Purchases and Sales Made in Q2 2021 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2021
Q2 2021
|
Appleton Group, LLC
|
BUY
|
- |
1.35K+ 33.68% |
$89.4K - $114K
|
5.35K
$530K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.26K+ 29.4% |
$83.7K - $107K
|
5.56K
$550K
|
|
|
Jul 23, 2021
Q2 2021
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.24K+ 4.56% |
$82.2K - $105K
|
28.5K
$2.82M
|
|
|
Aug 10, 2021
Q2 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.14K+ 4.13% |
$75.6K - $96.5K
|
28.8K
$2.85M
|
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
BUY
|
- |
1.13K+ 2.61% |
$74.9K - $95.6K
|
44.5K
$4.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
1.1K+ 3.73% |
$72.8K - $93K
|
30.5K
$3.02M
|
|
|
Aug 11, 2021
Q2 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.04K+ 20.92% |
$69K - $88.1K
|
6.02K
$596K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
863+ 2.31% |
$57.2K - $73K
|
38.2K
$3.78M
|
|
|
Aug 05, 2021
Q2 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
791+ 0.34% |
$52.4K - $66.9K
|
232K
$23M
|
|
|
Jul 28, 2021
Q2 2021
|
Exane Derivatives
|
BUY
|
- |
778+ 19450.0% |
$51.5K - $65.8K
|
782
$77.4K
|
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
693+ 16.58% |
$45.9K - $58.6K
|
4.87K
$482K
|
|
|
Mar 30, 2023
Q2 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
633+ 1.78% |
$41.9K - $53.6K
|
36.2K
$3.59M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
543+ 0.65% |
$36K - $45.9K
|
83.9K
$8.31M
|
|
|
Aug 13, 2021
Q2 2021
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
539+ 15.13% |
$35.7K - $45.6K
|
4.1K
$406K
|
|
|
Jul 30, 2021
Q2 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
524New |
$34.7K - $44.3K
|
524
$51.9K
|
|
|
Aug 11, 2021
Q2 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
478+ 1.51% |
$31.7K - $40.4K
|
32.1K
$3.17M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
400New |
$26.5K - $33.8K
|
400
$39.6K
|
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
400+ 200.0% |
$26.5K - $33.8K
|
600
$59.4K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
395New |
$26.2K - $33.4K
|
395
$39.1K
|
|
|
Jul 21, 2021
Q2 2021
|
Retirement Systems Of Alabama
|
BUY
|
- |
393+ 0.36% |
$26K - $33.2K
|
109K
$10.8M
|
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
357New |
$23.6K - $30.2K
|
357
$35.3K
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
296+ 5.25% |
$19.6K - $25K
|
5.93K
$587K
|
|
|
Aug 12, 2021
Q2 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
234+ 5.67% |
$15.5K - $19.8K
|
4.36K
$432K
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
222+ 11.22% |
$14.7K - $18.8K
|
2.2K
$218K
|
|
|
Aug 13, 2021
Q2 2021
|
Sageworth Trust CO
|
BUY
|
- |
220New |
$14.6K - $18.6K
|
220
$21.8K
|
|
|
Jul 27, 2021
Q2 2021
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
188+ 0.3% |
$12.5K - $15.9K
|
62.1K
$6.15M
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
126+ 2.99% |
$8.35K - $10.7K
|
4.35K
$430K
|
|
|
Aug 12, 2021
Q2 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
114+ 0.41% |
$7.55K - $9.64K
|
27.8K
$2.75M
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
110+ 0.65% |
$7.29K - $9.31K
|
17.2K
$1.7M
|
|
|
Jul 16, 2021
Q2 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.47% |
$6.62K - $8.46K
|
21.6K
$2.14M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
90+ 0.16% |
$5.96K - $7.61K
|
56K
$5.54M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
55+ 0.4% |
$3.64K - $4.65K
|
13.9K
$1.37M
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45+ 7.22% |
$2.98K - $3.81K
|
668
$66.1K
|
|
|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
38New |
$2.52K - $3.21K
|
38
$3.76K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
33+ 18.75% |
$2.19K - $2.79K
|
209
$20.7K
|
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
33New |
$2.19K - $2.79K
|
33
$3.27K
|
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
22+ 0.27% |
$1.46K - $1.86K
|
8.27K
$818K
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20+ 16.67% |
$1.32K - $1.69K
|
140
$13.9K
|
|
|
Jul 29, 2021
Q2 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
18+ 0.1% |
$1.19K - $1.52K
|
17.3K
$1.72M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
16New |
$1.06K - $1.35K
|
16
$1.58K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
7New |
$464 - $592
|
7
$693
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2New |
$132 - $169
|
2
$198
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.19% |
$132 - $169
|
170
$16.8K
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1+ 3.57% |
$66.2 - $84.6
|
29
$2.87K
|
|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4- 8.89% |
$265 - $338
|
41
$4.06K
|
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-13Closed |
$861 - $1.1K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Sciencast Management LP
|
SELL
|
- |
-22- 0.43% |
$1.46K - $1.86K
|
5.07K
$501K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-22- 45.83% |
$1.46K - $1.86K
|
26
$2.57K
|