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 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-715- 30.49% |
$37.5K - $48.2K
|
1.63K
$147K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-807- 1.41% |
$42.3K - $54.4K
|
56.6K
$5.11M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-822- 0.74% |
$43.1K - $55.4K
|
111K
$9.99M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-850- 11.11% |
$44.6K - $57.3K
|
6.8K
$614K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-875- 5.95% |
$45.9K - $59K
|
13.8K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-890- 0.78% |
$46.7K - $60K
|
113K
$10.2M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1K- 12.09% |
$52.4K - $67.4K
|
7.27K
$657K
|
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-1.04K- 36.35% |
$54.3K - $69.8K
|
1.81K
$164K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.09K- 19.49% |
$57.4K - $73.7K
|
4.52K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.17K- 9.26% |
$61.4K - $78.9K
|
11.5K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.36K- 0.57% |
$71.1K - $91.4K
|
237K
$21.4M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.4K- 1.31% |
$73.4K - $94.4K
|
105K
$9.5M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 14.08% |
$76.1K - $97.8K
|
8.85K
$800K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.5K- 11.33% |
$78.4K - $101K
|
11.7K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.54K- 10.97% |
$80.8K - $104K
|
12.5K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.54K- 10.63% |
$80.9K - $104K
|
13K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.61K- 42.45% |
$84.4K - $109K
|
2.18K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.8K- 0.93% |
$94.3K - $121K
|
191K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.97K- 2.07% |
$104K - $133K
|
93.5K
$8.45M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.05K- 11.18% |
$108K - $138K
|
16.3K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-2.09K- 1.16% |
$109K - $141K
|
177K
$16M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.23K- 19.77% |
$117K - $150K
|
9.03K
$816K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.26K- 0.29% |
$118K - $152K
|
766K
$69.2M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.3K- 21.5% |
$121K - $155K
|
8.4K
$759K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.34K- 32.32% |
$123K - $158K
|
4.9K
$443K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.37K- 13.78% |
$124K - $160K
|
14.8K
$1.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.42K- 5.21% |
$127K - $163K
|
44K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.56K- 2.6% |
$134K - $173K
|
96.2K
$8.69M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-2.6K- 22.22% |
$136K - $175K
|
9.1K
$822K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.11K- 5.22% |
$163K - $210K
|
56.4K
$5.1M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-3.11K- 6.13% |
$163K - $210K
|
47.7K
$4.31M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.81K- 1.38% |
$200K - $257K
|
272K
$24.5M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-3.99K- 49.32% |
$209K - $269K
|
4.1K
$370K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-4.98K- 5.39% |
$261K - $336K
|
87.4K
$7.89M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.98K- 23.33% |
$261K - $336K
|
16.4K
$1.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-5.1K- 35.92% |
$267K - $344K
|
9.1K
$822K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.32K- 12.47% |
$279K - $358K
|
37.3K
$3.37M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.62K- 19.42% |
$295K - $379K
|
23.3K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.8K- 0.84% |
$304K - $391K
|
687K
$62M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.8K- 0.84% |
$304K - $391K
|
687K
$62M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-6.3K- 13.2% |
$330K - $424K
|
41.4K
$3.74M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-6.48K- 94.94% |
$340K - $436K
|
345
$31.2K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7.07K- 38.04% |
$371K - $477K
|
11.5K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-7.21K- 55.36% |
$378K - $486K
|
5.82K
$525K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7.67K- 99.24% |
$402K - $517K
|
59
$5.33K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.01K- 43.22% |
$420K - $540K
|
10.5K
$951K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-9K- 68.76% |
$472K - $606K
|
4.09K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-9.11K- 10.42% |
$477K - $614K
|
78.3K
$7.07M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-9.17K- 58.71% |
$481K - $618K
|
6.45K
$582K
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-9.81K- 15.28% |
$514K - $661K
|
54.4K
$4.91M
|