Latest Institutional Transactions on Health Catalyst, Inc. (HCAT)
This table provides information on the latest institutional transactions involving Health Catalyst, Inc. (HCAT) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.93K- 65.18% |
$10.6K - $16.1K
|
2.1K
$4.77K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-85- 0.59% |
$230 - $348
|
14.3K
$32.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.58KNew |
$12.4K - $18.7K
|
4.58K
$10.4K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
146K+ 88.34% |
$393K - $595K
|
310K
$704K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
162New |
$437 - $663
|
162
$368
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 105.61% |
$4.73K - $7.16K
|
3.41K
$7.73K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
243+ 2430.0% |
$656 - $994
|
253
$574
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-94.5K- 55.17% |
$255K - $386K
|
76.7K
$174K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
20KNew |
$54K - $81.8K
|
20K
$45.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
300New |
$810 - $1.23K
|
300
$681
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-9.23K- 41.7% |
$24.9K - $37.7K
|
12.9K
$29.3K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-161K- 96.53% |
$575K - $726K
|
5.78K
$13.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
82.3K+ 93.77% |
$295K - $372K
|
170K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
115K+ 68.37% |
$410K - $518K
|
282K
$641K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-19.4K- 43.4% |
$69.5K - $87.7K
|
25.3K
$57.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
29.9K+ 43.05% |
$107K - $135K
|
99.2K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
7.12K+ 9.47% |
$25.5K - $32.2K
|
82.3K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-37.6K- 25.41% |
$135K - $170K
|
110K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-21.8K- 22.88% |
$78.1K - $98.6K
|
73.6K
$167K
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-42.8K- 63.85% |
$153K - $194K
|
24.2K
$55K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-41.2K- 65.54% |
$148K - $186K
|
21.7K
$49.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.99K- 6.84% |
$21.4K - $27.1K
|
81.5K
$185K
|
|
|
Aug 14, 2025
Q2 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-3.11K- 0.89% |
$11.1K - $14K
|
346K
$786K
|
|
|
Aug 14, 2025
Q2 2025
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
2.03M+ 118.84% |
$7.25M - $9.16M
|
3.73M
$8.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.1K+ 9.73% |
$21.8K - $27.6K
|
68.8K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-105K- 64.6% |
$375K - $474K
|
57.4K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-223- 0.07% |
$798 - $1.01K
|
308K
$700K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
70New |
$251 - $316
|
70
$159
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-27.4K- 5.52% |
$98.1K - $124K
|
469K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
297New |
$1.06K - $1.34K
|
297
$674
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-59- 64.84% |
$211 - $267
|
32
$72.6
|
|
|
Aug 13, 2025
Q2 2025
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
663K+ 50.36% |
$2.37M - $3M
|
1.98M
$4.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-37.5K- 31.68% |
$134K - $170K
|
81K
$184K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.2KNew |
$65K - $82.1K
|
18.2K
$41.2K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.08K- 5.22% |
$3.85K - $4.86K
|
19.5K
$44.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.24K+ 34.01% |
$4.44K - $5.61K
|
4.89K
$11.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
527+ 9.39% |
$1.89K - $2.38K
|
6.14K
$13.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
377+ 1.41% |
$1.35K - $1.7K
|
27.1K
$61.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-467K- 79.06% |
$1.67M - $2.11M
|
124K
$281K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
23.8KNew |
$85.1K - $107K
|
23.8K
$54K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 6.67% |
$3.58 - $4.52
|
14
$31.8
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
3.85K+ 1.25% |
$13.8K - $17.4K
|
311K
$707K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
62.8KNew |
$225K - $284K
|
62.8K
$143K
|
|
|
Aug 07, 2025
Q2 2025
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-95.8K- 41.68% |
$343K - $433K
|
134K
$304K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.81K+ 9.7% |
$13.6K - $17.2K
|
43.1K
$97.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
15.5KNew |
$55.5K - $70.1K
|
15.5K
$35.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
11KNew |
$39.4K - $49.7K
|
11K
$25K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
27.6K+ 36.33% |
$98.7K - $125K
|
103K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.25K+ 9.59% |
$4.46K - $5.64K
|
14.3K
$32.4K
|
|