Purchases and Sales Made in Q1 2024 in Hubspot Inc (HUBS)
This table provides information about the institutional ownership of Hubspot Inc (HUBS) during Q1 2024. The information is specifically focused on institutions that hold shares of HUBSPOT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
11New |
$5.83K - $7.11K
|
11
$7.96K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$5.3K - $6.47K
|
8.35K
$6.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10+ 2.49% |
$5.3K - $6.47K
|
412
$298K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 2.01% |
$5.3K - $6.47K
|
508
$368K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
10+ 37.04% |
$5.3K - $6.47K
|
37
$26.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$5.3K - $6.47K
|
10
$7.24K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
10+ 0.71% |
$5.3K - $6.47K
|
1.42K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
10+ 2.05% |
$5.3K - $6.47K
|
498
$361K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 2.61% |
$4.77K - $5.82K
|
354
$256K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8New |
$4.24K - $5.17K
|
8
$5.79K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 0.68% |
$3.71K - $4.53K
|
1.03K
$745K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 175.0% |
$3.71K - $4.53K
|
11
$7.96K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
$3.71K - $4.53K
|
7
$5.07K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7+ 0.97% |
$3.71K - $4.53K
|
731
$529K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
7+ 0.43% |
$3.71K - $4.53K
|
1.63K
$1.18M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 1.05% |
$3.18K - $3.88K
|
579
$419K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
6New |
$3.18K - $3.88K
|
6
$4.34K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 2.35% |
$2.65K - $3.23K
|
218
$158K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
5+ 2.21% |
$2.65K - $3.23K
|
231
$167K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5+ 1.17% |
$2.65K - $3.23K
|
431
$312K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4New |
$2.12K - $2.59K
|
4
$2.9K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4+ 10.53% |
$2.12K - $2.59K
|
42
$30.4K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4+ 0.79% |
$2.12K - $2.59K
|
510
$369K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 2.21% |
$1.59K - $1.94K
|
139
$101K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.08% |
$1.59K - $1.94K
|
3.8K
$2.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3New |
$1.59K - $1.94K
|
3
$2.17K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3+ 0.72% |
$1.59K - $1.94K
|
421
$305K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 4.44% |
$1.06K - $1.29K
|
47
$34K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
2New |
$1.06K - $1.29K
|
2
$1.45K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2New |
$1.06K - $1.29K
|
2
$1.45K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
2New |
$1.06K - $1.29K
|
2
$1.45K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 13.33% |
$1.06K - $1.29K
|
17
$12.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
2+ 0.06% |
$1.06K - $1.29K
|
3.24K
$2.34M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 2.27% |
$530 - $647
|
45
$32.6K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1+ 0.2% |
$530 - $647
|
506
$366K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1+ 1.89% |
$530 - $647
|
54
$39.1K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 50.0% |
$530 - $647
|
3
$2.17K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$530 - $647
|
1
$724
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 1.2% |
$530 - $647
|
84
$60.8K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.26% |
$530 - $647
|
383
$277K
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
1+ 0.11% |
$530 - $647
|
875
$633K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 1.0% |
$530 - $647
|
101
$73.1K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1New |
$530 - $647
|
1
$724
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1- 5.56% |
$530 - $647
|
17
$12.3K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1- 9.09% |
$530 - $647
|
10
$7.24K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-1- 0.17% |
$530 - $647
|
571
$413K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 9.09% |
$530 - $647
|
10
$7.24K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 11.11% |
$530 - $647
|
8
$5.79K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 0.65% |
$530 - $647
|
154
$111K
|