Latest Institutional Transactions on Streamline Health Solutions Inc. (STRM)
This table provides information on the latest institutional transactions involving Streamline Health Solutions Inc. (STRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.48K- 12.58% |
$5.69K - $8.42K
|
31.1K
$95.5K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.5K- 43.75% |
$28K - $39.5K
|
22.5K
$69.1K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.8K- 39.91% |
$17.2K - $24.4K
|
16.2K
$49.8K
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
31.1KNew |
$49.7K - $70.3K
|
31.1K
$95.4K
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1- -0.0% |
$1.6 - $2.26
|
28.8K
$88.3K
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.75K- 3.61% |
$6K - $8.48K
|
100K
$307K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
11.6KNew |
$13.6K - $23.6K
|
11.6K
$35.7K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Tamarack Advisers, LP
Carlsbad, CA |
BUY
|
- |
4.93MNew |
$5.67M - $8.48M
|
4.93M
$15.1M
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.6KNew |
$12.2K - $18.2K
|
10.6K
$32.5K
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
29KNew |
$33.4K - $49.9K
|
29K
$89.1K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
5K+ 25.0% |
$5.25K - $8.15K
|
25K
$76.8K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.5KNew |
$1.58K - $2.45K
|
1.5K
$4.61K
|
|
Aug 12, 2022
Q2 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.6KNew |
$1.68K - $2.61K
|
1.6K
$4.91K
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-90.8KClosed |
$95.4K - $148K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-250Closed |
$263 - $408
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Roumell Asset Management, LLC
Chevy Chase, MD |
SELL
|
- |
-425KClosed |
$548K - $778K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
10KNew |
$12.9K - $18.3K
|
10K
$30.7K
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-94.7K- 70.15% |
$126K - $172K
|
40.3K
$124K
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-38.1KClosed |
$50.7K - $69.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-62.5KClosed |
$83.2K - $114K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-276KClosed |
$368K - $503K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.39KClosed |
$2.02K - $2.51K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-225Closed |
$326 - $405
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Endurant Capital Management LP
San Mateo, CA |
SELL
|
- |
-388KClosed |
$656K - $882K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-309KClosed |
$523K - $702K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-270KClosed |
$456K - $613K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-145KClosed |
$245K - $329K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-28.6KClosed |
$48.3K - $64.9K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-30K- 33.33% |
$50.7K - $68.1K
|
60K
$184K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-49.1KClosed |
$78.6K - $114K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Nantahala Capital Management, LLC
New Canaan, CT |
SELL
|
- |
-2.75MClosed |
$4.41M - $6.42M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-10.1KClosed |
$16.2K - $23.6K
|
0
$0
|
|
Q3 2020 | |||||||
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 1.96% |
$238 - $346
|
10K
$30.7K
|
|
Nov 12, 2020
Q3 2020
|
Weil Company, Inc.
|
SELL
|
- |
-47.7KClosed |
$56.8K - $82.5K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-33KClosed |
$39.3K - $57.1K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1KClosed |
$1.19K - $1.73K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
High Mark Wealth Management LLC
|
SELL
|
- |
-10K- 81.97% |
$11.9K - $17.3K
|
2.2K
$6.75K
|
|
Q2 2020 | |||||||
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-5.01KClosed |
$3.6K - $6.76K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.87KClosed |
$1.1K - $2.71K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Great Point Partners LLC
Greenwich, CT |
SELL
|
- |
-130KClosed |
$124K - $182K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-4.57KClosed |
$4.02K - $5.85K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-33.1KClosed |
$29.2K - $42.4K
|
0
$0
|
|
May 01, 2019
Q1 2019
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-66.8KClosed |
$58.8K - $85.5K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
First Light Asset Management, LLC
Edina, MN |
SELL
|
- |
-39.7KClosed |
$27.4K - $48.8K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Barclays PLC
London, X0 |
SELL
|
- |
-12Closed |
$15.6 - $20.6
|
0
$0
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-43.5KClosed |
$68.7K - $82.2K
|
0
$0
|
|
Apr 23, 2018
Q1 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-500Closed |
$790 - $945
|
0
$0
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-41KClosed |
$39.8K - $63.1K
|
0
$0
|
|
Nov 07, 2017
Q3 2017
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-612Closed |
$594 - $942
|
0
$0
|