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 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $714 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
279
shares
|
$8,936
0.0% of portfolio
|
Q4 2024
Added 272.0%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
250
shares
|
$8,007
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
247
shares
|
$7,911
0.0% of portfolio
|
Q2 2024
Added 64.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
231
shares
|
$7,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
213
shares
|
$6,822
0.0% of portfolio
|
Q4 2024
Reduced 62.03%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
190
shares
|
$6,085
0.0% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
154
shares
|
$4,932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
150
shares
|
$4,804
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
150
shares
|
$4,804
0.0% of portfolio
|
Q4 2024
Added 19.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
140
shares
|
$4,484
0.0% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
76
shares
|
$2,434
0.0% of portfolio
|
Q4 2024
Added 52.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
74
shares
|
$2,370
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
61
shares
|
$1,953
0.0% of portfolio
|
Q3 2024
Added 205.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
61
shares
|
$1,953
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
59
shares
|
$1,889
0.0% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
53
shares
|
$1,697
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
47
shares
|
$1,505
0.0% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
42
shares
|
$1,345
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
41
shares
|
$1,313
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
27
shares
|
$864
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
25
shares
|
$800
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
24
shares
|
$768
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
16
shares
|
$512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
16
shares
|
$512
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
14
shares
|
$448
0.0% of portfolio
|
Q2 2022
Reduced 83.33%
|