Institutional Ownership Health Catalyst, Inc. (HCAT)
This table provides information about the institutional ownership of Health Catalyst, Inc. (HCAT). We have compiled data on the 171 institutions that hold shares in the stock, with a total of 47.8 Million shares, which have been reported (via 13F filing form) to have a value of $264 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
190
shares
|
$1,069
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
175
shares
|
$985
0.0% of portfolio
|
Q2 2024
Added 146.48%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
150
shares
|
$844
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
136
shares
|
$765
0.0% of portfolio
|
Q3 2024
Added 88.89%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
128
shares
|
$720
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
113
shares
|
$636
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
60
shares
|
$337
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
43
shares
|
$242
0.0% of portfolio
|
Q4 2021
Reduced 4.44%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
38
shares
|
$213
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
18
shares
|
$101
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
15
shares
|
$84
0.0% of portfolio
|
Q1 2024
Added 7.14%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
14
shares
|
$78
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1
shares
|
$5
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|