Purchases and Sales Made in Q2 2022 in Healthequity, Inc. (HQY)

HQY Quotes by TradingView

This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q2 2022. 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
Jul 22, 2022 Q2 2022
Steward Financial Group LLC

BUY
 -
26
New
$1.41K - $1.86K
26 $2.37K
Aug 15, 2022 Q2 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
25
+ 0.7%
$1.35K - $1.79K
3.62K $330K
Aug 01, 2022 Q2 2022
Schubert & CO

BUY
 -
20
+ 153.85%
$1.08K - $1.43K
33 $3.01K
Jul 26, 2022 Q2 2022
Fin Trust Capital Advisors, LLC

BUY
 -
8
+ 3.51%
$433 - $573
236 $21.5K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
7
New
$379 - $501
7 $638
Aug 08, 2022 Q2 2022
Institutional & Family Asset Management, LLC

BUY
 -
6
+ 40.0%
$325 - $430
21 $1.91K
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

BUY
 -
5
+ 0.11%
$271 - $358
4.44K $404K
Aug 09, 2022 Q2 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
4
+ 40.0%
$217 - $286
14 $1.28K
Oct 12, 2023 Q2 2022
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
3
+ 0.07%
$162 - $215
4.45K $406K
Aug 10, 2022 Q2 2022
Lee Financial CO

Dallas, TX
BUY
 -
2
New
$108 - $143
2 $182
Jul 07, 2022 Q2 2022
Massmutual Trust CO Fsb

SELL
 -
-2
- 3.08%
$108 - $143
63 $5.74K
Aug 10, 2022 Q2 2022
Inspire Investing, LLC

Meridian, ID
SELL
 -
-4
- 0.12%
$217 - $286
3.45K $314K
Aug 05, 2022 Q2 2022
Cullen/Frost Bankers, Inc.

SELL
 -
-5
Closed
$271 - $358
0 $0
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-21
Closed
$1.14K - $1.5K
0 $0
Jul 28, 2022 Q2 2022
Sageworth Trust CO Of South Dakota

SELL
 -
-27
Closed
$1.46K - $1.93K
0 $0
Jul 28, 2022 Q2 2022
Whittier Trust CO

SELL
 -
-30
Closed
$1.62K - $2.15K
0 $0
Aug 09, 2022 Q2 2022
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-31
Closed
$1.68K - $2.22K
0 $0
Aug 04, 2022 Q2 2022
Concord Wealth Partners

SELL
 -
-38
Closed
$2.06K - $2.72K
0 $0
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-47
Closed
$2.54K - $3.37K
0 $0
Aug 10, 2022 Q2 2022
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-56
- 62.22%
$3.03K - $4.01K
34 $3.1K
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-60
- 6.25%
$3.25K - $4.3K
900 $82K
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

SELL
 -
-62
Closed
$3.36K - $4.44K
0 $0
Aug 15, 2022 Q2 2022
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-71
- 0.07%
$3.84K - $5.09K
102K $9.27M
Aug 11, 2023 Q2 2022
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-71
- 0.07%
$3.84K - $5.09K
102K $9.27M
Aug 15, 2022 Q2 2022
Vestcor Inc

Fredericton, A3
SELL
 -
-73
Closed
$3.95K - $5.23K
0 $0
Aug 15, 2022 Q2 2022
Dark Forest Capital Management LP

Weston, CT
SELL
 -
-95
Closed
$5.14K - $6.8K
0 $0
Aug 12, 2022 Q2 2022
Four Thought Financial, LLC

Venice, FL
SELL
 -
-98
- 5.24%
$5.31K - $7.02K
1.77K $161K
Aug 15, 2022 Q2 2022
Siena Capital LLC

Cincinnati, OH
SELL
 -
-107
- 95.54%
$5.79K - $7.66K
5 $455
Aug 11, 2022 Q2 2022
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-128
Closed
$6.93K - $9.17K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-153
Closed
$8.28K - $11K
0 $0
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-153
Closed
$8.28K - $11K
0 $0
Aug 02, 2022 Q2 2022
Uma Financial Services, Inc.

SELL
 -
-159
- 0.24%
$8.61K - $11.4K
65K $5.92M
Aug 08, 2022 Q2 2022
Hc Advisors, LLC

SELL
 -
-200
- 1.63%
$10.8K - $14.3K
12.1K $1.1M
Aug 03, 2022 Q2 2022
Stephens Inc

SELL
 -
-219
- 4.33%
$11.9K - $15.7K
4.84K $441K
Aug 09, 2022 Q2 2022
Cibc Asset Management Inc

Toronto, A6
SELL
 -
-244
- 6.82%
$13.2K - $17.5K
3.34K $304K
Jul 18, 2022 Q2 2022
Harbor Investment Advisory, LLC

SELL
 -
-245
- 15.24%
$13.3K - $17.5K
1.36K $124K
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-263
- 12.1%
$14.2K - $18.8K
1.91K $174K
Jul 22, 2022 Q2 2022
Truist Financial Corp

SELL
 -
-274
- 1.03%
$14.8K - $19.6K
26.4K $2.41M
Aug 04, 2022 Q2 2022
Schaper Benz & Wise Investment Counsel Inc

SELL
 -
-365
- 2.13%
$19.8K - $26.1K
16.8K $1.53M
Aug 02, 2022 Q2 2022
Mount Yale Investment Advisors, LLC

SELL
 -
-376
- 8.63%
$20.4K - $26.9K
3.98K $363K
Aug 12, 2022 Q2 2022
Ubs Asset Management Americas Inc

Chicago, IL
SELL
 -
-395
- 0.38%
$21.4K - $28.3K
104K $9.44M
Aug 15, 2022 Q2 2022
Federated Hermes, Inc.

Pittsburgh, PA
SELL
 -
-396
- 2.57%
$21.4K - $28.4K
15K $1.37M
Aug 11, 2022 Q2 2022
Motley Fool Wealth Management, LLC

Alexandria, VA
SELL
 -
-448
- 0.36%
$24.3K - $32.1K
124K $11.3M
Aug 12, 2022 Q2 2022
Geode Capital Management, LLC

Boston, MA
SELL
 -
-496
- 0.03%
$26.9K - $35.5K
1.49M $135M
Aug 09, 2022 Q2 2022
Swiss National Bank

Zurich, V8
SELL
 -
-500
- 0.25%
$27.1K - $35.8K
197K $17.9M
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-600
- 0.92%
$32.5K - $43K
64.8K $5.9M
Aug 15, 2022 Q2 2022
State Of Wyoming

Cheyenne, WY
SELL
 -
-824
- 26.44%
$44.6K - $59K
2.29K $209K
Aug 09, 2022 Q2 2022
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
SELL
 -
-858
- 7.65%
$46.5K - $61.4K
10.4K $944K
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-1.01K
- 12.3%
$54.7K - $72.4K
7.21K $656K

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