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 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-149- 1.44% |
$9.86K - $12.4K
|
10.2K
$906K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-152- 3.63% |
$10.1K - $12.7K
|
4.03K
$358K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-169- 5.92% |
$11.2K - $14.1K
|
2.69K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-171- 1.41% |
$11.3K - $14.3K
|
11.9K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-180- 97.3% |
$11.9K - $15K
|
5
$444
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-194- 97.0% |
$12.8K - $16.2K
|
6
$533
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-223- 12.08% |
$14.8K - $18.6K
|
1.62K
$144K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-224- 0.26% |
$14.8K - $18.7K
|
86.4K
$7.67M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-242- 94.53% |
$16K - $20.2K
|
14
$1.24K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-264- 8.08% |
$17.5K - $22.1K
|
3K
$267K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-265- 3.14% |
$17.5K - $22.1K
|
8.17K
$726K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-305- 0.16% |
$20.2K - $25.5K
|
186K
$16.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-320- 7.26% |
$21.2K - $26.7K
|
4.09K
$363K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-357- 1.49% |
$23.6K - $29.8K
|
23.6K
$2.09M
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-365- 1.09% |
$24.2K - $30.5K
|
33.2K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-372- 7.69% |
$24.6K - $31.1K
|
4.47K
$397K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-400- 5.88% |
$26.5K - $33.4K
|
6.4K
$569K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-400- 24.54% |
$26.5K - $33.4K
|
1.23K
$109K
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-483- 1.37% |
$32K - $40.3K
|
34.7K
$3.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-492- 8.32% |
$32.6K - $41.1K
|
5.42K
$482K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-521- 5.86% |
$34.5K - $43.5K
|
8.37K
$743K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-616- 4.31% |
$40.8K - $51.5K
|
13.7K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-629- 0.25% |
$41.6K - $52.5K
|
253K
$22.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-745- 1.84% |
$49.3K - $62.2K
|
39.8K
$3.54M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-791- 97.17% |
$52.3K - $66.1K
|
23
$2.04K
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-814- 15.67% |
$53.9K - $68K
|
4.38K
$389K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-860- 28.1% |
$56.9K - $71.8K
|
2.2K
$195K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.01K- 2.71% |
$66.9K - $84.4K
|
36.4K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.1K- 8.9% |
$72.7K - $91.7K
|
11.2K
$998K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 0.61% |
$74.9K - $94.6K
|
186K
$16.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.18K- 13.19% |
$78.1K - $98.6K
|
7.77K
$690K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.2K- 34.19% |
$79.3K - $100K
|
2.31K
$205K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.2K- 7.74% |
$79.5K - $100K
|
14.3K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.2K- 99.92% |
$79.7K - $101K
|
1
$88.8
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.25K- 2.13% |
$83K - $105K
|
57.6K
$5.11M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.26K- 10.74% |
$83.4K - $105K
|
10.5K
$931K
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.4K- 6.57% |
$92.6K - $117K
|
19.9K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-1.44K- 80.85% |
$95.5K - $121K
|
342
$30.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.45K- 7.63% |
$95.6K - $121K
|
17.5K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-1.48K- 14.08% |
$97.9K - $124K
|
9.03K
$802K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.79K- 1.28% |
$119K - $150K
|
138K
$12.2M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.79K- 20.16% |
$119K - $150K
|
7.1K
$631K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.8K- 7.21% |
$119K - $150K
|
23.1K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.92K- 32.5% |
$127K - $161K
|
3.99K
$355K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.95K- 1.24% |
$129K - $163K
|
155K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-2.13K- 0.18% |
$141K - $178K
|
1.18M
$105M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.18K- 43.56% |
$144K - $182K
|
2.82K
$251K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.26K- 46.87% |
$149K - $188K
|
2.56K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.51K- 16.35% |
$166K - $210K
|
12.8K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.56K- 34.96% |
$170K - $214K
|
4.77K
$424K
|