Streamline Health Solutions Ownership 2024 | Who Owns Streamline Health Solutions Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

21.27%

Insider Ownership

24.06%

Retail Ownership

54.66%

Institutional Holders

29.00

Streamline Health Solutions Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HARBERT FUND ADVISORS, INC.	8.29%	1.58%	4,824,212	-	-	2,222,997	Jun 30, 2024
PERKINS CAPITAL MANAGEMENT INC	3.38%	0.85%	1,965,405	-31,500	-1.58%	906,000	Jun 30, 2024
VANGUARD GROUP INC	2.87%	-	1,669,629	-6,849	-0.41%	769,365	Jun 30, 2024
HERALD INVESTMENT MANAGEMENT LTD	1.43%	0.06%	835,464	-100,000	-10.69%	392,668	Jun 30, 2024
NICHOLAS HOFFMAN & COMPANY, LLC.	1.27%	0.02%	740,983	-	-	341,445	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.82%	-	479,353	38,752	8.80%	220,944	Jun 30, 2024
BLACKROCK INC.	0.65%	-	377,607	-37,121	-8.95%	174,001	Jun 30, 2024
CERITY PARTNERS LLC	0.50%	0.00%	290,000	-10,000	-3.33%	133,632	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.46%	0.00%	265,769	-40,300	-13.17%	122,466	Jun 30, 2024
SALEM INVESTMENT COUNSELORS INC	0.34%	0.00%	198,514	180,666	1012.25%	91,476	Jun 30, 2024
HIGHTOWER ADVISORS, LLC	0.21%	0.00%	125,000	-	-	58,000	Jun 30, 2024
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.18%	0.00%	107,700	-16,200	-13.08%	49,628	Jun 30, 2024
AUSTIN WEALTH MANAGEMENT, LLC	0.15%	0.01%	88,426	-	-	43,682	Jun 30, 2024
STATE STREET CORP	0.15%	-	86,719	-	-	39,960,000	Jun 30, 2024
NORTHERN TRUST CORP	0.12%	-	70,740	-247	-0.35%	32,597,000	Jun 30, 2024
UBS GROUP AG	0.08%	-	46,400	-1,114	-2.34%	21,390	Jun 30, 2024
RADNOR CAPITAL MANAGEMENT, LLC	0.05%	0.00%	30,305	30,305	100.00%	14,000	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	-	29,028	-	-	13,376	Jun 30, 2024
OVERBROOK MANAGEMENT CORP	0.05%	0.00%	28,762	-	-	13,254	Jun 30, 2024
MORGAN STANLEY	0.04%	-	25,000	-	-	11,520	Jun 30, 2024

Streamline Health Solutions's largest institutional shareholder is HARBERT FUND ADVISORS, INC., holding 8.29% of the company's total share outstanding, currently valued at $2.22M. The top 10 institutional shareholders own together 20.00% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HARBERT FUND ADVISORS, INC.	8.29%	1.58%	4,824,212	-	-	2,222,997	Jun 30, 2024
PERKINS CAPITAL MANAGEMENT INC	3.38%	0.85%	1,965,405	-31,500	-1.58%	906,000	Jun 30, 2024
HERALD INVESTMENT MANAGEMENT LTD	1.43%	0.06%	835,464	-100,000	-10.69%	392,668	Jun 30, 2024
NICHOLAS HOFFMAN & COMPANY, LLC.	1.27%	0.02%	740,983	-	-	341,445	Jun 30, 2024
AUSTIN WEALTH MANAGEMENT, LLC	0.15%	0.01%	88,426	-	-	43,682	Jun 30, 2024
RADNOR CAPITAL MANAGEMENT, LLC	0.05%	0.00%	30,305	30,305	100.00%	14,000	Jun 30, 2024
OVERBROOK MANAGEMENT CORP	0.05%	0.00%	28,762	-	-	13,254	Jun 30, 2024
SALEM INVESTMENT COUNSELORS INC	0.34%	0.00%	198,514	180,666	1012.25%	91,476	Jun 30, 2024
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.18%	0.00%	107,700	-16,200	-13.08%	49,628	Jun 30, 2024
CERITY PARTNERS LLC	0.50%	0.00%	290,000	-10,000	-3.33%	133,632	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.46%	0.00%	265,769	-40,300	-13.17%	122,466	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	0.00%	21,626	7,473	52.80%	9,970	Jun 30, 2024
TOWNSQUARE CAPITAL LLC	0.04%	0.00%	22,266	-27,642	-55.39%	10,260	Jun 30, 2024
HIGHTOWER ADVISORS, LLC	0.21%	0.00%	125,000	-	-	58,000	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	0.02%	0.00%	13,308	3,013	29.27%	6,132	Jun 30, 2024
RESOURCES INVESTMENT ADVISORS, LLC.	0.02%	0.00%	10,000	10,000	100.00%	4,608	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.82%	-	479,353	38,752	8.80%	220,944	Jun 30, 2024
VANGUARD GROUP INC	2.87%	-	1,669,629	-6,849	-0.41%	769,365	Jun 30, 2024
NORTHERN TRUST CORP	0.12%	-	70,740	-247	-0.35%	32,597,000	Jun 30, 2024
UBS GROUP AG	0.08%	-	46,400	-1,114	-2.34%	21,390	Jun 30, 2024

The largest Streamline Health Solutions shareholder by % of total assets is HARBERT FUND ADVISORS, INC.. The company owns 4.82M shares of Streamline Health Solutions (STRM), representing 1.58% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SALEM INVESTMENT COUNSELORS INC	0.34%	0.00%	198,514	180,666	1012.25%	91,476	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.82%	-	479,353	38,752	8.80%	220,944	Jun 30, 2024
RADNOR CAPITAL MANAGEMENT, LLC	0.05%	0.00%	30,305	30,305	100.00%	14,000	Jun 30, 2024
LPL FINANCIAL LLC	0.02%	-	11,800	11,800	100.00%	5,437	Jun 30, 2024
RESOURCES INVESTMENT ADVISORS, LLC.	0.02%	0.00%	10,000	10,000	100.00%	4,608	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	0.00%	21,626	7,473	52.80%	9,970	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	0.02%	0.00%	13,308	3,013	29.27%	6,132	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	412	199	93.43%	190	Jun 30, 2024
MORGAN STANLEY	0.04%	-	25,000	-	-	11,520	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	1,000	-	-	460	Jun 30, 2024
STATE STREET CORP	0.15%	-	86,719	-	-	39,960,000	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	-	29,028	-	-	13,376	Jun 30, 2024
CWM, LLC	0.00%	-	1,299	-	-	1,000	Jun 30, 2024
HIGHTOWER ADVISORS, LLC	0.21%	0.00%	125,000	-	-	58,000	Jun 30, 2024
OVERBROOK MANAGEMENT CORP	0.05%	0.00%	28,762	-	-	13,254	Jun 30, 2024
AUSTIN WEALTH MANAGEMENT, LLC	0.15%	0.01%	88,426	-	-	43,682	Jun 30, 2024
NICHOLAS HOFFMAN & COMPANY, LLC.	1.27%	0.02%	740,983	-	-	341,445	Jun 30, 2024
HARBERT FUND ADVISORS, INC.	8.29%	1.58%	4,824,212	-	-	2,222,997	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-2	-100.00%	-	Jun 30, 2024
NORTHERN TRUST CORP	0.12%	-	70,740	-247	-0.35%	32,597,000	Jun 30, 2024

As of Jun 30 2024, Streamline Health Solutions's largest institutional buyer is SALEM INVESTMENT COUNSELORS INC. The company purchased 180.67K stocks of STRM, valued at $91.48K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HERALD INVESTMENT MANAGEMENT LTD	1.43%	0.06%	835,464	-100,000	-10.69%	392,668	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.46%	0.00%	265,769	-40,300	-13.17%	122,466	Jun 30, 2024
NORDEN GROUP LLC	-	-	-	-37,776	-100.00%	-	Jun 30, 2024
BLACKROCK INC.	0.65%	-	377,607	-37,121	-8.95%	174,001	Jun 30, 2024
PERKINS CAPITAL MANAGEMENT INC	3.38%	0.85%	1,965,405	-31,500	-1.58%	906,000	Jun 30, 2024
TOWNSQUARE CAPITAL LLC	0.04%	0.00%	22,266	-27,642	-55.39%	10,260	Jun 30, 2024
PORTSIDE WEALTH GROUP, LLC	-	-	-	-18,510	-100.00%	-	Jun 30, 2024
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.18%	0.00%	107,700	-16,200	-13.08%	49,628	Jun 30, 2024
CERITY PARTNERS LLC	0.50%	0.00%	290,000	-10,000	-3.33%	133,632	Jun 30, 2024
VANGUARD GROUP INC	2.87%	-	1,669,629	-6,849	-0.41%	769,365	Jun 30, 2024
UBS GROUP AG	0.08%	-	46,400	-1,114	-2.34%	21,390	Jun 30, 2024
FIRST MANHATTAN CO. LLC.	-	-	-	-529	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-369	-100.00%	-	Jun 30, 2024
NORTHERN TRUST CORP	0.12%	-	70,740	-247	-0.35%	32,597,000	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-2	-100.00%	-	Jun 30, 2024
HARBERT FUND ADVISORS, INC.	8.29%	1.58%	4,824,212	-	-	2,222,997	Jun 30, 2024
NICHOLAS HOFFMAN & COMPANY, LLC.	1.27%	0.02%	740,983	-	-	341,445	Jun 30, 2024
AUSTIN WEALTH MANAGEMENT, LLC	0.15%	0.01%	88,426	-	-	43,682	Jun 30, 2024
OVERBROOK MANAGEMENT CORP	0.05%	0.00%	28,762	-	-	13,254	Jun 30, 2024
HIGHTOWER ADVISORS, LLC	0.21%	0.00%	125,000	-	-	58,000	Jun 30, 2024

As of Jun 30 2024, Streamline Health Solutions's biggest institutional seller is HERALD INVESTMENT MANAGEMENT LTD. The company sold -0.10M shares of STRM, valued at $392.67K.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
RADNOR CAPITAL MANAGEMENT, LLC	0.05%	0.00%	30,305	30,305	100.00%	14,000	Jun 30, 2024
LPL FINANCIAL LLC	0.02%	-	11,800	11,800	100.00%	5,437	Jun 30, 2024
RESOURCES INVESTMENT ADVISORS, LLC.	0.02%	0.00%	10,000	10,000	100.00%	4,608	Jun 30, 2024

Streamline Health Solutions's largest new institutional shareholder by number of shares is RADNOR CAPITAL MANAGEMENT, LLC, purchased 30.30K shares, valued at $14.00K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORDEN GROUP LLC	-	-	-	-37,776	-100.00%	-	Jun 30, 2024
PORTSIDE WEALTH GROUP, LLC	-	-	-	-18,510	-100.00%	-	Jun 30, 2024
FIRST MANHATTAN CO. LLC.	-	-	-	-529	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-369	-100.00%	-	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-2	-100.00%	-	Jun 30, 2024

Streamline Health Solutions's largest sold out institutional shareholder by shares sold is NORDEN GROUP LLC, sold -37.78K shares, valued at -, as of undefined.

Streamline Health Solutions Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Starboard Investment Trust	0.73%	425,000	-	-	Feb 29, 2024
World Funds Trust	0.23%	131,500	-	-	Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.02%	11,428	-	-	Mar 31, 2024
CLEARWATER INVESTMENT TRUST	0.00%	38,232	-	-	Mar 28, 2024
VANGUARD INDEX FUNDS	0.00%	1,658,542	-630,999	-27.56%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	414,110	16,363	4.11%	Feb 29, 2024
SCHWAB CAPITAL TRUST	0.00%	29,028	-	-	Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	6,849	-399	-5.50%	Mar 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	6,353	-	-	Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	21,850	-	-	Jan 31, 2024
Dimensional ETF Trust	0.00%	3,858	-	-	Jan 31, 2024
iSHARES TRUST	0.00%	90,821	-2,392	-2.57%	Mar 31, 2024
EQ ADVISORS TRUST	0.00%	6,316	-	-	Mar 31, 2024

Streamline Health Solutions's largest mutual fund holder by % of total assets is "Starboard Investment Trust", owning 425.00K shares, compromising 0.73% of its total assets.

Streamline Health Solutions Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	29	-3.33%
31 Mar, 24	30	-25.00%
31 Dec, 23	40	-11.11%
30 Sep, 23	45	15.38%
30 Jun, 23	39	5.41%
31 Mar, 23	37	-
31 Dec, 22	37	27.59%
30 Sep, 22	29	7.41%
30 Jun, 22	27	-3.57%
31 Mar, 22	28	7.69%
31 Dec, 21	26	-10.34%
30 Sep, 21	29	-9.38%
30 Jun, 21	32	-3.03%
31 Mar, 21	33	10.00%
31 Dec, 20	30	3.45%
30 Sep, 20	29	3.57%
30 Jun, 20	28	-
31 Mar, 20	28	-6.67%
31 Dec, 19	30	11.11%
30 Sep, 19	27	-6.90%
30 Jun, 19	29	7.41%
31 Mar, 19	27	-15.63%
31 Dec, 18	32	-5.88%
30 Sep, 18	34	13.33%
30 Jun, 18	30	7.14%
31 Mar, 18	28	-12.50%
31 Dec, 17	32	33.33%
30 Sep, 17	24	-17.24%
30 Jun, 17	29	-12.12%
31 Mar, 17	33	-10.81%
31 Dec, 16	37	-5.13%
30 Sep, 16	39	5.41%
30 Jun, 16	37	-2.63%
31 Mar, 16	38	11.76%
31 Dec, 15	34	-8.11%
30 Sep, 15	37	-2.63%
30 Jun, 15	38	2.70%
31 Mar, 15	37	-5.13%
31 Dec, 14	39	-
30 Sep, 14	39	-4.88%
30 Jun, 14	41	-
31 Mar, 14	41	-10.87%
31 Dec, 13	46	17.95%
30 Sep, 13	39	18.18%
30 Jun, 13	33	230.00%
31 Mar, 13	10	-
31 Dec, 12	10	11.11%
30 Sep, 12	9	12.50%
30 Jun, 12	8	100.00%
31 Mar, 12	4	33.33%
31 Dec, 11	3	-50.00%
30 Sep, 11	6	-
30 Jun, 11	6	20.00%
31 Mar, 11	5	25.00%
31 Dec, 10	4	-
30 Sep, 10	4	-
30 Jun, 10	4	33.33%
31 Mar, 10	3	-40.00%
31 Dec, 09	5	25.00%
30 Sep, 09	4	100.00%
30 Jun, 09	2	-
31 Dec, 08	2	100.00%
30 Sep, 08	1	-50.00%
30 Jun, 08	2	-
31 Mar, 08	2	-33.33%
31 Dec, 07	3	50.00%
30 Sep, 07	2	100.00%
30 Jun, 07	1	-80.00%
31 Mar, 07	5	66.67%
31 Dec, 06	3	-
30 Sep, 06	3	-

As of 30 Jun 24, 29 institutions are holding Streamline Health Solutions's shares, representing a decrease of -3.33% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	12,386,588	-0.21%
31 Mar, 24	12,412,678	-33.55%
31 Dec, 23	18,678,554	1.71%
30 Sep, 23	18,363,921	-4.07%
30 Jun, 23	19,143,429	1.06%
31 Mar, 23	18,942,356	5.55%
31 Dec, 22	17,945,849	9.59%
30 Sep, 22	16,375,130	41.51%
30 Jun, 22	11,572,056	-1.13%
31 Mar, 22	11,704,153	-29.49%
31 Dec, 21	16,598,901	-4.67%
30 Sep, 21	17,411,227	-5.41%
30 Jun, 21	18,406,782	-2.93%
31 Mar, 21	18,962,602	34.94%
31 Dec, 20	14,052,494	1.33%
30 Sep, 20	13,867,490	4.14%
30 Jun, 20	13,315,915	-0.15%
31 Mar, 20	13,336,004	-5.70%
31 Dec, 19	14,141,978	57.57%
30 Sep, 19	8,975,069	1.87%
30 Jun, 19	8,810,568	-0.66%
31 Mar, 19	8,869,409	-1.25%
31 Dec, 18	8,981,399	20.86%
30 Sep, 18	7,431,249	-1.23%
30 Jun, 18	7,523,792	-0.61%
31 Mar, 18	7,570,031	5.20%
31 Dec, 17	7,195,655	0.37%
30 Sep, 17	7,168,913	-5.40%
30 Jun, 17	7,577,756	-16.83%
31 Mar, 17	9,111,252	-0.83%
31 Dec, 16	9,187,432	1.76%
30 Sep, 16	9,028,668	5.37%
30 Jun, 16	8,568,847	-8.19%
31 Mar, 16	9,333,028	-2.48%
31 Dec, 15	9,570,098	-13.71%
30 Sep, 15	11,091,123	-0.92%
30 Jun, 15	11,193,951	-14.09%
31 Mar, 15	13,029,763	15.71%
31 Dec, 14	11,261,126	1.66%
30 Sep, 14	11,076,842	-0.14%
30 Jun, 14	11,092,723	7.24%
31 Mar, 14	10,343,489	3.48%
31 Dec, 13	9,995,443	54.91%
30 Sep, 13	6,452,484	29.91%
30 Jun, 13	4,966,956	204.87%
31 Mar, 13	1,629,202	35.25%
31 Dec, 12	1,204,607	111.54%
30 Sep, 12	569,437	-27.24%
30 Jun, 12	782,593	399.74%
31 Mar, 12	156,600	6.68%
31 Dec, 11	146,800	-56.56%
30 Sep, 11	337,899	-7.81%
30 Jun, 11	366,532	5.67%
31 Mar, 11	346,876	4.69%
31 Dec, 10	331,333	17.04%
30 Sep, 10	283,100	4.81%
30 Jun, 10	270,119	14.10%
31 Mar, 10	236,734	-19.90%
31 Dec, 09	295,559	42.85%
30 Sep, 09	206,900	417.25%
30 Jun, 09	40,000	-
31 Dec, 08	87,519	250.08%
30 Sep, 08	25,000	-64.89%
30 Jun, 08	71,200	-
31 Mar, 08	71,200	-1.39%
31 Dec, 07	72,200	237.38%
30 Sep, 07	21,400	4.90%
30 Jun, 07	20,400	-93.96%
31 Mar, 07	337,580	-18.52%
31 Dec, 06	414,300	-6.89%
30 Sep, 06	444,951	-

Streamline Health Solutions (STRM) has 12.39M shares outstanding as of 30 Jun 24, down -0.21% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	21.27%	4.44%
31 Mar, 24	21.89%	2.02%
31 Dec, 23	32.94%	3.10%
30 Sep, 23	32.58%	2.79%
30 Jun, 23	34.20%	2.32%
31 Mar, 23	38.40%	2.90%
31 Dec, 22	36.38%	3.09%
30 Sep, 22	34.31%	5.72%
30 Jun, 22	24.50%	3.96%
31 Mar, 22	24.89%	1.66%
31 Dec, 21	38.77%	2.67%
30 Sep, 21	38.09%	1.92%
30 Jun, 21	44.58%	1.74%
31 Mar, 21	50.57%	2.35%
31 Dec, 20	46.40%	2.21%
30 Sep, 20	45.79%	2.33%
30 Jun, 20	44.35%	2.21%
31 Mar, 20	44.80%	1.98%
31 Dec, 19	47.51%	2.75%
30 Sep, 19	41.55%	2.12%
30 Jun, 19	44.24%	2.20%
31 Mar, 19	44.81%	2.12%
31 Dec, 18	45.96%	3.25%
30 Sep, 18	37.62%	2.65%
30 Jun, 18	37.67%	2.63%
31 Mar, 18	37.88%	2.92%
31 Dec, 17	36.00%	2.80%
30 Sep, 17	35.87%	2.46%
30 Jun, 17	38.20%	1.79%
31 Mar, 17	46.26%	2.13%
31 Dec, 16	46.65%	2.21%
30 Sep, 16	45.96%	2.45%
30 Jun, 16	43.29%	1.79%
31 Mar, 16	49.13%	1.94%
31 Dec, 15	50.38%	1.44%
30 Sep, 15	59.16%	1.64%
30 Jun, 15	60.09%	1.22%
31 Mar, 15	70.05%	1.87%
31 Dec, 14	61.14%	1.67%
30 Sep, 14	60.50%	1.62%
30 Jun, 14	61.04%	1.88%
31 Mar, 14	57.00%	1.52%
31 Dec, 13	61.18%	2.58%
30 Sep, 13	48.67%	3.26%
30 Jun, 13	38.62%	23.40%
31 Mar, 13	12.85%	11.99%
31 Dec, 12	10.35%	49.04%
30 Sep, 12	4.59%	9.61%
30 Jun, 12	6.92%	299.61%
31 Mar, 12	1.52%	74.91%
31 Dec, 11	1.42%	12.33%
30 Sep, 11	3.40%	24.38%
30 Jun, 11	3.73%	28.89%
31 Mar, 11	3.59%	30.49%
31 Dec, 10	3.43%	38.96%
30 Sep, 10	2.97%	36.78%
30 Jun, 10	2.84%	44.92%
31 Mar, 10	2.51%	25.51%
31 Dec, 09	3.14%	65.13%
30 Sep, 09	2.20%	1207.13%
30 Jun, 09	0.43%	-
31 Dec, 08	0.94%	1295.65%
30 Sep, 08	0.27%	45.61%
30 Jun, 08	0.77%	129.85%
31 Mar, 08	0.77%	125.77%
31 Dec, 07	0.78%	1459.14%
30 Sep, 07	0.23%	473.41%
30 Jun, 07	0.22%	1.65%
31 Mar, 07	3.66%	18.12%
31 Dec, 06	4.50%	19.28%
30 Sep, 06	4.83%	-

As of 30 Jun 24, Streamline Health Solutions is held by 21.27% institutional shareholders, representing a 4.44% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	9	28.57%
31 Mar, 24	7	-50.00%
31 Dec, 23	14	-26.32%
30 Sep, 23	19	26.67%
30 Jun, 23	15	-28.57%
31 Mar, 23	21	-8.70%
31 Dec, 22	23	187.50%
30 Sep, 22	8	-20.00%
30 Jun, 22	10	-
31 Mar, 22	10	25.00%
31 Dec, 21	8	-
30 Sep, 21	8	-33.33%
30 Jun, 21	12	-40.00%
31 Mar, 21	20	122.22%
31 Dec, 20	9	12.50%
30 Sep, 20	8	-
30 Jun, 20	8	-11.11%
31 Mar, 20	9	-30.77%
31 Dec, 19	13	85.71%
30 Sep, 19	7	-12.50%
30 Jun, 19	8	-
31 Mar, 19	8	33.33%
31 Dec, 18	6	-50.00%
30 Sep, 18	12	20.00%
30 Jun, 18	10	-
31 Mar, 18	10	-37.50%
31 Dec, 17	16	128.57%
30 Sep, 17	7	-30.00%
30 Jun, 17	10	-
31 Mar, 17	10	-
31 Dec, 16	10	25.00%
30 Sep, 16	8	-27.27%
30 Jun, 16	11	-15.38%
31 Mar, 16	13	30.00%
31 Dec, 15	10	-9.09%
30 Sep, 15	11	-21.43%
30 Jun, 15	14	75.00%
31 Mar, 15	8	-50.00%
31 Dec, 14	16	-
30 Sep, 14	16	-20.00%
30 Jun, 14	20	-23.08%
31 Mar, 14	26	-21.21%
31 Dec, 13	33	57.14%
30 Sep, 13	21	-19.23%
30 Jun, 13	26	420.00%
31 Mar, 13	5	-16.67%
31 Dec, 12	6	-
30 Sep, 12	6	20.00%
30 Jun, 12	5	150.00%
31 Mar, 12	2	100.00%
31 Dec, 11	1	-66.67%
30 Sep, 11	3	50.00%
30 Jun, 11	2	-33.33%
31 Mar, 11	3	200.00%
31 Dec, 10	1	-
30 Sep, 10	1	-50.00%
30 Jun, 10	2	100.00%
31 Mar, 10	1	-66.67%
31 Dec, 09	3	-
30 Sep, 09	3	50.00%
30 Jun, 09	2	-
31 Dec, 08	2	100.00%
30 Sep, 08	1	-
30 Jun, 08	-	-
31 Mar, 08	-	-100.00%
31 Dec, 07	1	-
30 Sep, 07	1	-
30 Jun, 07	-	-100.00%
31 Mar, 07	2	-
31 Dec, 06	-	-100.00%
30 Sep, 06	3	-

9 institutional shareholders have increased their position in STRM stock as of 30 Jun 24 compared to 7 in the previous quarter (a 28.57% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	10	-23.08%
31 Mar, 24	13	8.33%
31 Dec, 23	12	-
30 Sep, 23	12	33.33%
30 Jun, 23	9	50.00%
31 Mar, 23	6	100.00%
31 Dec, 22	3	-25.00%
30 Sep, 22	4	100.00%
30 Jun, 22	2	-66.67%
31 Mar, 22	6	50.00%
31 Dec, 21	4	-20.00%
30 Sep, 21	5	-28.57%
30 Jun, 21	7	600.00%
31 Mar, 21	1	-80.00%
31 Dec, 20	5	-28.57%
30 Sep, 20	7	133.33%
30 Jun, 20	3	-25.00%
31 Mar, 20	4	33.33%
31 Dec, 19	3	-
30 Sep, 19	3	-40.00%
30 Jun, 19	5	25.00%
31 Mar, 19	4	-55.56%
31 Dec, 18	9	50.00%
30 Sep, 18	6	50.00%
30 Jun, 18	4	-33.33%
31 Mar, 18	6	50.00%
31 Dec, 17	4	-
30 Sep, 17	4	-20.00%
30 Jun, 17	5	25.00%
31 Mar, 17	4	-33.33%
31 Dec, 16	6	-45.45%
30 Sep, 16	11	120.00%
30 Jun, 16	5	-28.57%
31 Mar, 16	7	-12.50%
31 Dec, 15	8	-
30 Sep, 15	8	-
30 Jun, 15	8	-
31 Mar, 15	8	14.29%
31 Dec, 14	7	-30.00%
30 Sep, 14	10	66.67%
30 Jun, 14	6	-25.00%
31 Mar, 14	8	60.00%
31 Dec, 13	5	-50.00%
30 Sep, 13	10	100.00%
30 Jun, 13	5	400.00%
31 Mar, 13	1	-50.00%
31 Dec, 12	2	-
30 Sep, 12	-	-100.00%
30 Jun, 12	1	-
31 Mar, 12	1	-
31 Dec, 11	-	-
30 Sep, 11	-	-100.00%
30 Jun, 11	2	-
31 Mar, 11	-	-
31 Dec, 10	-	-100.00%
30 Sep, 10	1	-
30 Jun, 10	-	-100.00%
31 Mar, 10	1	-
31 Dec, 09	1	-
30 Sep, 09	-	-
30 Jun, 09	-	-
31 Dec, 08	-	-
30 Sep, 08	-	-
30 Jun, 08	-	-
31 Mar, 08	-	-
31 Dec, 07	-	-
30 Sep, 07	-	-
30 Jun, 07	-	-100.00%
31 Mar, 07	2	100.00%
31 Dec, 06	1	-
30 Sep, 06	-	-

10 institutional shareholders have reduced their position in STRM stock as of 30 Jun 24 compared to 13 in the previous quarter (a -23.08% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	29	-3.33%	12,386,588	-0.21%	21.27%	4.44%	9	28.57%	10	-23.08%
31 Mar, 24	30	-25.00%	12,412,678	-33.55%	21.89%	2.02%	7	-50.00%	13	8.33%
31 Dec, 23	40	-11.11%	18,678,554	1.71%	32.94%	3.10%	14	-26.32%	12	-
30 Sep, 23	45	15.38%	18,363,921	-4.07%	32.58%	2.79%	19	26.67%	12	33.33%
30 Jun, 23	39	5.41%	19,143,429	1.06%	34.20%	2.32%	15	-28.57%	9	50.00%
31 Mar, 23	37	-	18,942,356	5.55%	38.40%	2.90%	21	-8.70%	6	100.00%
31 Dec, 22	37	27.59%	17,945,849	9.59%	36.38%	3.09%	23	187.50%	3	-25.00%
30 Sep, 22	29	7.41%	16,375,130	41.51%	34.31%	5.72%	8	-20.00%	4	100.00%
30 Jun, 22	27	-3.57%	11,572,056	-1.13%	24.50%	3.96%	10	-	2	-66.67%
31 Mar, 22	28	7.69%	11,704,153	-29.49%	24.89%	1.66%	10	25.00%	6	50.00%
31 Dec, 21	26	-10.34%	16,598,901	-4.67%	38.77%	2.67%	8	-	4	-20.00%
30 Sep, 21	29	-9.38%	17,411,227	-5.41%	38.09%	1.92%	8	-33.33%	5	-28.57%
30 Jun, 21	32	-3.03%	18,406,782	-2.93%	44.58%	1.74%	12	-40.00%	7	600.00%
31 Mar, 21	33	10.00%	18,962,602	34.94%	50.57%	2.35%	20	122.22%	1	-80.00%
31 Dec, 20	30	3.45%	14,052,494	1.33%	46.40%	2.21%	9	12.50%	5	-28.57%
30 Sep, 20	29	3.57%	13,867,490	4.14%	45.79%	2.33%	8	-	7	133.33%
30 Jun, 20	28	-	13,315,915	-0.15%	44.35%	2.21%	8	-11.11%	3	-25.00%
31 Mar, 20	28	-6.67%	13,336,004	-5.70%	44.80%	1.98%	9	-30.77%	4	33.33%
31 Dec, 19	30	11.11%	14,141,978	57.57%	47.51%	2.75%	13	85.71%	3	-
30 Sep, 19	27	-6.90%	8,975,069	1.87%	41.55%	2.12%	7	-12.50%	3	-40.00%
30 Jun, 19	29	7.41%	8,810,568	-0.66%	44.24%	2.20%	8	-	5	25.00%
31 Mar, 19	27	-15.63%	8,869,409	-1.25%	44.81%	2.12%	8	33.33%	4	-55.56%
31 Dec, 18	32	-5.88%	8,981,399	20.86%	45.96%	3.25%	6	-50.00%	9	50.00%
30 Sep, 18	34	13.33%	7,431,249	-1.23%	37.62%	2.65%	12	20.00%	6	50.00%
30 Jun, 18	30	7.14%	7,523,792	-0.61%	37.67%	2.63%	10	-	4	-33.33%
31 Mar, 18	28	-12.50%	7,570,031	5.20%	37.88%	2.92%	10	-37.50%	6	50.00%
31 Dec, 17	32	33.33%	7,195,655	0.37%	36.00%	2.80%	16	128.57%	4	-
30 Sep, 17	24	-17.24%	7,168,913	-5.40%	35.87%	2.46%	7	-30.00%	4	-20.00%
30 Jun, 17	29	-12.12%	7,577,756	-16.83%	38.20%	1.79%	10	-	5	25.00%
31 Mar, 17	33	-10.81%	9,111,252	-0.83%	46.26%	2.13%	10	-	4	-33.33%
31 Dec, 16	37	-5.13%	9,187,432	1.76%	46.65%	2.21%	10	25.00%	6	-45.45%
30 Sep, 16	39	5.41%	9,028,668	5.37%	45.96%	2.45%	8	-27.27%	11	120.00%
30 Jun, 16	37	-2.63%	8,568,847	-8.19%	43.29%	1.79%	11	-15.38%	5	-28.57%
31 Mar, 16	38	11.76%	9,333,028	-2.48%	49.13%	1.94%	13	30.00%	7	-12.50%
31 Dec, 15	34	-8.11%	9,570,098	-13.71%	50.38%	1.44%	10	-9.09%	8	-
30 Sep, 15	37	-2.63%	11,091,123	-0.92%	59.16%	1.64%	11	-21.43%	8	-
30 Jun, 15	38	2.70%	11,193,951	-14.09%	60.09%	1.22%	14	75.00%	8	-
31 Mar, 15	37	-5.13%	13,029,763	15.71%	70.05%	1.87%	8	-50.00%	8	14.29%
31 Dec, 14	39	-	11,261,126	1.66%	61.14%	1.67%	16	-	7	-30.00%
30 Sep, 14	39	-4.88%	11,076,842	-0.14%	60.50%	1.62%	16	-20.00%	10	66.67%
30 Jun, 14	41	-	11,092,723	7.24%	61.04%	1.88%	20	-23.08%	6	-25.00%
31 Mar, 14	41	-10.87%	10,343,489	3.48%	57.00%	1.52%	26	-21.21%	8	60.00%
31 Dec, 13	46	17.95%	9,995,443	54.91%	61.18%	2.58%	33	57.14%	5	-50.00%
30 Sep, 13	39	18.18%	6,452,484	29.91%	48.67%	3.26%	21	-19.23%	10	100.00%
30 Jun, 13	33	230.00%	4,966,956	204.87%	38.62%	23.40%	26	420.00%	5	400.00%
31 Mar, 13	10	-	1,629,202	35.25%	12.85%	11.99%	5	-16.67%	1	-50.00%
31 Dec, 12	10	11.11%	1,204,607	111.54%	10.35%	49.04%	6	-	2	-
30 Sep, 12	9	12.50%	569,437	-27.24%	4.59%	9.61%	6	20.00%	-	-100.00%
30 Jun, 12	8	100.00%	782,593	399.74%	6.92%	299.61%	5	150.00%	1	-
31 Mar, 12	4	33.33%	156,600	6.68%	1.52%	74.91%	2	100.00%	1	-
31 Dec, 11	3	-50.00%	146,800	-56.56%	1.42%	12.33%	1	-66.67%	-	-
30 Sep, 11	6	-	337,899	-7.81%	3.40%	24.38%	3	50.00%	-	-100.00%
30 Jun, 11	6	20.00%	366,532	5.67%	3.73%	28.89%	2	-33.33%	2	-
31 Mar, 11	5	25.00%	346,876	4.69%	3.59%	30.49%	3	200.00%	-	-
31 Dec, 10	4	-	331,333	17.04%	3.43%	38.96%	1	-	-	-100.00%
30 Sep, 10	4	-	283,100	4.81%	2.97%	36.78%	1	-50.00%	1	-
30 Jun, 10	4	33.33%	270,119	14.10%	2.84%	44.92%	2	100.00%	-	-100.00%
31 Mar, 10	3	-40.00%	236,734	-19.90%	2.51%	25.51%	1	-66.67%	1	-
31 Dec, 09	5	25.00%	295,559	42.85%	3.14%	65.13%	3	-	1	-
30 Sep, 09	4	100.00%	206,900	417.25%	2.20%	1207.13%	3	50.00%	-	-
30 Jun, 09	2	-	40,000	-	0.43%	-	2	-	-	-
31 Dec, 08	2	100.00%	87,519	250.08%	0.94%	1295.65%	2	100.00%	-	-
30 Sep, 08	1	-50.00%	25,000	-64.89%	0.27%	45.61%	1	-	-	-
30 Jun, 08	2	-	71,200	-	0.77%	129.85%	-	-	-	-
31 Mar, 08	2	-33.33%	71,200	-1.39%	0.77%	125.77%	-	-100.00%	-	-
31 Dec, 07	3	50.00%	72,200	237.38%	0.78%	1459.14%	1	-	-	-
30 Sep, 07	2	100.00%	21,400	4.90%	0.23%	473.41%	1	-	-	-
30 Jun, 07	1	-80.00%	20,400	-93.96%	0.22%	1.65%	-	-100.00%	-	-100.00%
31 Mar, 07	5	66.67%	337,580	-18.52%	3.66%	18.12%	2	-	2	100.00%
31 Dec, 06	3	-	414,300	-6.89%	4.50%	19.28%	-	-100.00%	1	-
30 Sep, 06	3	-	444,951	-	4.83%	-	3	-	-	-

Streamline Health Solutions Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	Lovvorn Wendy L	officer	Chief People Officer	F-InKind	Sell	8,785	$0.49	$4.30K	519,981
Aug 15, 2024	Lovvorn Wendy L	officer	Chief People Officer	F-InKind	Sell	19,640	$0.48	$9.43K	500,341
Aug 15, 2024	Lovvorn Wendy L	officer	Chief People Officer	F-InKind	Sell	11,597	$0.31	$3.60K	488,744
Aug 15, 2024	Reeves Bryant J III	officer	Chief Financial Officer	F-InKind	Sell	1,733	$0.48	$831.84	227,685
Aug 15, 2024	Stilwill Benjamin Louis	director, officer	President and CEO	F-InKind	Sell	10,821	$0.51	$5.52K	623,603
Aug 15, 2024	Stilwill Benjamin Louis	director, officer	President and CEO	F-InKind	Sell	18,327	$0.48	$8.80K	605,276
Jul 19, 2024	Green Wyche T III	director	-	F-InKind	Sell	23,096	$0.48	$11.09K	960,583
Jul 19, 2024	Green Wyche T III	director	-	F-InKind	Sell	17,570	$0.31	$5.45K	943,013

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	Lovvorn Wendy L	officer	Chief People Officer	F-InKind	Sell	8,785	$0.49	$4.30K	519,981
Aug 15, 2024	Lovvorn Wendy L	officer	Chief People Officer	F-InKind	Sell	19,640	$0.48	$9.43K	500,341
Aug 15, 2024	Lovvorn Wendy L	officer	Chief People Officer	F-InKind	Sell	11,597	$0.31	$3.60K	488,744
Aug 15, 2024	Reeves Bryant J III	officer	Chief Financial Officer	F-InKind	Sell	1,733	$0.48	$831.84	227,685
Aug 15, 2024	Stilwill Benjamin Louis	director, officer	President and CEO	F-InKind	Sell	10,821	$0.51	$5.52K	623,603
Aug 15, 2024	Stilwill Benjamin Louis	director, officer	President and CEO	F-InKind	Sell	18,327	$0.48	$8.80K	605,276
Jul 23, 2024	PHILLIPS JONATHAN R	director	-	A-Award	Buy	250,000	$0.50	$125.00K	1,444,171
Jul 22, 2024	LUCAS KENAN	director	-	A-Award	Buy	250,000	-	-	250,000
Jul 19, 2024	Starkey Judith	director	-	A-Award	Buy	250,000	$0.50	$125.00K	1,137,311
Jul 19, 2024	Ferayorni Justin John	director	-	A-Award	Buy	250,000	$0.50	$125.00K	833,633
Jul 19, 2024	Green Wyche T III	director	-	A-Award	Buy	300,000	$0.50	$150.00K	1,443,013
Jul 19, 2024	Green Wyche T III	director	-	A-Award	Buy	200,000	$0.50	$100.00K	1,143,013
Jul 19, 2024	Green Wyche T III	director	-	F-InKind	Sell	23,096	$0.48	$11.09K	960,583
Jul 19, 2024	Green Wyche T III	director	-	F-InKind	Sell	17,570	$0.31	$5.45K	943,013
May 01, 2024	Stilwill Benjamin Louis	director, officer	President and CEO	A-Award	Buy	170,000	$0.31	$52.70K	634,424
May 01, 2024	Lovvorn Wendy L	officer	Chief People Officer	A-Award	Buy	150,000	$0.31	$46.50K	528,766
May 01, 2024	Reeves Bryant J III	officer	Chief Financial Officer	A-Award	Buy	150,000	$0.31	$46.50K	229,418
Feb 08, 2024	Green Wyche T III	director	-	A-Award	Buy	921,053	$0.38	$350.00K	921,053
Feb 08, 2024	PHILLIPS JONATHAN R	director	-	A-Award	Buy	46,053	$0.38	$17.50K	46,053
Feb 08, 2024	Ferayorni Justin John	director, 10 percent owner		A-Award	Buy	460,526	$0.38	$175.00K	460,526

The last insider sell of Streamline Health Solutions's stock was made by Lovvorn Wendy L on Aug 15 2024, selling 8,785 shares at $0.49 per share (valued at $4.30K).

Streamline Health Solutions Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	4	-	-
Q2 2024	3	2	150.00%
Q1 2024	4	2	200.00%
Q4 2023	1	7	14.29%
Q2 2023	7	4	175.00%
Q1 2023	-	2	-
Q4 2022	9	3	300.00%
Q3 2022	-	2	-
Q2 2022	5	-	-
Q1 2022	-	7	-
Q4 2021	1	4	25.00%
Q3 2021	-	5	-
Q2 2021	3	7	42.86%
Q1 2021	11	8	137.50%
Q4 2020	-	4	-
Q3 2020	-	7	-
Q2 2020	7	4	175.00%
Q1 2020	1	8	12.50%
Q4 2019	7	6	116.67%
Q3 2019	3	7	42.86%

4 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Streamline Health Solutions's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	-	-
Q2 2024	-	-	-
Q1 2024	-	-	-
Q4 2023	-	-	-
Q2 2023	-	-	-
Q1 2023	-	-	-
Q4 2022	1	-	-
Q3 2022	-	-	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	1	-	-
Q3 2021	-	-	-
Q2 2021	-	-	-
Q1 2021	1	-	-
Q4 2020	-	-	-
Q3 2020	-	-	-
Q2 2020	-	-	-
Q1 2020	-	1	-
Q4 2019	4	-	-
Q3 2019	-	-	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Streamline Health Solutions's stocks.

Streamline Health Solutions Peer Ownership

Ticker	Company
FORA	Forian Inc.
NRC	National Research Corporation
CPSI	TruBridge, Inc.
HQY	HealthEquity, Inc.
HSTM	HealthStream, Inc.
HCAT	Health Catalyst, Inc.

STRM Ownership FAQ

Who Owns Streamline Health Solutions?

Streamline Health Solutions is owned by institutional shareholders (21.27%), insiders (24.06%), and public (54.66%). The largest institutional shareholder of Streamline Health Solutions is HARBERT FUND ADVISORS, INC. (8.29% of total shares) and the top mutual fund owner is Starboard Investment Trust (0.73% of total shares).

Who are the major institutional shareholders of Streamline Health Solutions?

Streamline Health Solutions's major institutional shareholders are HARBERT FUND ADVISORS, INC., PERKINS CAPITAL MANAGEMENT INC, VANGUARD GROUP INC, HERALD INVESTMENT MANAGEMENT LTD, and NICHOLAS HOFFMAN & COMPANY, LLC.. The top five shareholders own together 17.24% of the company's share outstanding.

How many Streamline Health Solutions shareholders are there?

As of Jun 2024, there are 29 institutional shareholders of Streamline Health Solutions.

What percentage of Streamline Health Solutions is owned by HARBERT FUND ADVISORS, INC?

HARBERT FUND ADVISORS, INC owns 4.82M shares of Streamline Health Solutions, representing 8.29% of the company's total shares outstanding, valued at $2.22M (as of Jun 2024).

What percentage of Streamline Health Solutions is owned by PERKINS CAPITAL MANAGEMENT INC?

As of Jun 2024, PERKINS CAPITAL MANAGEMENT INC holds 1.97M shares of Streamline Health Solutions (STRM), compromising 3.38% of the company, valued at $906K.

What percentage of Streamline Health Solutions is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC is the third largest holder of Streamline Health Solutions. The company owns 1.67M of the company's shares outstanding (worth $769.36K).