HealthStream Ownership 2024 | Who Owns HealthStream Now?
Institutional Ownership
22.06%
Insider Ownership
21.39%
Retail Ownership
56.55%
Institutional Holders
83.00
HealthStream Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 13.20% | 0.00% | 4,000,882 | 24,887 | 0.63% | 111,624,608 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.60% | 0.00% | 2,909,787 | -28,898 | -0.98% | 81,183,057 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.18% | 0.01% | 1,570,735 | 15,379 | 0.99% | 43,823,503 | Jun 30, 2024 |
| STATE STREET CORP | 3.17% | 0.00% | 962,259 | -6,618 | -0.68% | 26,847,026,000 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2.81% | 1.39% | 852,365 | -16,666 | -1.92% | 23,780,982 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.21% | 0.03% | 670,300 | -3,800 | -0.56% | 18,701,370 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.16% | 0.00% | 655,985 | 48,428 | 7.97% | 18,304,455 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 2.02% | 0.05% | 612,430 | -7,452 | -1.20% | 17,072,000 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 1.75% | 0.03% | 530,178 | 35,350 | 7.14% | 14,791,966 | Jun 30, 2024 |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 1.39% | 0.16% | 419,908 | -83,541 | -16.59% | 11,715,433 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 1.27% | 0.60% | 383,995 | -133,435 | -25.79% | 10,713,461 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.20% | 0.00% | 363,430 | -2,689 | -0.73% | 10,139,697 | Jun 30, 2024 |
| MORGAN STANLEY | 1.17% | 0.00% | 355,168 | 7,779 | 2.24% | 9,909,214 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.87% | 0.00% | 264,953 | -9,321 | -3.40% | 7,392,189,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.80% | 0.00% | 241,902 | -22,978 | -8.67% | 6,749,070 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.77% | 0.00% | 234,113 | -82,551 | -26.07% | 6,531,771 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.71% | 0.00% | 216,304 | 2,126 | 0.99% | 6,034,881 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.70% | 0.00% | 211,615 | 2,243 | 1.07% | 5,904,059 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.70% | 0.03% | 211,277 | -7,945 | -3.62% | 5,894,628 | Jun 30, 2024 |
| HERALD INVESTMENT MANAGEMENT LTD | 0.66% | 0.91% | 200,000 | - | - | 5,572,000 | Jun 30, 2024 |
HealthStream's largest institutional shareholder is BLACKROCK INC., holding 13.20% of the company's total share outstanding, currently valued at $111.62M. The top 10 institutional shareholders own together 43.50% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WESTERN STANDARD LLC | 0.64% | 5.61% | 194,256 | -3,434 | -1.74% | 5,419,742 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2.81% | 1.39% | 852,365 | -16,666 | -1.92% | 23,780,982 | Jun 30, 2024 |
| HERALD INVESTMENT MANAGEMENT LTD | 0.66% | 0.91% | 200,000 | - | - | 5,572,000 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 1.27% | 0.60% | 383,995 | -133,435 | -25.79% | 10,713,461 | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.60% | 0.40% | 180,881 | -8,000 | -4.24% | 5,046,580 | Jun 30, 2024 |
| AM INVESTMENT STRATEGIES LLC | 0.19% | 0.40% | 57,739 | - | - | 1,611,000 | Jun 30, 2024 |
| WAKEFIELD ASSET MANAGEMENT LLLP | 0.11% | 0.33% | 33,653 | -449 | -1.32% | 938,919 | Jun 30, 2024 |
| CONNORS INVESTOR SERVICES INC | 0.37% | 0.32% | 110,886 | -4,369 | -3.79% | 3,093,719 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.30% | 0.27% | 91,972 | 33,630 | 57.64% | 2,566,019 | Jun 30, 2024 |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 1.39% | 0.16% | 419,908 | -83,541 | -16.59% | 11,715,433 | Jun 30, 2024 |
| ELLSWORTH ADVISORS, LLC | 0.06% | 0.15% | 19,063 | 1,212 | 6.79% | 531,858 | Jun 30, 2024 |
| VIRTUS INVESTMENT ADVISERS, INC. | 0.02% | 0.12% | 5,015 | - | - | 139,919 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.63% | 0.11% | 190,660 | -826 | -0.43% | 5,319,414 | Jun 30, 2024 |
| CAMBIAR INVESTORS LLC | 0.29% | 0.10% | 87,359 | - | - | 2,437,316 | Jun 30, 2024 |
| INSPIRE INVESTING, LLC | 0.09% | 0.09% | 28,466 | -4,878 | -14.63% | 794,201 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.07% | 0.09% | 19,903 | -168 | -0.84% | 555,294 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.11% | 0.08% | 34,654 | 34,654 | 100.00% | 966,847 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.06% | 0.06% | 16,728 | 6 | 0.04% | 466,711 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.41% | 0.06% | 123,144 | 123,144 | 100.00% | 3,435,718 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.06% | 1,357 | -6,688 | -83.13% | 37,860 | Jun 30, 2024 |
The largest HealthStream shareholder by % of total assets is WESTERN STANDARD LLC. The company owns 194.26K shares of HealthStream (HSTM), representing 5.61% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.60% | 0.01% | 182,197 | 182,197 | 100.00% | 5,083,296 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.41% | 0.06% | 123,144 | 123,144 | 100.00% | 3,435,718 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.48% | 0.01% | 146,826 | 54,227 | 58.56% | 4,096,445 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.16% | 0.00% | 655,985 | 48,428 | 7.97% | 18,304,455 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.15% | 0.01% | 46,317 | 46,317 | 100.00% | 1,292,244 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.37% | 0.00% | 112,661 | 41,330 | 57.94% | 3,143,247 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.62% | 0.02% | 189,366 | 40,956 | 27.60% | 5,283,311 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 1.75% | 0.03% | 530,178 | 35,350 | 7.14% | 14,791,966 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.11% | 0.08% | 34,654 | 34,654 | 100.00% | 966,847 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.30% | 0.27% | 91,972 | 33,630 | 57.64% | 2,566,019 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.22% | 0.00% | 67,296 | 33,161 | 97.15% | 1,877,558 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.42% | 0.01% | 128,036 | 31,314 | 32.38% | 3,572,204 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.16% | 0.01% | 48,047 | 31,191 | 185.04% | 1,341,000 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.10% | 0.01% | 29,092 | 29,092 | 100.00% | 811,667 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.18% | 0.00% | 53,155 | 27,362 | 106.08% | 1,483,024 | Jun 30, 2024 |
| BLACKROCK INC. | 13.20% | 0.00% | 4,000,882 | 24,887 | 0.63% | 111,624,608 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.08% | 0.00% | 24,476 | 24,476 | 100.00% | 682,880 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.07% | 0.01% | 22,437 | 22,437 | 100.00% | 625,992 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.06% | 0.00% | 18,092 | 17,901 | 9372.25% | 504,767 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.06% | 0.01% | 17,810 | 17,810 | 100.00% | 496,899 | Jun 30, 2024 |
As of Jun 30 2024, HealthStream's largest institutional buyer is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.. The company purchased 182.20K stocks of HSTM, valued at $5.08M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.03% | 0.00% | 8,506 | -283,936 | -97.09% | 236,892 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 1.27% | 0.60% | 383,995 | -133,435 | -25.79% | 10,713,461 | Jun 30, 2024 |
| MCKINLEY CAPITAL MANAGEMENT LLC | - | - | - | -133,110 | -100.00% | - | Jun 30, 2024 |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 1.39% | 0.16% | 419,908 | -83,541 | -16.59% | 11,715,433 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.77% | 0.00% | 234,113 | -82,551 | -26.07% | 6,531,771 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.17% | 0.00% | 51,786 | -34,429 | -39.93% | 1,444,830 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.60% | 0.00% | 2,909,787 | -28,898 | -0.98% | 81,183,057 | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -27,494 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.80% | 0.00% | 241,902 | -22,978 | -8.67% | 6,749,070 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | - | - | - | -22,585 | -100.00% | - | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.19% | 0.03% | 56,148 | -18,550 | -24.83% | 1,566,530 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.16% | 0.00% | 48,187 | -17,390 | -26.52% | 1,344,417 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2.81% | 1.39% | 852,365 | -16,666 | -1.92% | 23,780,982 | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -13,626 | -100.00% | - | Jun 30, 2024 |
| WOODMONT INVESTMENT COUNSEL LLC | - | - | - | -13,475 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -13,323 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -12,987 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.08% | 0.00% | 24,017 | -12,535 | -34.29% | 671,000 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -12,070 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.15% | 0.00% | 46,899 | -11,331 | -19.46% | 1,308,000 | Jun 30, 2024 |
As of Jun 30 2024, HealthStream's biggest institutional seller is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.. The company sold -0.28M shares of HSTM, valued at $236.89K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.60% | 0.01% | 182,197 | 182,197 | 100.00% | 5,083,296 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.41% | 0.06% | 123,144 | 123,144 | 100.00% | 3,435,718 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.15% | 0.01% | 46,317 | 46,317 | 100.00% | 1,292,244 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.11% | 0.08% | 34,654 | 34,654 | 100.00% | 966,847 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.10% | 0.01% | 29,092 | 29,092 | 100.00% | 811,667 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.06% | 0.01% | 17,810 | 17,810 | 100.00% | 496,899 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.05% | 0.00% | 16,271 | 16,271 | 100.00% | 453,961 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.05% | 0.01% | 16,072 | 16,072 | 100.00% | 448,409 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 14,123 | 14,123 | 100.00% | 394,032 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.03% | 0.00% | 8,920 | 8,920 | 100.00% | 248,868 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.03% | 0.02% | 7,654 | 7,654 | 100.00% | 213,547 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.00% | 0.00% | 1,373 | 1,373 | 100.00% | 38,306 | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 500 | 500 | 100.00% | 13,950 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 414 | 414 | 100.00% | 11,551 | Jun 30, 2024 |
| GLASS JACOBSON INVESTMENT ADVISORS LLC | 0.00% | 0.00% | 131 | 131 | 100.00% | 3,655 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | 0.00% | - | 104 | 104 | 100.00% | 2,902 | Jun 30, 2024 |
| CORNERSTONE PLANNING GROUP LLC | 0.00% | 0.00% | 53 | 53 | 100.00% | 1,490 | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | 0.00% | 0.00% | 21 | 21 | 100.00% | 586 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 10 | 10 | 100.00% | 280 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 3 | 3 | 100.00% | 84 | Jun 30, 2024 |
HealthStream's largest new institutional shareholder by number of shares is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., purchased 182.20K shares, valued at $5.08M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MCKINLEY CAPITAL MANAGEMENT LLC | - | - | - | -133,110 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -27,494 | -100.00% | - | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | - | - | - | -22,585 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -13,626 | -100.00% | - | Jun 30, 2024 |
| WOODMONT INVESTMENT COUNSEL LLC | - | - | - | -13,475 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -13,323 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -12,987 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -12,070 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -5,500 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -4,500 | -100.00% | - | Jun 30, 2024 |
| AMUNDI | - | - | - | -4,246 | -100.00% | - | Jun 30, 2024 |
| COPELAND CAPITAL MANAGEMENT, LLC | - | - | - | -1,470 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,368 | -100.00% | - | Jun 30, 2024 |
| MCILRATH & ECK, LLC | - | - | - | -649 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -146 | -100.00% | - | Jun 30, 2024 |
| AVION WEALTH | - | - | - | -23 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
HealthStream's largest sold out institutional shareholder by shares sold is MCKINLEY CAPITAL MANAGEMENT LLC, sold -0.13M shares, valued at -, as of undefined.
HealthStream Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HEARTLAND GROUP INC | 0.71% | 400,000 | -125,000 | -23.81% | Mar 31, 2024 |
| COPLEY FUND INC /NV/ | 0.44% | 6,000 | - | - | Nov 30, 2022 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.33% | 23,816 | - | - | Sep 30, 2022 |
| Zacks Trust | 0.17% | 15,826 | 14,751 | 1372.19% | Feb 29, 2024 |
| SYNTAX ETF TRUST | 0.08% | 2,654 | 1,140 | 75.30% | Mar 31, 2024 |
| EntrepreneurShares Series Trust | 0.08% | 20,110 | - | - | Dec 31, 2023 |
| OBERWEIS FUNDS | 0.07% | 67,500 | - | - | Mar 31, 2024 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.06% | 1,333 | - | - | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 19,291 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.03% | 142,808 | 4,895 | 3.55% | Feb 29, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.03% | 1,709 | 32 | 1.91% | Feb 29, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.02% | 24,562 | -3,962 | -13.89% | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.02% | 49,876 | - | - | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 11,832 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.02% | 12,484 | 809 | 6.93% | Dec 31, 2023 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 33,814 | -23,971 | -41.48% | Feb 29, 2024 |
| ROYCE VALUE TRUST, INC. | 0.01% | 11,139 | - | - | Mar 31, 2024 |
| CENTAUR MUTUAL FUNDS TRUST | 0.01% | 1,994 | - | - | Jan 31, 2024 |
| AMG Funds I | 0.01% | 23,597 | - | - | Jan 31, 2024 |
| BUFFALO FUNDS | 0.01% | 67,100 | - | - | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.01% | 60,292 | 2,776 | 4.83% | Feb 29, 2024 |
| Vericimetry Funds | 0.01% | 890 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 37,937 | - | - | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 45,408 | - | - | Aug 31, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 41,678 | -3,389 | -7.52% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,724 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 14,700 | - | - | Mar 28, 2024 |
| Bernstein Fund Inc | 0.01% | 53,000 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 11,918 | -925 | -7.20% | Jan 31, 2024 |
| SSGA FUNDS | 0.01% | 2,259 | - | - | Feb 29, 2024 |
| VANGUARD HORIZON FUNDS | 0.01% | 118,535 | -100,087 | -45.78% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 2,072,360 | -350,977 | -14.48% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 1,071 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 49,952 | 9,699 | 24.10% | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 84,000 | -23,000 | -21.50% | Jan 31, 2024 |
| Lattice Strategies Trust | 0.00% | 4,672 | 1,644 | 54.29% | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 16,888 | -4,315 | -20.35% | Mar 31, 2020 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 118,376 | 5,205 | 4.60% | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 38,266 | -442 | -1.14% | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 3,271 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 65,633 | -1,156 | -1.73% | Jan 31, 2024 |
| AMG FUNDS III | 0.00% | 7,700 | - | - | Mar 28, 2024 |
| TIMOTHY PLAN | 0.00% | 6,442 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,259,244 | 186,706 | 17.41% | Jan 31, 2024 |
| Harbor ETF Trust | 0.00% | 5,421 | 926 | 20.60% | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 3,040 | -97 | -3.09% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 230,190 | -9,031 | -3.78% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,408 | - | - | Mar 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 174,938 | -11,981 | -6.41% | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 22,700 | -900 | -3.81% | Mar 31, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 15,290 | - | - | Mar 28, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 1,710 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 306,174 | 6,825 | 2.28% | Jan 31, 2024 |
| Guggenheim Variable Funds Trust | 0.00% | 2,693 | - | - | Dec 31, 2023 |
| SHELTON FUNDS | 0.00% | 1,114 | -404 | -26.61% | Feb 29, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 164,077 | -24,418 | -12.95% | Feb 29, 2024 |
| PRAXIS MUTUAL FUNDS | 0.00% | 5,690 | - | - | Dec 31, 2023 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 10,799 | 71 | 0.66% | Mar 31, 2024 |
| Ultimus Managers Trust | 0.00% | 5,394 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 14,240 | -1,172 | -7.60% | Mar 31, 2024 |
| Managed Portfolio Series | 0.00% | 10,110 | - | - | Mar 31, 2024 |
| BMO FUNDS, INC. | 0.00% | 17,493 | -1,929 | -9.93% | Nov 30, 2021 |
| Victory Portfolios II | 0.00% | 21,859 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 213 | - | - | Apr 30, 2021 |
| OHIO NATIONAL FUND INC | 0.00% | 8,056 | - | - | Mar 31, 2024 |
| Horizon Funds | 0.00% | 741 | 232 | 45.58% | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 4,267 | 286 | 7.18% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 83,892 | 1,197 | 1.45% | Feb 29, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 17,988 | 1,102 | 6.53% | Dec 31, 2023 |
| PRUDENTIAL SERIES FUND | 0.00% | 24,921 | -1,000 | -3.86% | Mar 28, 2024 |
| Catholic Responsible Investments Funds | 0.00% | 12,134 | -850 | -6.55% | Jan 31, 2024 |
| VALIC Co II | 0.00% | 9,700 | - | - | Feb 28, 2021 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 22,838 | 24 | 0.11% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 8,430 | -1,815 | -17.72% | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 33,490 | - | - | Jan 31, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 8,190 | -128 | -1.54% | Mar 31, 2024 |
| GPS Funds I | 0.00% | 1,338 | -371 | -21.71% | Mar 31, 2024 |
| Global X Funds | 0.00% | 10,872 | -263,482 | -96.04% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 27,252 | 7,838 | 40.37% | Feb 29, 2024 |
| Dunham Funds | 0.00% | 16,341 | - | - | Jan 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 3,803 | - | - | Mar 31, 2024 |
| Investment Managers Series Trust II | 0.00% | 2,897 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,111 | -118 | -9.60% | Mar 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 154 | -22 | -12.50% | Sep 30, 2023 |
| SCHWAB STRATEGIC TRUST | 0.00% | 124,834 | 1,510 | 1.22% | Feb 29, 2024 |
| KP Funds | 0.00% | 9,259 | - | - | Sep 30, 2020 |
| THRIVENT SERIES FUND INC | 0.00% | 20,756 | -563 | -2.64% | Mar 28, 2024 |
| STONE RIDGE TRUST | 0.00% | 4,329 | - | - | Jan 31, 2024 |
| iSHARES TRUST | 0.00% | 2,806,845 | -69,746 | -2.42% | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 15,078 | -886 | -5.55% | Feb 29, 2024 |
| Virtus Investment Trust | 0.00% | 5,015 | - | - | Mar 28, 2024 |
| VIRTUS ALTERNATIVE SOLUTIONS TRUST | 0.00% | 2,680 | -1,394 | -34.22% | Mar 28, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 8,499 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 16,273 | -9,556 | -37.00% | Mar 28, 2024 |
| Trust for Advised Portfolios | 0.00% | 2,190 | - | - | Dec 31, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 1,000 | - | - | Mar 28, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 9,338 | 5,907 | 172.17% | Mar 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 4,122 | -66 | -1.58% | Mar 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 39,514 | 8,832 | 28.79% | Feb 29, 2024 |
| Northern Lights Fund Trust IV | 0.00% | 31,014 | 17,340 | 126.81% | Feb 29, 2024 |
HealthStream's largest mutual fund holder by % of total assets is "HEARTLAND GROUP INC", owning 400.00K shares, compromising 0.71% of its total assets.
HealthStream Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 83 | -56.99% |
| 31 Mar, 24 | 193 | - |
| 31 Dec, 23 | 193 | 7.82% |
| 30 Sep, 23 | 179 | 4.68% |
| 30 Jun, 23 | 171 | -2.84% |
| 31 Mar, 23 | 176 | 5.39% |
| 31 Dec, 22 | 167 | 9.15% |
| 30 Sep, 22 | 153 | 0.66% |
| 30 Jun, 22 | 152 | -1.30% |
| 31 Mar, 22 | 154 | -2.53% |
| 31 Dec, 21 | 158 | 4.64% |
| 30 Sep, 21 | 151 | 4.86% |
| 30 Jun, 21 | 144 | 4.35% |
| 31 Mar, 21 | 138 | -4.83% |
| 31 Dec, 20 | 145 | -6.45% |
| 30 Sep, 20 | 155 | -6.63% |
| 30 Jun, 20 | 166 | 3.11% |
| 31 Mar, 20 | 161 | 3.21% |
| 31 Dec, 19 | 156 | 9.86% |
| 30 Sep, 19 | 142 | -1.39% |
| 30 Jun, 19 | 144 | -9.43% |
| 31 Mar, 19 | 159 | 3.25% |
| 31 Dec, 18 | 154 | 7.69% |
| 30 Sep, 18 | 143 | -2.72% |
| 30 Jun, 18 | 147 | 2.08% |
| 31 Mar, 18 | 144 | 6.67% |
| 31 Dec, 17 | 135 | 4.65% |
| 30 Sep, 17 | 129 | -1.53% |
| 30 Jun, 17 | 131 | 9.17% |
| 31 Mar, 17 | 120 | -4.76% |
| 31 Dec, 16 | 126 | -3.08% |
| 30 Sep, 16 | 130 | -5.80% |
| 30 Jun, 16 | 138 | 12.20% |
| 31 Mar, 16 | 123 | - |
| 31 Dec, 15 | 123 | -5.38% |
| 30 Sep, 15 | 130 | -2.26% |
| 30 Jun, 15 | 133 | 15.65% |
| 31 Mar, 15 | 115 | -8.73% |
| 31 Dec, 14 | 126 | 15.60% |
| 30 Sep, 14 | 109 | 4.81% |
| 30 Jun, 14 | 104 | -6.31% |
| 31 Mar, 14 | 111 | -11.90% |
| 31 Dec, 13 | 126 | 2.44% |
| 30 Sep, 13 | 123 | 21.78% |
| 30 Jun, 13 | 101 | 134.88% |
| 31 Mar, 13 | 43 | -6.52% |
| 31 Dec, 12 | 46 | 2.22% |
| 30 Sep, 12 | 45 | 7.14% |
| 30 Jun, 12 | 42 | -4.55% |
| 31 Mar, 12 | 44 | 4.76% |
| 31 Dec, 11 | 42 | 40.00% |
| 30 Sep, 11 | 30 | 20.00% |
| 30 Jun, 11 | 25 | 19.05% |
| 31 Mar, 11 | 21 | 110.00% |
| 31 Dec, 10 | 10 | 25.00% |
| 30 Sep, 10 | 8 | 14.29% |
| 30 Jun, 10 | 7 | - |
| 31 Mar, 10 | 7 | 16.67% |
| 31 Dec, 09 | 6 | 50.00% |
| 30 Sep, 09 | 4 | -20.00% |
| 30 Jun, 09 | 5 | 25.00% |
| 31 Mar, 09 | 4 | - |
| 31 Dec, 08 | 4 | 33.33% |
| 30 Sep, 08 | 3 | - |
| 30 Jun, 08 | 3 | - |
| 31 Mar, 08 | 3 | - |
| 31 Dec, 07 | 3 | - |
| 30 Sep, 07 | 3 | - |
| 30 Jun, 07 | 3 | 50.00% |
| 31 Mar, 07 | 2 | -33.33% |
| 31 Dec, 06 | 3 | - |
| 30 Sep, 06 | 3 | 200.00% |
| 30 Jun, 06 | 1 | - |
| 31 Mar, 06 | 1 | -50.00% |
| 31 Dec, 05 | 2 | -33.33% |
| 30 Sep, 05 | 3 | 200.00% |
| 30 Jun, 05 | 1 | - |
| 31 Mar, 05 | 1 | -66.67% |
| 31 Dec, 04 | 3 | -25.00% |
| 30 Sep, 04 | 4 | - |
| 30 Jun, 04 | 4 | - |
| 31 Mar, 04 | 4 | 100.00% |
| 31 Dec, 03 | 2 | -50.00% |
| 30 Sep, 03 | 4 | 33.33% |
| 30 Jun, 03 | 3 | - |
| 31 Mar, 03 | 3 | 50.00% |
| 31 Dec, 02 | 2 | - |
| 30 Sep, 02 | 2 | -33.33% |
| 30 Jun, 02 | 3 | - |
| 31 Mar, 02 | 3 | 200.00% |
| 31 Dec, 01 | 1 | -50.00% |
| 30 Sep, 01 | 2 | - |
| 30 Jun, 01 | 2 | - |
| 31 Mar, 01 | 2 | 100.00% |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | 1 | - |
As of 30 Jun 24, 83 institutions are holding HealthStream's shares, representing a decrease of -56.99% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 6,687,061 | -68.43% |
| 31 Mar, 24 | 21,179,123 | 0.53% |
| 31 Dec, 23 | 21,067,218 | -1.24% |
| 30 Sep, 23 | 21,331,496 | -1.03% |
| 30 Jun, 23 | 21,554,582 | -0.63% |
| 31 Mar, 23 | 21,690,908 | 1.61% |
| 31 Dec, 22 | 21,347,016 | -0.98% |
| 30 Sep, 22 | 21,558,919 | -0.28% |
| 30 Jun, 22 | 21,620,097 | -0.72% |
| 31 Mar, 22 | 21,777,368 | -2.97% |
| 31 Dec, 21 | 22,442,952 | -1.49% |
| 30 Sep, 21 | 22,783,530 | -1.06% |
| 30 Jun, 21 | 23,028,366 | -0.99% |
| 31 Mar, 21 | 23,258,825 | -1.43% |
| 31 Dec, 20 | 23,595,120 | 1.40% |
| 30 Sep, 20 | 23,269,233 | 1.11% |
| 30 Jun, 20 | 23,014,229 | -2.82% |
| 31 Mar, 20 | 23,683,192 | -0.87% |
| 31 Dec, 19 | 23,890,308 | 1.67% |
| 30 Sep, 19 | 23,496,819 | -0.21% |
| 30 Jun, 19 | 23,546,868 | 1.35% |
| 31 Mar, 19 | 23,233,822 | -0.72% |
| 31 Dec, 18 | 23,403,024 | -1.78% |
| 30 Sep, 18 | 23,827,616 | 1.96% |
| 30 Jun, 18 | 23,368,952 | 1.42% |
| 31 Mar, 18 | 23,041,547 | 1.24% |
| 31 Dec, 17 | 22,758,516 | -4.19% |
| 30 Sep, 17 | 23,752,754 | -1.80% |
| 30 Jun, 17 | 24,189,204 | -1.50% |
| 31 Mar, 17 | 24,556,779 | 2.92% |
| 31 Dec, 16 | 23,861,133 | 3.19% |
| 30 Sep, 16 | 23,123,796 | 1.43% |
| 30 Jun, 16 | 22,798,454 | 0.17% |
| 31 Mar, 16 | 22,759,558 | 0.83% |
| 31 Dec, 15 | 22,571,894 | -22.08% |
| 30 Sep, 15 | 28,966,440 | 28.56% |
| 30 Jun, 15 | 22,530,603 | 21.56% |
| 31 Mar, 15 | 18,534,144 | -0.66% |
| 31 Dec, 14 | 18,656,429 | 1.42% |
| 30 Sep, 14 | 18,394,472 | 1.72% |
| 30 Jun, 14 | 18,083,762 | -0.16% |
| 31 Mar, 14 | 18,113,162 | 4.20% |
| 31 Dec, 13 | 17,382,314 | -1.91% |
| 30 Sep, 13 | 17,720,604 | 4.93% |
| 30 Jun, 13 | 16,888,173 | 100.15% |
| 31 Mar, 13 | 8,437,914 | 5.54% |
| 31 Dec, 12 | 7,995,231 | -13.11% |
| 30 Sep, 12 | 9,201,377 | 22.44% |
| 30 Jun, 12 | 7,514,713 | 22.52% |
| 31 Mar, 12 | 6,133,428 | 8.08% |
| 31 Dec, 11 | 5,674,866 | 30.74% |
| 30 Sep, 11 | 4,340,519 | 11.92% |
| 30 Jun, 11 | 3,878,295 | 7.10% |
| 31 Mar, 11 | 3,621,266 | 39.42% |
| 31 Dec, 10 | 2,597,380 | -24.74% |
| 30 Sep, 10 | 3,451,051 | 3.08% |
| 30 Jun, 10 | 3,347,985 | 1.42% |
| 31 Mar, 10 | 3,301,004 | 1.06% |
| 31 Dec, 09 | 3,266,357 | 9.49% |
| 30 Sep, 09 | 2,983,242 | -0.77% |
| 30 Jun, 09 | 3,006,521 | 5.54% |
| 31 Mar, 09 | 2,848,750 | 8.64% |
| 31 Dec, 08 | 2,622,136 | 2.05% |
| 30 Sep, 08 | 2,569,550 | 0.19% |
| 30 Jun, 08 | 2,564,550 | 0.14% |
| 31 Mar, 08 | 2,560,850 | - |
| 31 Dec, 07 | 2,560,850 | - |
| 30 Sep, 07 | 2,560,850 | -0.08% |
| 30 Jun, 07 | 2,562,850 | 4003.84% |
| 31 Mar, 07 | 62,450 | -97.54% |
| 31 Dec, 06 | 2,535,750 | -0.02% |
| 30 Sep, 06 | 2,536,356 | 2.46% |
| 30 Jun, 06 | 2,475,500 | -0.04% |
| 31 Mar, 06 | 2,476,600 | -3.27% |
| 31 Dec, 05 | 2,560,200 | -1.80% |
| 30 Sep, 05 | 2,607,223 | 4.44% |
| 30 Jun, 05 | 2,496,500 | - |
| 31 Mar, 05 | 2,496,500 | -12.55% |
| 31 Dec, 04 | 2,854,635 | -0.38% |
| 30 Sep, 04 | 2,865,435 | 1.98% |
| 30 Jun, 04 | 2,809,685 | - |
| 31 Mar, 04 | 2,809,685 | 2.06% |
| 31 Dec, 03 | 2,752,885 | -4.18% |
| 30 Sep, 03 | 2,873,065 | 0.65% |
| 30 Jun, 03 | 2,854,625 | -3.20% |
| 31 Mar, 03 | 2,949,063 | 8.05% |
| 31 Dec, 02 | 2,729,300 | 261.86% |
| 30 Sep, 02 | 754,238 | -76.52% |
| 30 Jun, 02 | 3,212,938 | -1.27% |
| 31 Mar, 02 | 3,254,238 | 30.17% |
| 31 Dec, 01 | 2,500,000 | -14.62% |
| 30 Sep, 01 | 2,928,238 | - |
| 30 Jun, 01 | 2,928,238 | - |
| 31 Mar, 01 | 2,928,238 | 17.13% |
| 31 Dec, 00 | 2,500,000 | 483.79% |
| 30 Sep, 00 | 428,238 | - |
HealthStream (HSTM) has 6.69M shares outstanding as of 30 Jun 24, down -68.43% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 22.06% | 0.45% |
| 31 Mar, 24 | 69.84% | 1.48% |
| 31 Dec, 23 | 68.66% | 1.42% |
| 30 Sep, 23 | 69.52% | 1.40% |
| 30 Jun, 23 | 70.46% | 1.40% |
| 31 Mar, 23 | 70.91% | 1.46% |
| 31 Dec, 22 | 69.65% | 1.40% |
| 30 Sep, 22 | 70.52% | 1.40% |
| 30 Jun, 22 | 70.91% | 1.43% |
| 31 Mar, 22 | 70.35% | 1.39% |
| 31 Dec, 21 | 71.17% | 1.37% |
| 30 Sep, 21 | 72.20% | 1.36% |
| 30 Jun, 21 | 72.98% | 1.34% |
| 31 Mar, 21 | 73.83% | 1.32% |
| 31 Dec, 20 | 74.78% | 1.41% |
| 30 Sep, 20 | 72.82% | 1.41% |
| 30 Jun, 20 | 71.93% | 1.34% |
| 31 Mar, 20 | 73.25% | 1.35% |
| 31 Dec, 19 | 73.78% | 1.40% |
| 30 Sep, 19 | 72.57% | 1.37% |
| 30 Jun, 19 | 72.69% | 1.41% |
| 31 Mar, 19 | 71.85% | 1.37% |
| 31 Dec, 18 | 72.54% | 1.33% |
| 30 Sep, 18 | 73.72% | 1.41% |
| 30 Jun, 18 | 72.32% | 1.40% |
| 31 Mar, 18 | 71.79% | 1.41% |
| 31 Dec, 17 | 71.43% | 1.29% |
| 30 Sep, 17 | 74.48% | 1.29% |
| 30 Jun, 17 | 75.89% | 1.27% |
| 31 Mar, 17 | 77.29% | 1.37% |
| 31 Dec, 16 | 75.22% | 1.42% |
| 30 Sep, 16 | 72.86% | 1.41% |
| 30 Jun, 16 | 71.84% | 1.39% |
| 31 Mar, 16 | 71.87% | 1.41% |
| 31 Dec, 15 | 71.33% | 0.85% |
| 30 Sep, 15 | 91.54% | 1.54% |
| 30 Jun, 15 | 77.07% | 1.72% |
| 31 Mar, 15 | 66.90% | 1.46% |
| 31 Dec, 14 | 67.67% | 1.52% |
| 30 Sep, 14 | 66.63% | 1.55% |
| 30 Jun, 14 | 65.60% | 1.51% |
| 31 Mar, 14 | 65.98% | 1.57% |
| 31 Dec, 13 | 64.73% | 1.51% |
| 30 Sep, 13 | 65.43% | 1.64% |
| 30 Jun, 13 | 63.20% | 6.16% |
| 31 Mar, 13 | 32.03% | 3.42% |
| 31 Dec, 12 | 30.60% | 2.48% |
| 30 Sep, 12 | 35.16% | 4.25% |
| 30 Jun, 12 | 28.76% | 5.17% |
| 31 Mar, 12 | 23.59% | 3.69% |
| 31 Dec, 11 | 25.28% | 6.59% |
| 30 Sep, 11 | 19.58% | 6.30% |
| 30 Jun, 11 | 17.63% | 6.41% |
| 31 Mar, 11 | 16.58% | 11.72% |
| 31 Dec, 10 | 11.89% | 4.75% |
| 30 Sep, 10 | 15.83% | 6.71% |
| 30 Jun, 10 | 15.36% | 6.62% |
| 31 Mar, 10 | 15.23% | 6.71% |
| 31 Dec, 09 | 15.07% | 7.80% |
| 30 Sep, 09 | 13.90% | 7.03% |
| 30 Jun, 09 | 14.06% | 7.92% |
| 31 Mar, 09 | 13.32% | 8.86% |
| 31 Dec, 08 | 12.26% | 8.51% |
| 30 Sep, 08 | 12.00% | 8.80% |
| 30 Jun, 08 | 11.68% | 8.69% |
| 31 Mar, 08 | 11.59% | 8.56% |
| 31 Dec, 07 | 11.64% | 8.61% |
| 30 Sep, 07 | 11.63% | 8.54% |
| 30 Jun, 07 | 11.66% | 14391.92% |
| 31 Mar, 07 | 0.28% | 0.21% |
| 31 Dec, 06 | 11.75% | 8.54% |
| 30 Sep, 06 | 11.73% | 8.83% |
| 30 Jun, 06 | 11.53% | 8.51% |
| 31 Mar, 06 | 11.64% | 7.87% |
| 31 Dec, 05 | 12.16% | 8.05% |
| 30 Sep, 05 | 12.29% | 8.74% |
| 30 Jun, 05 | 11.86% | 8.14% |
| 31 Mar, 05 | 12.07% | 6.34% |
| 31 Dec, 04 | 13.80% | 7.17% |
| 30 Sep, 04 | 13.87% | 7.44% |
| 30 Jun, 04 | 13.65% | 7.23% |
| 31 Mar, 04 | 13.74% | 7.58% |
| 31 Dec, 03 | 13.46% | 6.80% |
| 30 Sep, 03 | 14.07% | 7.16% |
| 30 Jun, 03 | 14.02% | 6.65% |
| 31 Mar, 03 | 14.52% | 8.00% |
| 31 Dec, 02 | 13.47% | 97.49% |
| 30 Sep, 02 | 3.72% | 1.48% |
| 30 Jun, 02 | 15.87% | 6.11% |
| 31 Mar, 02 | 16.11% | 10.52% |
| 31 Dec, 01 | 12.38% | 5.69% |
| 30 Sep, 01 | 14.75% | 6.65% |
| 30 Jun, 01 | 14.90% | 6.93% |
| 31 Mar, 01 | 14.66% | 9.36% |
| 31 Dec, 00 | 12.52% | 263.33% |
| 30 Sep, 00 | 2.18% | - |
As of 30 Jun 24, HealthStream is held by 22.06% institutional shareholders, representing a 0.45% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 31 | -62.20% |
| 31 Mar, 24 | 82 | -3.53% |
| 31 Dec, 23 | 85 | 8.97% |
| 30 Sep, 23 | 78 | 6.85% |
| 30 Jun, 23 | 73 | -19.78% |
| 31 Mar, 23 | 91 | - |
| 31 Dec, 22 | 91 | 46.77% |
| 30 Sep, 22 | 62 | - |
| 30 Jun, 22 | 62 | -7.46% |
| 31 Mar, 22 | 67 | -17.28% |
| 31 Dec, 21 | 81 | 39.66% |
| 30 Sep, 21 | 58 | -7.94% |
| 30 Jun, 21 | 63 | 21.15% |
| 31 Mar, 21 | 52 | -17.46% |
| 31 Dec, 20 | 63 | -5.97% |
| 30 Sep, 20 | 67 | -19.28% |
| 30 Jun, 20 | 83 | -3.49% |
| 31 Mar, 20 | 86 | 2.38% |
| 31 Dec, 19 | 84 | 6.33% |
| 30 Sep, 19 | 79 | 2.60% |
| 30 Jun, 19 | 77 | 6.94% |
| 31 Mar, 19 | 72 | -16.28% |
| 31 Dec, 18 | 86 | 17.81% |
| 30 Sep, 18 | 73 | -8.75% |
| 30 Jun, 18 | 80 | 6.67% |
| 31 Mar, 18 | 75 | 10.29% |
| 31 Dec, 17 | 68 | -4.23% |
| 30 Sep, 17 | 71 | 14.52% |
| 30 Jun, 17 | 62 | -3.13% |
| 31 Mar, 17 | 64 | -7.25% |
| 31 Dec, 16 | 69 | - |
| 30 Sep, 16 | 69 | -5.48% |
| 30 Jun, 16 | 73 | 10.61% |
| 31 Mar, 16 | 66 | -7.04% |
| 31 Dec, 15 | 71 | -5.33% |
| 30 Sep, 15 | 75 | -22.68% |
| 30 Jun, 15 | 97 | 70.18% |
| 31 Mar, 15 | 57 | -12.31% |
| 31 Dec, 14 | 65 | 16.07% |
| 30 Sep, 14 | 56 | 5.66% |
| 30 Jun, 14 | 53 | 10.42% |
| 31 Mar, 14 | 48 | -29.41% |
| 31 Dec, 13 | 68 | - |
| 30 Sep, 13 | 68 | -20.00% |
| 30 Jun, 13 | 85 | 286.36% |
| 31 Mar, 13 | 22 | -12.00% |
| 31 Dec, 12 | 25 | -3.85% |
| 30 Sep, 12 | 26 | 8.33% |
| 30 Jun, 12 | 24 | -17.24% |
| 31 Mar, 12 | 29 | -9.38% |
| 31 Dec, 11 | 32 | 52.38% |
| 30 Sep, 11 | 21 | 16.67% |
| 30 Jun, 11 | 18 | 28.57% |
| 31 Mar, 11 | 14 | 180.00% |
| 31 Dec, 10 | 5 | -16.67% |
| 30 Sep, 10 | 6 | 200.00% |
| 30 Jun, 10 | 2 | -50.00% |
| 31 Mar, 10 | 4 | -20.00% |
| 31 Dec, 09 | 5 | 66.67% |
| 30 Sep, 09 | 3 | -25.00% |
| 30 Jun, 09 | 4 | 33.33% |
| 31 Mar, 09 | 3 | 50.00% |
| 31 Dec, 08 | 2 | 100.00% |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | - | - |
| 31 Dec, 07 | - | - |
| 30 Sep, 07 | - | -100.00% |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | - | -100.00% |
| 31 Dec, 06 | 1 | -50.00% |
| 30 Sep, 06 | 2 | - |
| 30 Jun, 06 | - | -100.00% |
| 31 Mar, 06 | 1 | - |
| 31 Dec, 05 | - | -100.00% |
| 30 Sep, 05 | 2 | - |
| 30 Jun, 05 | - | - |
| 31 Mar, 05 | - | -100.00% |
| 31 Dec, 04 | 1 | - |
| 30 Sep, 04 | 1 | - |
| 30 Jun, 04 | - | -100.00% |
| 31 Mar, 04 | 4 | 300.00% |
| 31 Dec, 03 | 1 | -66.67% |
| 30 Sep, 03 | 3 | 50.00% |
| 30 Jun, 03 | 2 | - |
| 31 Mar, 03 | 2 | 100.00% |
| 31 Dec, 02 | 1 | - |
| 30 Sep, 02 | - | - |
| 30 Jun, 02 | - | -100.00% |
| 31 Mar, 02 | 2 | - |
| 31 Dec, 01 | - | - |
| 30 Sep, 01 | - | - |
| 30 Jun, 01 | - | -100.00% |
| 31 Mar, 01 | 1 | - |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | 1 | - |
31 institutional shareholders have increased their position in HSTM stock as of 30 Jun 24 compared to 82 in the previous quarter (a -62.20% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 34 | -54.05% |
| 31 Mar, 24 | 74 | -1.33% |
| 31 Dec, 23 | 75 | 20.97% |
| 30 Sep, 23 | 62 | -6.06% |
| 30 Jun, 23 | 66 | 22.22% |
| 31 Mar, 23 | 54 | 12.50% |
| 31 Dec, 22 | 48 | -32.39% |
| 30 Sep, 22 | 71 | 4.41% |
| 30 Jun, 22 | 68 | 6.25% |
| 31 Mar, 22 | 64 | 45.45% |
| 31 Dec, 21 | 44 | -25.42% |
| 30 Sep, 21 | 59 | 15.69% |
| 30 Jun, 21 | 51 | -17.74% |
| 31 Mar, 21 | 62 | 10.71% |
| 31 Dec, 20 | 56 | -3.45% |
| 30 Sep, 20 | 58 | -4.92% |
| 30 Jun, 20 | 61 | 22.00% |
| 31 Mar, 20 | 50 | -3.85% |
| 31 Dec, 19 | 52 | 40.54% |
| 30 Sep, 19 | 37 | -7.50% |
| 30 Jun, 19 | 40 | -31.03% |
| 31 Mar, 19 | 58 | 26.09% |
| 31 Dec, 18 | 46 | -2.13% |
| 30 Sep, 18 | 47 | 4.44% |
| 30 Jun, 18 | 45 | 7.14% |
| 31 Mar, 18 | 42 | -6.67% |
| 31 Dec, 17 | 45 | 55.17% |
| 30 Sep, 17 | 29 | -36.96% |
| 30 Jun, 17 | 46 | 58.62% |
| 31 Mar, 17 | 29 | -9.38% |
| 31 Dec, 16 | 32 | -11.11% |
| 30 Sep, 16 | 36 | 12.50% |
| 30 Jun, 16 | 32 | -8.57% |
| 31 Mar, 16 | 35 | 2.94% |
| 31 Dec, 15 | 34 | -12.82% |
| 30 Sep, 15 | 39 | 62.50% |
| 30 Jun, 15 | 24 | -25.00% |
| 31 Mar, 15 | 32 | -17.95% |
| 31 Dec, 14 | 39 | 2.63% |
| 30 Sep, 14 | 38 | 2.70% |
| 30 Jun, 14 | 37 | -24.49% |
| 31 Mar, 14 | 49 | 19.51% |
| 31 Dec, 13 | 41 | -4.65% |
| 30 Sep, 13 | 43 | 330.00% |
| 30 Jun, 13 | 10 | -28.57% |
| 31 Mar, 13 | 14 | -30.00% |
| 31 Dec, 12 | 20 | 25.00% |
| 30 Sep, 12 | 16 | 6.67% |
| 30 Jun, 12 | 15 | 7.14% |
| 31 Mar, 12 | 14 | 100.00% |
| 31 Dec, 11 | 7 | - |
| 30 Sep, 11 | 7 | 40.00% |
| 30 Jun, 11 | 5 | 66.67% |
| 31 Mar, 11 | 3 | - |
| 31 Dec, 10 | 3 | 200.00% |
| 30 Sep, 10 | 1 | -50.00% |
| 30 Jun, 10 | 2 | 100.00% |
| 31 Mar, 10 | 1 | - |
| 31 Dec, 09 | - | - |
| 30 Sep, 09 | - | - |
| 30 Jun, 09 | - | - |
| 31 Mar, 09 | - | - |
| 31 Dec, 08 | - | - |
| 30 Sep, 08 | - | - |
| 30 Jun, 08 | - | - |
| 31 Mar, 08 | - | - |
| 31 Dec, 07 | - | -100.00% |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | - | - |
| 31 Mar, 07 | - | -100.00% |
| 31 Dec, 06 | 1 | - |
| 30 Sep, 06 | 1 | - |
| 30 Jun, 06 | 1 | - |
| 31 Mar, 06 | - | -100.00% |
| 31 Dec, 05 | 1 | - |
| 30 Sep, 05 | - | - |
| 30 Jun, 05 | - | - |
| 31 Mar, 05 | - | - |
| 31 Dec, 04 | - | - |
| 30 Sep, 04 | - | - |
| 30 Jun, 04 | - | - |
| 31 Mar, 04 | - | - |
| 31 Dec, 03 | - | - |
| 30 Sep, 03 | - | - |
| 30 Jun, 03 | - | -100.00% |
| 31 Mar, 03 | 1 | - |
| 31 Dec, 02 | - | - |
| 30 Sep, 02 | - | -100.00% |
| 30 Jun, 02 | 1 | - |
| 31 Mar, 02 | - | - |
| 31 Dec, 01 | - | - |
| 30 Sep, 01 | - | - |
| 30 Jun, 01 | - | - |
| 31 Mar, 01 | - | - |
| 31 Dec, 00 | - | - |
| 30 Sep, 00 | - | - |
34 institutional shareholders have reduced their position in HSTM stock as of 30 Jun 24 compared to 74 in the previous quarter (a -54.05% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 83 | -56.99% | 6,687,061 | -68.43% | 22.06% | 0.45% | 31 | -62.20% | 34 | -54.05% |
| 31 Mar, 24 | 193 | - | 21,179,123 | 0.53% | 69.84% | 1.48% | 82 | -3.53% | 74 | -1.33% |
| 31 Dec, 23 | 193 | 7.82% | 21,067,218 | -1.24% | 68.66% | 1.42% | 85 | 8.97% | 75 | 20.97% |
| 30 Sep, 23 | 179 | 4.68% | 21,331,496 | -1.03% | 69.52% | 1.40% | 78 | 6.85% | 62 | -6.06% |
| 30 Jun, 23 | 171 | -2.84% | 21,554,582 | -0.63% | 70.46% | 1.40% | 73 | -19.78% | 66 | 22.22% |
| 31 Mar, 23 | 176 | 5.39% | 21,690,908 | 1.61% | 70.91% | 1.46% | 91 | - | 54 | 12.50% |
| 31 Dec, 22 | 167 | 9.15% | 21,347,016 | -0.98% | 69.65% | 1.40% | 91 | 46.77% | 48 | -32.39% |
| 30 Sep, 22 | 153 | 0.66% | 21,558,919 | -0.28% | 70.52% | 1.40% | 62 | - | 71 | 4.41% |
| 30 Jun, 22 | 152 | -1.30% | 21,620,097 | -0.72% | 70.91% | 1.43% | 62 | -7.46% | 68 | 6.25% |
| 31 Mar, 22 | 154 | -2.53% | 21,777,368 | -2.97% | 70.35% | 1.39% | 67 | -17.28% | 64 | 45.45% |
| 31 Dec, 21 | 158 | 4.64% | 22,442,952 | -1.49% | 71.17% | 1.37% | 81 | 39.66% | 44 | -25.42% |
| 30 Sep, 21 | 151 | 4.86% | 22,783,530 | -1.06% | 72.20% | 1.36% | 58 | -7.94% | 59 | 15.69% |
| 30 Jun, 21 | 144 | 4.35% | 23,028,366 | -0.99% | 72.98% | 1.34% | 63 | 21.15% | 51 | -17.74% |
| 31 Mar, 21 | 138 | -4.83% | 23,258,825 | -1.43% | 73.83% | 1.32% | 52 | -17.46% | 62 | 10.71% |
| 31 Dec, 20 | 145 | -6.45% | 23,595,120 | 1.40% | 74.78% | 1.41% | 63 | -5.97% | 56 | -3.45% |
| 30 Sep, 20 | 155 | -6.63% | 23,269,233 | 1.11% | 72.82% | 1.41% | 67 | -19.28% | 58 | -4.92% |
| 30 Jun, 20 | 166 | 3.11% | 23,014,229 | -2.82% | 71.93% | 1.34% | 83 | -3.49% | 61 | 22.00% |
| 31 Mar, 20 | 161 | 3.21% | 23,683,192 | -0.87% | 73.25% | 1.35% | 86 | 2.38% | 50 | -3.85% |
| 31 Dec, 19 | 156 | 9.86% | 23,890,308 | 1.67% | 73.78% | 1.40% | 84 | 6.33% | 52 | 40.54% |
| 30 Sep, 19 | 142 | -1.39% | 23,496,819 | -0.21% | 72.57% | 1.37% | 79 | 2.60% | 37 | -7.50% |
| 30 Jun, 19 | 144 | -9.43% | 23,546,868 | 1.35% | 72.69% | 1.41% | 77 | 6.94% | 40 | -31.03% |
| 31 Mar, 19 | 159 | 3.25% | 23,233,822 | -0.72% | 71.85% | 1.37% | 72 | -16.28% | 58 | 26.09% |
| 31 Dec, 18 | 154 | 7.69% | 23,403,024 | -1.78% | 72.54% | 1.33% | 86 | 17.81% | 46 | -2.13% |
| 30 Sep, 18 | 143 | -2.72% | 23,827,616 | 1.96% | 73.72% | 1.41% | 73 | -8.75% | 47 | 4.44% |
| 30 Jun, 18 | 147 | 2.08% | 23,368,952 | 1.42% | 72.32% | 1.40% | 80 | 6.67% | 45 | 7.14% |
| 31 Mar, 18 | 144 | 6.67% | 23,041,547 | 1.24% | 71.79% | 1.41% | 75 | 10.29% | 42 | -6.67% |
| 31 Dec, 17 | 135 | 4.65% | 22,758,516 | -4.19% | 71.43% | 1.29% | 68 | -4.23% | 45 | 55.17% |
| 30 Sep, 17 | 129 | -1.53% | 23,752,754 | -1.80% | 74.48% | 1.29% | 71 | 14.52% | 29 | -36.96% |
| 30 Jun, 17 | 131 | 9.17% | 24,189,204 | -1.50% | 75.89% | 1.27% | 62 | -3.13% | 46 | 58.62% |
| 31 Mar, 17 | 120 | -4.76% | 24,556,779 | 2.92% | 77.29% | 1.37% | 64 | -7.25% | 29 | -9.38% |
| 31 Dec, 16 | 126 | -3.08% | 23,861,133 | 3.19% | 75.22% | 1.42% | 69 | - | 32 | -11.11% |
| 30 Sep, 16 | 130 | -5.80% | 23,123,796 | 1.43% | 72.86% | 1.41% | 69 | -5.48% | 36 | 12.50% |
| 30 Jun, 16 | 138 | 12.20% | 22,798,454 | 0.17% | 71.84% | 1.39% | 73 | 10.61% | 32 | -8.57% |
| 31 Mar, 16 | 123 | - | 22,759,558 | 0.83% | 71.87% | 1.41% | 66 | -7.04% | 35 | 2.94% |
| 31 Dec, 15 | 123 | -5.38% | 22,571,894 | -22.08% | 71.33% | 0.85% | 71 | -5.33% | 34 | -12.82% |
| 30 Sep, 15 | 130 | -2.26% | 28,966,440 | 28.56% | 91.54% | 1.54% | 75 | -22.68% | 39 | 62.50% |
| 30 Jun, 15 | 133 | 15.65% | 22,530,603 | 21.56% | 77.07% | 1.72% | 97 | 70.18% | 24 | -25.00% |
| 31 Mar, 15 | 115 | -8.73% | 18,534,144 | -0.66% | 66.90% | 1.46% | 57 | -12.31% | 32 | -17.95% |
| 31 Dec, 14 | 126 | 15.60% | 18,656,429 | 1.42% | 67.67% | 1.52% | 65 | 16.07% | 39 | 2.63% |
| 30 Sep, 14 | 109 | 4.81% | 18,394,472 | 1.72% | 66.63% | 1.55% | 56 | 5.66% | 38 | 2.70% |
| 30 Jun, 14 | 104 | -6.31% | 18,083,762 | -0.16% | 65.60% | 1.51% | 53 | 10.42% | 37 | -24.49% |
| 31 Mar, 14 | 111 | -11.90% | 18,113,162 | 4.20% | 65.98% | 1.57% | 48 | -29.41% | 49 | 19.51% |
| 31 Dec, 13 | 126 | 2.44% | 17,382,314 | -1.91% | 64.73% | 1.51% | 68 | - | 41 | -4.65% |
| 30 Sep, 13 | 123 | 21.78% | 17,720,604 | 4.93% | 65.43% | 1.64% | 68 | -20.00% | 43 | 330.00% |
| 30 Jun, 13 | 101 | 134.88% | 16,888,173 | 100.15% | 63.20% | 6.16% | 85 | 286.36% | 10 | -28.57% |
| 31 Mar, 13 | 43 | -6.52% | 8,437,914 | 5.54% | 32.03% | 3.42% | 22 | -12.00% | 14 | -30.00% |
| 31 Dec, 12 | 46 | 2.22% | 7,995,231 | -13.11% | 30.60% | 2.48% | 25 | -3.85% | 20 | 25.00% |
| 30 Sep, 12 | 45 | 7.14% | 9,201,377 | 22.44% | 35.16% | 4.25% | 26 | 8.33% | 16 | 6.67% |
| 30 Jun, 12 | 42 | -4.55% | 7,514,713 | 22.52% | 28.76% | 5.17% | 24 | -17.24% | 15 | 7.14% |
| 31 Mar, 12 | 44 | 4.76% | 6,133,428 | 8.08% | 23.59% | 3.69% | 29 | -9.38% | 14 | 100.00% |
| 31 Dec, 11 | 42 | 40.00% | 5,674,866 | 30.74% | 25.28% | 6.59% | 32 | 52.38% | 7 | - |
| 30 Sep, 11 | 30 | 20.00% | 4,340,519 | 11.92% | 19.58% | 6.30% | 21 | 16.67% | 7 | 40.00% |
| 30 Jun, 11 | 25 | 19.05% | 3,878,295 | 7.10% | 17.63% | 6.41% | 18 | 28.57% | 5 | 66.67% |
| 31 Mar, 11 | 21 | 110.00% | 3,621,266 | 39.42% | 16.58% | 11.72% | 14 | 180.00% | 3 | - |
| 31 Dec, 10 | 10 | 25.00% | 2,597,380 | -24.74% | 11.89% | 4.75% | 5 | -16.67% | 3 | 200.00% |
| 30 Sep, 10 | 8 | 14.29% | 3,451,051 | 3.08% | 15.83% | 6.71% | 6 | 200.00% | 1 | -50.00% |
| 30 Jun, 10 | 7 | - | 3,347,985 | 1.42% | 15.36% | 6.62% | 2 | -50.00% | 2 | 100.00% |
| 31 Mar, 10 | 7 | 16.67% | 3,301,004 | 1.06% | 15.23% | 6.71% | 4 | -20.00% | 1 | - |
| 31 Dec, 09 | 6 | 50.00% | 3,266,357 | 9.49% | 15.07% | 7.80% | 5 | 66.67% | - | - |
| 30 Sep, 09 | 4 | -20.00% | 2,983,242 | -0.77% | 13.90% | 7.03% | 3 | -25.00% | - | - |
| 30 Jun, 09 | 5 | 25.00% | 3,006,521 | 5.54% | 14.06% | 7.92% | 4 | 33.33% | - | - |
| 31 Mar, 09 | 4 | - | 2,848,750 | 8.64% | 13.32% | 8.86% | 3 | 50.00% | - | - |
| 31 Dec, 08 | 4 | 33.33% | 2,622,136 | 2.05% | 12.26% | 8.51% | 2 | 100.00% | - | - |
| 30 Sep, 08 | 3 | - | 2,569,550 | 0.19% | 12.00% | 8.80% | 1 | - | - | - |
| 30 Jun, 08 | 3 | - | 2,564,550 | 0.14% | 11.68% | 8.69% | 1 | - | - | - |
| 31 Mar, 08 | 3 | - | 2,560,850 | - | 11.59% | 8.56% | - | - | - | - |
| 31 Dec, 07 | 3 | - | 2,560,850 | - | 11.64% | 8.61% | - | - | - | -100.00% |
| 30 Sep, 07 | 3 | - | 2,560,850 | -0.08% | 11.63% | 8.54% | - | -100.00% | 1 | - |
| 30 Jun, 07 | 3 | 50.00% | 2,562,850 | 4003.84% | 11.66% | 14391.92% | 1 | - | - | - |
| 31 Mar, 07 | 2 | -33.33% | 62,450 | -97.54% | 0.28% | 0.21% | - | -100.00% | - | -100.00% |
| 31 Dec, 06 | 3 | - | 2,535,750 | -0.02% | 11.75% | 8.54% | 1 | -50.00% | 1 | - |
| 30 Sep, 06 | 3 | 200.00% | 2,536,356 | 2.46% | 11.73% | 8.83% | 2 | - | 1 | - |
| 30 Jun, 06 | 1 | - | 2,475,500 | -0.04% | 11.53% | 8.51% | - | -100.00% | 1 | - |
| 31 Mar, 06 | 1 | -50.00% | 2,476,600 | -3.27% | 11.64% | 7.87% | 1 | - | - | -100.00% |
| 31 Dec, 05 | 2 | -33.33% | 2,560,200 | -1.80% | 12.16% | 8.05% | - | -100.00% | 1 | - |
| 30 Sep, 05 | 3 | 200.00% | 2,607,223 | 4.44% | 12.29% | 8.74% | 2 | - | - | - |
| 30 Jun, 05 | 1 | - | 2,496,500 | - | 11.86% | 8.14% | - | - | - | - |
| 31 Mar, 05 | 1 | -66.67% | 2,496,500 | -12.55% | 12.07% | 6.34% | - | -100.00% | - | - |
| 31 Dec, 04 | 3 | -25.00% | 2,854,635 | -0.38% | 13.80% | 7.17% | 1 | - | - | - |
| 30 Sep, 04 | 4 | - | 2,865,435 | 1.98% | 13.87% | 7.44% | 1 | - | - | - |
| 30 Jun, 04 | 4 | - | 2,809,685 | - | 13.65% | 7.23% | - | -100.00% | - | - |
| 31 Mar, 04 | 4 | 100.00% | 2,809,685 | 2.06% | 13.74% | 7.58% | 4 | 300.00% | - | - |
| 31 Dec, 03 | 2 | -50.00% | 2,752,885 | -4.18% | 13.46% | 6.80% | 1 | -66.67% | - | - |
| 30 Sep, 03 | 4 | 33.33% | 2,873,065 | 0.65% | 14.07% | 7.16% | 3 | 50.00% | - | - |
| 30 Jun, 03 | 3 | - | 2,854,625 | -3.20% | 14.02% | 6.65% | 2 | - | - | -100.00% |
| 31 Mar, 03 | 3 | 50.00% | 2,949,063 | 8.05% | 14.52% | 8.00% | 2 | 100.00% | 1 | - |
| 31 Dec, 02 | 2 | - | 2,729,300 | 261.86% | 13.47% | 97.49% | 1 | - | - | - |
| 30 Sep, 02 | 2 | -33.33% | 754,238 | -76.52% | 3.72% | 1.48% | - | - | - | -100.00% |
| 30 Jun, 02 | 3 | - | 3,212,938 | -1.27% | 15.87% | 6.11% | - | -100.00% | 1 | - |
| 31 Mar, 02 | 3 | 200.00% | 3,254,238 | 30.17% | 16.11% | 10.52% | 2 | - | - | - |
| 31 Dec, 01 | 1 | -50.00% | 2,500,000 | -14.62% | 12.38% | 5.69% | - | - | - | - |
| 30 Sep, 01 | 2 | - | 2,928,238 | - | 14.75% | 6.65% | - | - | - | - |
| 30 Jun, 01 | 2 | - | 2,928,238 | - | 14.90% | 6.93% | - | -100.00% | - | - |
| 31 Mar, 01 | 2 | 100.00% | 2,928,238 | 17.13% | 14.66% | 9.36% | 1 | - | - | - |
| 31 Dec, 00 | 1 | - | 2,500,000 | 483.79% | 12.52% | 263.33% | 1 | - | - | - |
| 30 Sep, 00 | 1 | - | 428,238 | - | 2.18% | - | 1 | - | - | - |
HealthStream Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of HealthStream's stock was made by O'Hara Kevin P on Aug 09 2024, selling 3,000 shares at $28.03 per share (valued at $84.09K).
HealthStream Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 17 | 9 | 188.89% |
| Q1 2024 | 36 | 87 | 41.38% |
| Q4 2023 | 10 | 21 | 47.62% |
| Q3 2023 | 12 | 5 | 240.00% |
| Q2 2023 | 10 | 4 | 250.00% |
| Q1 2023 | 39 | 84 | 46.43% |
| Q4 2022 | 14 | 5 | 280.00% |
| Q3 2022 | 5 | 5 | 100.00% |
| Q2 2022 | 13 | - | - |
| Q1 2022 | 35 | 59 | 59.32% |
| Q4 2021 | 6 | 3 | 200.00% |
| Q3 2021 | 10 | 13 | 76.92% |
| Q2 2021 | 7 | - | - |
| Q1 2021 | 40 | 71 | 56.34% |
| Q4 2020 | 6 | 2 | 300.00% |
| Q3 2020 | 5 | 12 | 41.67% |
| Q1 2020 | 33 | 64 | 51.56% |
| Q4 2019 | 1 | 4 | 25.00% |
| Q3 2019 | 5 | 9 | 55.56% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by HealthStream's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | 3 | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | 1 | - |
| Q2 2022 | - | - | - |
| Q1 2022 | 1 | - | - |
| Q4 2021 | 1 | - | - |
| Q3 2021 | - | 1 | - |
| Q2 2021 | 2 | - | - |
| Q1 2021 | - | 1 | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | 1 | - |
| Q3 2019 | - | 1 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of HealthStream's stocks.
HSTM Ownership FAQ
Who Owns HealthStream?
HealthStream is owned by institutional shareholders (22.06%), insiders (21.39%), and public (56.55%). The largest institutional shareholder of HealthStream is BLACKROCK INC. (13.20% of total shares) and the top mutual fund owner is HEARTLAND GROUP INC (0.71% of total shares).
Who are the major institutional shareholders of HealthStream?
HealthStream's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, and PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. The top five shareholders own together 33.97% of the company's share outstanding.
How many HealthStream shareholders are there?
As of Jun 2024, there are 83 institutional shareholders of HealthStream.
What percentage of HealthStream is owned by BLACKROCK INC?
BLACKROCK INC owns 4M shares of HealthStream, representing 13.20% of the company's total shares outstanding, valued at $111.62M (as of Jun 2024).
What percentage of HealthStream is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 2.91M shares of HealthStream (HSTM), compromising 9.60% of the company, valued at $81.18M.
What percentage of HealthStream is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of HealthStream. The company owns 1.57M of the company's shares outstanding (worth $43.82M).