Purchases and Sales Made in Q4 2023 in Hubspot Inc (HUBS)
This table provides information about the institutional ownership of Hubspot Inc (HUBS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 1.84% |
$4.52K - $6.48K
|
608
$424K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10+ 2.07% |
$4.11K - $5.89K
|
492
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 200.0% |
$4.11K - $5.89K
|
15
$10.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
10+ 0.71% |
$4.11K - $5.89K
|
1.41K
$983K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
9+ 900.0% |
$3.7K - $5.3K
|
10
$6.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8New |
$3.29K - $4.71K
|
8
$5.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 14.55% |
$3.29K - $4.71K
|
63
$43.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
8+ 2.87% |
$3.29K - $4.71K
|
287
$200K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
8New |
$3.29K - $4.71K
|
8
$5.58K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7New |
$2.88K - $4.12K
|
7
$4.88K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7New |
$2.88K - $4.12K
|
7
$4.88K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$2.88K - $4.12K
|
8.34K
$5.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7+ 0.57% |
$2.88K - $4.12K
|
1.23K
$861K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 24.0% |
$2.47K - $3.53K
|
31
$21.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 2.62% |
$2.47K - $3.53K
|
235
$164K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5+ 0.93% |
$2.05K - $2.95K
|
542
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
5New |
$2.05K - $2.95K
|
5
$3.49K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.79% |
$1.64K - $2.36K
|
513
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
4+ 0.29% |
$1.64K - $2.36K
|
1.38K
$965K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4+ 0.34% |
$1.64K - $2.36K
|
1.18K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
4New |
$1.64K - $2.36K
|
4
$2.79K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3New |
$1.23K - $1.77K
|
3
$2.09K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3New |
$1.23K - $1.77K
|
3
$2.09K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3New |
$1.23K - $1.77K
|
3
$2.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$822 - $1.18K
|
443
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.2% |
$822 - $1.18K
|
1.01K
$702K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 1.28% |
$822 - $1.18K
|
158
$110K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.0% |
$822 - $1.18K
|
89.6K
$62.5M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.89% |
$822 - $1.18K
|
226
$158K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 2.47% |
$822 - $1.18K
|
83
$57.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.89% |
$822 - $1.18K
|
226
$158K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 100.0% |
$822 - $1.18K
|
4
$2.79K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1+ 10.0% |
$411 - $589
|
11
$7.67K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1New |
$411 - $589
|
1
$697
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 33.33% |
$411 - $589
|
4
$2.79K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1New |
$411 - $589
|
1
$697
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1+ 1.92% |
$411 - $589
|
53
$37K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
BUY
|
- |
1+ 0.07% |
$411 - $589
|
1.48K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.12% |
$411 - $589
|
846
$590K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 12.5% |
$411 - $589
|
9
$6.28K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$411 - $589
|
1
$697
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$411 - $589
|
1
$697
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 2.22% |
$411 - $589
|
44
$30.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1- 0.2% |
$411 - $589
|
505
$352K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1- 0.03% |
$411 - $589
|
3.24K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 7.14% |
$411 - $589
|
13
$9.07K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.17% |
$411 - $589
|
590
$411K
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-1- 0.04% |
$411 - $589
|
2.46K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1- 0.03% |
$411 - $589
|
3.23K
$2.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2- 0.34% |
$822 - $1.18K
|
592
$413K
|