Purchases and Sales Made in Q1 2024 in Hubspot Inc (HUBS)
This table provides information about the institutional ownership of Hubspot Inc (HUBS) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 0.65% |
$530 - $647
|
154
$85K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- -0.0% |
$530 - $647
|
89.6K
$49.5M
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1- 9.09% |
$530 - $647
|
10
$5.52K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 9.09% |
$530 - $647
|
10
$5.52K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1- 5.56% |
$530 - $647
|
17
$9.39K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.11% |
$1.06K - $1.29K
|
1.76K
$974K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 40.0% |
$1.06K - $1.29K
|
3
$1.66K
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2- 0.58% |
$1.06K - $1.29K
|
345
$190K
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 8.0% |
$1.06K - $1.29K
|
23
$12.7K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3- 0.17% |
$1.59K - $1.94K
|
1.75K
$965K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 1.16% |
$2.12K - $2.59K
|
342
$189K
|
|
May 15, 2024
Q1 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-4- 0.37% |
$2.12K - $2.59K
|
1.09K
$600K
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-6- 1.17% |
$3.18K - $3.88K
|
507
$280K
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-7- 0.85% |
$3.71K - $4.53K
|
820
$453K
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-7- 0.92% |
$3.71K - $4.53K
|
753
$416K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-8- 1.38% |
$4.24K - $5.17K
|
571
$315K
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-8- 11.76% |
$4.24K - $5.17K
|
60
$33.1K
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-8- 1.02% |
$4.24K - $5.17K
|
777
$429K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 4.02% |
$4.77K - $5.82K
|
215
$119K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9- 0.69% |
$4.77K - $5.82K
|
1.3K
$715K
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-10- 1.52% |
$5.3K - $6.47K
|
646
$357K
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-10- 37.04% |
$5.3K - $6.47K
|
17
$9.39K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 5.03% |
$5.3K - $6.47K
|
189
$104K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-10- 6.33% |
$5.3K - $6.47K
|
148
$81.7K
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-11- 0.38% |
$5.83K - $7.11K
|
2.87K
$1.58M
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-11- 0.91% |
$5.83K - $7.11K
|
1.19K
$659K
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-12- 1.08% |
$6.36K - $7.76K
|
1.09K
$604K
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-13- 0.56% |
$6.89K - $8.41K
|
2.3K
$1.27M
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-14- 4.01% |
$7.42K - $9.05K
|
335
$185K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 2.3% |
$7.42K - $9.05K
|
594
$328K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-14- 46.67% |
$7.42K - $9.05K
|
16
$8.83K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-14- 77.78% |
$7.42K - $9.05K
|
4
$2.21K
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-15- 0.99% |
$7.95K - $9.7K
|
1.51K
$832K
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-16- 4.56% |
$8.48K - $10.3K
|
335
$185K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-17- 8.99% |
$9.01K - $11K
|
172
$95K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17- 1.97% |
$9.01K - $11K
|
847
$468K
|
|
May 13, 2024
Q1 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-18- 0.35% |
$9.54K - $11.6K
|
5.19K
$2.86M
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-19- 5.01% |
$10.1K - $12.3K
|
360
$199K
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-20- 4.94% |
$10.6K - $12.9K
|
385
$213K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-20- 62.5% |
$10.6K - $12.9K
|
12
$6.63K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21- 2.37% |
$11.1K - $13.6K
|
865
$478K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-23- 46.0% |
$12.2K - $14.9K
|
27
$14.9K
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-24- 2.69% |
$12.7K - $15.5K
|
869
$480K
|
|
Apr 10, 2024
Q1 2024
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-25- 1.02% |
$13.3K - $16.2K
|
2.44K
$1.35M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26- 0.72% |
$13.8K - $16.8K
|
3.58K
$1.98M
|
|
Apr 12, 2024
Q1 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-30- 31.25% |
$15.9K - $19.4K
|
66
$36.4K
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-31- 8.24% |
$16.4K - $20K
|
345
$190K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-31- 0.36% |
$16.4K - $20K
|
8.54K
$4.71M
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-32- 4.75% |
$17K - $20.7K
|
642
$354K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-33- 4.62% |
$17.5K - $21.3K
|
681
$376K
|