Institutional Ownership Healthstream Inc (HSTM)
This table provides information about the institutional ownership of Healthstream Inc (HSTM). We have compiled data on the 207 institutions that hold shares in the stock, with a total of 21.4 Million shares, which have been reported (via 13F filing form) to have a value of $672 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
414
shares
|
$13,090
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
388
shares
|
$12,268
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
364
shares
|
$11,509
0.0% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
350
shares
|
$11,067
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
319
shares
|
$10,086
0.0% of portfolio
|
Q3 2024
Added 18.59%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
250
shares
|
$7,905
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
247
shares
|
$7,810
0.0% of portfolio
|
Q2 2024
Added 64.67%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
177
shares
|
$5,596
0.0% of portfolio
|
Q2 2024
Added 15.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
140
shares
|
$4,426
0.0% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
131
shares
|
$4,142
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
126
shares
|
$3,984
0.0% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
85
shares
|
$2,687
0.0% of portfolio
|
Q4 2023
Added 49.12%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
84
shares
|
$2,656
0.0% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
75
shares
|
$2,371
0.0% of portfolio
|
Q3 2024
Reduced 55.36%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
74
shares
|
$2,339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
61
shares
|
$1,928
0.0% of portfolio
|
Q3 2024
Added 205.0%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
59
shares
|
$1,865
0.0% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
50
shares
|
$1,581
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
45
shares
|
$1,422
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
42
shares
|
$1,328
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
41
shares
|
$1,296
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
24
shares
|
$758
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
23
shares
|
$727
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
16
shares
|
$505
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
14
shares
|
$442
0.0% of portfolio
|
Q2 2022
Reduced 83.33%
|