Filing Research | HSTM - HealthStream Inc Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	HERALD INVESTMENT MANAGEMENT Ltd	Shares	150.0KSH	$4.1M
2	GAMMA Investing LLC	Shares	20.6KSH	$561.6K
3	Formidable Asset Management, LLC	Shares	19.5KSH	$530.8K
4	Diversified Trust Co	Shares	16.9KSH	$459.7K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.1KSH	$340.8K
6	Robeco Institutional Asset Management B.V.	Shares	10.3KSH	$280.4K
7	Louisiana State Employees Retirement System	Shares	10.2KSH	$277.9K
8	Park Capital Management, LLC / WI	Shares	8.8KSH	$240.4K
9	Sequoia Financial Advisors, LLC	Shares	8.1KSH	$221.7K
10	Abel Hall, LLC	Shares	7.5KSH	$203.4K
11	Police & Firemen's Retirement System of New Jersey	Shares	7.1KSH	$193.4K
12	Versant Capital Management, Inc	Shares	4.4KSH	$119.9K
13	Mirae Asset Global Investments Co., Ltd.	Shares	4.2KSH	$113.2K
14	Farther Finance Advisors, LLC	Shares	1.8KSH	$47.8K
15	SIGNATUREFD, LLC	Shares	1.5KSH	$41.9K
16	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$31.6K
17	MassMutual Private Wealth & Trust, FSB	Shares	1.0KSH	$27.9K
18	FIRST HORIZON CORP	Shares	255SH	$6.9K
19	Owl Creek Wealth Partners LLC	Shares	160SH	$4.4K
20	High Note Wealth, LLC	Shares	143SH	$3.9K
21	AM INVESTMENT STRATEGIES LLC	Shares	52.7KSH	$1.4K
22	Cedar Mountain Advisors, LLC	Shares	31SH	$845
23	GHP Investment Advisors, Inc.	Shares	18SH	$491
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	17SH	$481
25	FARMERS & MERCHANTS INVESTMENTS INC	Shares	16SH	$436
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	13.3KSH	$363
27	SJS Investment Consulting Inc.	Shares	11SH	$300
28	GILPIN WEALTH MANAGEMENT, LLC	Shares	10SH	$273
29	State of Alaska, Department of Revenue	Shares	9.3KSH	$253
30	SBI Securities Co., Ltd.	Shares	3SH	$82
31	Davis Capital Management	Shares	1SH	$27
32	Hughes Financial Services, LLC	Shares	1SH	$27
33	Capital Advisors, Ltd. LLC	Shares	98SH	$3

Manager changes2026-06-30 vs 2026-03-31

33 / 33 loaded

#		Instrument
1	HERALD INVESTMENT MANAGEMENT Ltd unchanged	Shares	0	+$972.0K	$4.1M
2	Formidable Asset Management, LLC new	Shares	+19.5K	+$530.8K	$530.8K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+12.1K	+$340.8K	$340.8K
4	Park Capital Management, LLC / WI new	Shares	+8.8K	+$240.4K	$240.4K
5	Sequoia Financial Advisors, LLC new	Shares	+8.1K	+$221.7K	$221.7K
6	GAMMA Investing LLC added	Shares	+3.8K	+$213.7K	$561.6K
7	Abel Hall, LLC new	Shares	+7.5K	+$203.4K	$203.4K
8	Diversified Trust Co added	Shares	+3.2K	+$175.6K	$459.7K
9	Versant Capital Management, Inc added	Shares	+3.6K	+$103.7K	$119.9K
10	Louisiana State Employees Retirement System trimmed	Shares	-300	+$60.5K	$277.9K
11	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.5K	+$59.2K	$113.2K
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$46.4K	$193.4K
13	Farther Finance Advisors, LLC added	Shares	+1.6K	+$44.6K	$47.8K
14	SIGNATUREFD, LLC added	Shares	+1.3K	+$36.8K	$41.9K
15	EverSource Wealth Advisors, LLC added	Shares	+992	+$28.1K	$31.6K
16	MassMutual Private Wealth & Trust, FSB added	Shares	+444	+$15.9K	$27.9K
17	FIRST HORIZON CORP added	Shares	+145	+$4.7K	$6.9K
18	High Note Wealth, LLC new	Shares	+143	+$3.9K	$3.9K
19	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$1.0K	$4.4K
20	Cedar Mountain Advisors, LLC new	Shares	+31	+$845	$845
21	AM INVESTMENT STRATEGIES LLC trimmed	Shares	-5.0K	+$241	$1.4K
22	SJS Investment Consulting Inc. added	Shares	+7	+$217	$300
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$134	$481
24	GHP Investment Advisors, Inc. unchanged	Shares	0	+$118	$491
25	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$105	$436
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+627	+$100	$363
27	SBI Securities Co., Ltd. added	Shares	+1	+$41	$82
28	Davis Capital Management new	Shares	+1	+$27	$27
29	Hughes Financial Services, LLC new	Shares	+1	+$27	$27
30	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-2	+$24	$273
31	Capital Advisors, Ltd. LLC new	Shares	+98	+$3	$3
32	State of Alaska, Department of Revenue trimmed	Shares	-4.2K	-$26	$253
33	Robeco Institutional Asset Management B.V. trimmed	Shares	-303.1K	-$6.2M	$280.4K