Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 436 institutions that hold shares in the stock, with a total of 81.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
276
shares
|
$28,058
0.0% of portfolio
|
Q3 2024
Reduced 25.81%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
272
shares
|
$27,651
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
250
shares
|
$25,415
0.0% of portfolio
|
Q3 2024
Added 346.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
249
shares
|
$25,313
0.0% of portfolio
|
Q3 2024
Added 104.1%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
234
shares
|
$23,788
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
232
shares
|
$23,585
0.0% of portfolio
|
Q2 2024
Added 11.0%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
226
shares
|
$22,975
0.0% of portfolio
|
Q3 2024
Added 182.5%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
222
shares
|
$22,568
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
213
shares
|
$21,653
0.0% of portfolio
|
Q3 2024
Added 36.54%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
200
shares
|
$20,332
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
190
shares
|
$19,315
0.0% of portfolio
|
Q2 2024
Added 2011.11%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
190
shares
|
$19,315
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
187
shares
|
$19,010
0.01% of portfolio
|
Q3 2024
Added 43.85%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
180
shares
|
$18,298
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
179
shares
|
$18,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
175
shares
|
$17,790
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
151
shares
|
$15,350
0.0% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
150
shares
|
$15,249
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
144
shares
|
$14,639
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
143
shares
|
$14,537
0.0% of portfolio
|
Q4 2022
Added 13.49%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
117
shares
|
$11,894
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
111
shares
|
$11,284
0.0% of portfolio
|
Q3 2024
Reduced 37.99%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
110
shares
|
$11,182
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
106
shares
|
$10,775
0.0% of portfolio
|
Q3 2024
Added 241.94%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
105
shares
|
$10,674
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|