35K - $11.6K
|
358
$260K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-30- 2.7% |
$8.17K - $12.9K
|
1.08K
$786K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-33- 21.29% |
$8.98K - $14.1K
|
122
$88.6K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-33- 5.56% |
$8.98K - $14.1K
|
561
$408K
|
|
|
Apr 24, 2023
Q1 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-34- 2.88% |
$9.26K - $14.6K
|
1.15K
$834K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-36- 94.74% |
$9.8K - $15.4K
|
2
$1.45K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-40- 9.24% |
$10.9K - $17.2K
|
393
$285K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-45- 0.38% |
$12.3K - $19.3K
|
11.9K
$8.62M
|