Purchases and Sales Made in Q1 2024 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q1 2024. 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 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
154+ 0.9% |
$10.2K - $12.9K
|
17.3K
$1.54M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
151+ 119.84% |
$9.99K - $12.6K
|
277
$24.6K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
150New |
$9.93K - $12.5K
|
150
$13.3K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
132+ 13.52% |
$8.73K - $11K
|
1.11K
$98.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
129+ 22.67% |
$8.54K - $10.8K
|
698
$62K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
128+ 2.23% |
$8.47K - $10.7K
|
5.86K
$521K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
115+ 16.94% |
$7.61K - $9.61K
|
794
$70.5K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
111+ 0.52% |
$7.34K - $9.27K
|
21.5K
$1.91M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 0.58% |
$6.62K - $8.35K
|
17.3K
$1.54M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
90New |
$5.96K - $7.52K
|
90
$7.99K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
88+ 0.46% |
$5.82K - $7.35K
|
19.1K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
85+ 0.45% |
$5.62K - $7.1K
|
19K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
81+ 7.25% |
$5.36K - $6.77K
|
1.2K
$106K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
68+ 2.63% |
$4.5K - $5.68K
|
2.66K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
66+ 13.39% |
$4.37K - $5.51K
|
559
$49.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
59+ 9.7% |
$3.9K - $4.93K
|
667
$59.2K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57New |
$3.77K - $4.76K
|
57
$5.06K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
55+ 0.59% |
$3.64K - $4.59K
|
9.31K
$827K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
49New |
$3.24K - $4.09K
|
49
$4.35K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
44New |
$2.91K - $3.68K
|
44
$3.91K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
43+ 1.23% |
$2.85K - $3.59K
|
3.54K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
41+ 0.33% |
$2.71K - $3.42K
|
12.3K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
37+ 28.91% |
$2.45K - $3.09K
|
165
$14.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
34+ 35.79% |
$2.25K - $2.84K
|
129
$11.5K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
32+ 69.57% |
$2.12K - $2.67K
|
78
$6.93K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
25+ 6.53% |
$1.65K - $2.09K
|
408
$36.2K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 250.0% |
$1.65K - $2.09K
|
35
$3.11K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
25New |
$1.65K - $2.09K
|
25
$2.22K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
22+ 46.81% |
$1.46K - $1.84K
|
69
$6.13K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
21New |
$1.39K - $1.75K
|
21
$1.87K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
15+ 0.19% |
$993 - $1.25K
|
7.77K
$690K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13+ 1300.0% |
$860 - $1.09K
|
14
$1.24K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 40.0% |
$662 - $835
|
35
$3.11K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1- 0.02% |
$66.2 - $83.5
|
4.9K
$435K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3- 0.35% |
$199 - $251
|
849
$75.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 33.33% |
$331 - $418
|
10
$888
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 4.17% |
$397 - $501
|
138
$12.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-10- 0.23% |
$662 - $835
|
4.42K
$392K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-15- 0.1% |
$993 - $1.25K
|
15.7K
$1.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-15- 2.23% |
$993 - $1.25K
|
658
$58.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-21- 0.03% |
$1.39K - $1.75K
|
67.9K
$6.03M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 71.43% |
$1.65K - $2.09K
|
10
$888
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-30- 65.22% |
$1.99K - $2.51K
|
16
$1.42K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-31- 15.74% |
$2.05K - $2.59K
|
166
$14.7K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-32- 6.08% |
$2.12K - $2.67K
|
494
$43.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-37- 16.67% |
$2.45K - $3.09K
|
185
$16.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.4% |
$6.62K - $8.35K
|
7.04K
$625K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 0.58% |
$6.62K - $8.35K
|
17.2K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-125- 51.87% |
$8.27K - $10.4K
|
116
$10.3K
|