Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 434 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 $8.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
23
shares
|
$2,368
0.0% of portfolio
|
Q1 2024
Reduced 97.17%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2024 Q3 2024 |
23
shares
|
$2,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
21
shares
|
$2,162
0.0% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
19
shares
|
$1,956
0.0% of portfolio
|
Q3 2024
Added 72.73%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
19
shares
|
$1,956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
13
shares
|
$1,338
0.0% of portfolio
|
Q3 2023
Added 62.5%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
13
shares
|
$1,338
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
13
shares
|
$1,338
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
12
shares
|
$1,235
0.0% of portfolio
|
Q3 2024
Reduced 67.57%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
10
shares
|
$1,029
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
10
shares
|
$1,029
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
7
shares
|
$720
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
6
shares
|
$617
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
5
shares
|
$514
0.0% of portfolio
|
Q3 2023
Added 2.78%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
5
shares
|
$514
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
5
shares
|
$514
0.0% of portfolio
|
Q2 2022
Reduced 95.54%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4
shares
|
$411
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
2
shares
|
$205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2
shares
|
$205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
2
shares
|
$205
0.0% of portfolio
|
Q4 2023
Reduced 75.0%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2
shares
|
$205
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1
shares
|
$102
0.0% of portfolio
|
Q3 2024
New holding
|