Purchases and Sales Made in Q2 2024 in Hubspot Inc (HUBS)
This table provides information about the institutional ownership of Hubspot Inc (HUBS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13+ 1.78% |
$7.24K - $8.87K
|
744
$425K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 25.0% |
$7.24K - $8.87K
|
65
$37.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13New |
$7.24K - $8.87K
|
13
$7.43K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 216.67% |
$7.24K - $8.87K
|
19
$10.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
13+ 1.78% |
$7.24K - $8.87K
|
744
$425K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
12+ 10.62% |
$6.69K - $8.18K
|
125
$71.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
12+ 0.32% |
$6.69K - $8.18K
|
3.82K
$2.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
11+ 91.67% |
$6.13K - $7.5K
|
23
$13.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11New |
$6.13K - $7.5K
|
11
$6.28K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 68.75% |
$6.13K - $7.5K
|
27
$15.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
11+ 0.28% |
$6.13K - $7.5K
|
3.89K
$2.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
10+ 0.13% |
$5.57K - $6.82K
|
7.89K
$4.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 1.59% |
$5.57K - $6.82K
|
637
$364K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
7+ 1.12% |
$3.9K - $4.77K
|
633
$362K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 85.71% |
$3.34K - $4.09K
|
13
$7.43K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6+ 0.47% |
$3.34K - $4.09K
|
1.28K
$728K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6+ 1.33% |
$3.34K - $4.09K
|
457
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
6+ 0.43% |
$3.34K - $4.09K
|
1.4K
$797K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6New |
$3.34K - $4.09K
|
6
$3.43K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 7.14% |
$3.34K - $4.09K
|
90
$51.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 3.25% |
$2.79K - $3.41K
|
159
$90.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
5New |
$2.79K - $3.41K
|
5
$2.86K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
5New |
$2.79K - $3.41K
|
5
$2.86K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5+ 50.0% |
$2.79K - $3.41K
|
15
$8.57K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
4+ 0.28% |
$2.23K - $2.73K
|
1.43K
$818K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4+ 14.81% |
$2.23K - $2.73K
|
31
$17.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4+ 1.11% |
$2.23K - $2.73K
|
364
$208K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 17.65% |
$1.67K - $2.05K
|
20
$11.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3New |
$1.67K - $2.05K
|
3
$1.71K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
3+ 0.48% |
$1.67K - $2.05K
|
628
$359K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 2.97% |
$1.67K - $2.05K
|
104
$59.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
2+ 0.11% |
$1.11K - $1.36K
|
1.8K
$1.03M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2New |
$1.11K - $1.36K
|
2
$1.14K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 7.41% |
$1.11K - $1.36K
|
29
$16.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 66.67% |
$1.11K - $1.36K
|
5
$2.86K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 12.5% |
$1.11K - $1.36K
|
18
$10.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2+ 0.35% |
$1.11K - $1.36K
|
573
$327K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 8.7% |
$1.11K - $1.36K
|
25
$14.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 4.44% |
$1.11K - $1.36K
|
47
$26.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 200.0% |
$1.11K - $1.36K
|
3
$1.71K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1+ 1.85% |
$557 - $682
|
55
$31.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 1.52% |
$557 - $682
|
67
$38.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 5.26% |
$557 - $682
|
20
$11.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1New |
$557 - $682
|
1
$571
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1New |
$557 - $682
|
1
$571
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.14% |
$557 - $682
|
714
$408K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1New |
$557 - $682
|
1
$571
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1- 0.07% |
$557 - $682
|
1.42K
$811K
|