Latest Institutional Transactions on Healthstream Inc (HSTM)
This table provides information on the latest institutional transactions involving Healthstream Inc (HSTM) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-258- 96.63% |
$5.38K - $6.37K
|
9
$296
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16New |
$334 - $395
|
16
$526
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
42New |
$877 - $1.04K
|
42
$1.38K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.11K- 48.62% |
$40.1K - $45.9K
|
2.23K
$73.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.8KNew |
$301K - $344K
|
15.8K
$521K
|
|
|
Aug 15, 2022
Q2 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-275- 1.61% |
$5.23K - $5.97K
|
16.8K
$552K
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3Closed |
$57 - $65.1
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Trigran Investments, Inc.
|
SELL
|
- |
-50.9KClosed |
$967K - $1.11M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
9.67KNew |
$184K - $210K
|
9.67K
$318K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
45+ 0.26% |
$855 - $977
|
17.4K
$571K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1KNew |
$19K - $21.7K
|
1K
$32.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-70- 83.33% |
$1.33K - $1.52K
|
14
$460
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.92KClosed |
$93.4K - $130K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-10.8KClosed |
$205K - $285K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-67.5KClosed |
$1.28M - $1.78M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
250New |
$4.74K - $6.61K
|
250
$8.22K
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 28.01% |
$3.79K - $5.29K
|
514
$16.9K
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-7KClosed |
$133K - $185K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
41New |
$778 - $1.08K
|
41
$1.35K
|
|
|
May 05, 2022
Q1 2022
|
Royce & Associates LP
|
SELL
|
- |
-13.4KClosed |
$254K - $354K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-270Closed |
$5.12K - $7.14K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-8.35KClosed |
$158K - $221K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-193KClosed |
$4.49M - $5.65M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-7.84KClosed |
$182K - $229K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-62Closed |
$1.44K - $1.81K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-115Closed |
$2.67K - $3.36K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-200Closed |
$4.64K - $5.85K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Aigen Investment Management, LP
|
SELL
|
- |
-9.13KClosed |
$252K - $279K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-12.9KClosed |
$356K - $395K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-18.9KClosed |
$522K - $579K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
574New |
$15.8K - $17.6K
|
574
$18.9K
|
|
| Q2 2021 | |||||||
|
Nov 08, 2023
Q2 2021
|
Eversept Partners, LP
New York, NY |
BUY
|
- |
77.8KNew |
$1.68M - $2.2M
|
77.8K
$2.56M
|
|
|
Aug 16, 2021
Q2 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-14.7KClosed |
$318K - $415K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
100+ 263.16% |
$2.16K - $2.82K
|
138
$4.54K
|
|
|
Jul 30, 2021
Q2 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
4.4K+ 7.02% |
$95.2K - $124K
|
67.1K
$2.21M
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Mackay Shields LLC
|
SELL
|
- |
-10.3KClosed |
$231K - $262K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-2.18KClosed |
$48.6K - $55.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-9.45KClosed |
$211K - $240K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-141KClosed |
$3.15M - $3.58M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Performa LTD (Us), LLC
|
SELL
|
- |
-50Closed |
$1.12K - $1.27K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-3KClosed |
$67K - $76.1K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.62KClosed |
$58.5K - $66.4K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.1KClosed |
$314K - $356K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-458Closed |
$10.2K - $11.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-21Closed |
$382 - $462
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-100Closed |
$1.82K - $2.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-383Closed |
$6.96K - $8.43K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-12.7KClosed |
$230K - $279K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-76.3KClosed |
$1.39M - $1.68M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Winton Group LTD
London, X0 |
SELL
|
- |
-39.1KClosed |
$711K - $860K
|
0
$0
|
|