Purchases and Sales Made in Q2 2023 in Hubspot Inc (HUBS)
This table provides information about the institutional ownership of Hubspot Inc (HUBS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
71+ 8.69% |
$28.5K - $37.8K
|
888
$601K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
62+ 24.7% |
$24.9K - $33K
|
313
$212K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
62+ 0.51% |
$24.9K - $33K
|
12.2K
$8.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
62+ 0.51% |
$24.9K - $33K
|
12.2K
$8.24M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
60+ 1.78% |
$24.1K - $31.9K
|
3.44K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
56+ 9.49% |
$22.5K - $29.8K
|
646
$437K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
55New |
$22.1K - $29.3K
|
55
$37.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
54+ 7.88% |
$21.7K - $28.7K
|
739
$500K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
54+ 13.74% |
$21.7K - $28.7K
|
447
$303K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
50New |
$20.1K - $26.6K
|
50
$33.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
46+ 6.04% |
$18.5K - $24.5K
|
807
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
45+ 4.82% |
$18.1K - $23.9K
|
979
$663K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
45+ 14.15% |
$18.1K - $23.9K
|
363
$246K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
45+ 5.91% |
$18.1K - $23.9K
|
806
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
39New |
$15.7K - $20.8K
|
39
$26.4K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
32New |
$12.9K - $17K
|
32
$21.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
31+ 5.96% |
$12.5K - $16.5K
|
551
$373K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
30+ 0.49% |
$12.1K - $16K
|
6.18K
$4.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
28+ 0.02% |
$11.3K - $14.9K
|
178K
$121M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
27+ 5.45% |
$10.8K - $14.4K
|
522
$353K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
27New |
$10.8K - $14.4K
|
27
$18.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
27New |
$10.8K - $14.4K
|
27
$18.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
25+ 1250.0% |
$10K - $13.3K
|
27
$18.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
25New |
$10K - $13.3K
|
25
$16.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 9.19% |
$10K - $13.3K
|
297
$201K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
25New |
$10K - $13.3K
|
25
$16.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
24+ 5.8% |
$9.64K - $12.8K
|
438
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
24+ 4.08% |
$9.64K - $12.8K
|
612
$414K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
24+ 0.64% |
$9.64K - $12.8K
|
3.76K
$2.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
23+ 4.88% |
$9.24K - $12.2K
|
494
$334K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
23+ 60.53% |
$9.24K - $12.2K
|
61
$41.3K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
22+ 1.56% |
$8.84K - $11.7K
|
1.43K
$970K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
22+ 1.94% |
$8.84K - $11.7K
|
1.16K
$782K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
21New |
$8.44K - $11.2K
|
21
$14.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21+ 1.77% |
$8.44K - $11.2K
|
1.21K
$819K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20+ 4.77% |
$8.04K - $10.6K
|
439
$297K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
19New |
$7.64K - $10.1K
|
19
$12.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
18+ 3.05% |
$7.23K - $9.58K
|
609
$412K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
16+ 2.71% |
$6.43K - $8.51K
|
606
$410K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 187.5% |
$6.03K - $7.98K
|
23
$15.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 1.96% |
$6.03K - $7.98K
|
780
$528K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
13+ 0.82% |
$5.22K - $6.92K
|
1.6K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
11+ 0.84% |
$4.42K - $5.85K
|
1.32K
$896K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
11+ 0.83% |
$4.42K - $5.85K
|
1.34K
$905K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11New |
$4.42K - $5.85K
|
11
$7.45K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11+ 3.01% |
$4.42K - $5.85K
|
376
$255K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11+ 0.98% |
$4.42K - $5.85K
|
1.13K
$766K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 5.29% |
$4.02K - $5.32K
|
199
$135K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 1.43% |
$3.62K - $4.79K
|
637
$431K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
9+ 7.38% |
$3.62K - $4.79K
|
131
$88.7K
|