Purchases and Sales Made in Q1 2023 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q1 2023. The information is specifically focused on institutions that hold shares of HEALTHEQUITY, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
7+ 0.03% |
$367 - $472
|
24.7K
$2.57M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 20.59% |
$367 - $472
|
41
$4.27K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
4New |
$210 - $270
|
4
$417
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.36% |
$210 - $270
|
1.11K
$116K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 15.0% |
$157 - $202
|
23
$2.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 8.57% |
$157 - $202
|
38
$3.96K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 9.09% |
$52.4 - $67.4
|
12
$1.25K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.6% |
$52.4 - $67.4
|
167
$17.4K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$52.4 - $67.4
|
1
$104
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-4- 21.05% |
$210 - $270
|
15
$1.56K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 8.7% |
$210 - $270
|
42
$4.38K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-6- 28.57% |
$315 - $404
|
15
$1.56K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 42.86% |
$315 - $404
|
8
$834
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 42.86% |
$315 - $404
|
8
$834
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 20.0% |
$367 - $472
|
28
$2.92K
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-11- 0.06% |
$577 - $742
|
17.6K
$1.83M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-16Closed |
$839 - $1.08K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-22- 95.65% |
$1.15K - $1.48K
|
1
$104
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-23- 14.02% |
$1.21K - $1.55K
|
141
$14.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-23- 11.79% |
$1.21K - $1.55K
|
172
$17.9K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-29- 54.72% |
$1.52K - $1.95K
|
24
$2.5K
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-30- 0.19% |
$1.57K - $2.02K
|
16.1K
$1.68M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-41- 14.04% |
$2.15K - $2.76K
|
251
$26.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 43.12% |
$2.46K - $3.17K
|
62
$6.46K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-73- 1.87% |
$3.83K - $4.92K
|
3.83K
$399K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-85- 20.78% |
$4.46K - $5.73K
|
324
$33.8K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.46% |
$5.24K - $6.74K
|
21.4K
$2.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.44% |
$5.24K - $6.74K
|
22.5K
$2.35M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-125- 25.3% |
$6.56K - $8.43K
|
369
$38.5K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-130- 0.87% |
$6.82K - $8.76K
|
14.8K
$1.54M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-130- 1.68% |
$6.82K - $8.76K
|
7.6K
$792K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-170- 1.44% |
$8.91K - $11.5K
|
11.7K
$1.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-207- 40.67% |
$10.9K - $14K
|
302
$31.5K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-239- 0.14% |
$12.5K - $16.1K
|
170K
$17.7M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-248- 5.51% |
$13K - $16.7K
|
4.25K
$443K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-259- 6.17% |
$13.6K - $17.5K
|
3.94K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-260- 4.17% |
$13.6K - $17.5K
|
5.97K
$622K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-359- 0.98% |
$18.8K - $24.2K
|
36.4K
$3.79M
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-365- 1.45% |
$19.1K - $24.6K
|
24.8K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-384- 0.57% |
$20.1K - $25.9K
|
67.4K
$7.03M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-499- 5.29% |
$26.2K - $33.6K
|
8.93K
$931K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-583- 4.13% |
$30.6K - $39.3K
|
13.5K
$1.41M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-653- 82.24% |
$34.2K - $44K
|
141
$14.7K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-665- 0.06% |
$34.9K - $44.8K
|
1.17M
$122M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-705- 13.58% |
$37K - $47.5K
|
4.49K
$468K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-715- 30.49% |
$37.5K - $48.2K
|
1.63K
$170K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-807- 1.41% |
$42.3K - $54.4K
|
56.6K
$5.9M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-822- 0.74% |
$43.1K - $55.4K
|
111K
$11.5M
|