Purchases and Sales Made in Q2 2023 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-17- 12.06% |
$867 - $1.12K
|
124
$10.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-17- 44.74% |
$867 - $1.12K
|
21
$1.83K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-17- 12.06% |
$867 - $1.12K
|
124
$10.8K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-19- 0.12% |
$969 - $1.25K
|
15.7K
$1.36M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22- 68.75% |
$1.12K - $1.44K
|
10
$870
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-26- 0.19% |
$1.33K - $1.71K
|
13.5K
$1.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-28- 16.28% |
$1.43K - $1.84K
|
144
$12.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-32- 51.61% |
$1.63K - $2.1K
|
30
$2.61K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-33- 0.43% |
$1.68K - $2.17K
|
7.56K
$658K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-40- 0.94% |
$2.04K - $2.63K
|
4.21K
$366K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-66- 17.89% |
$3.37K - $4.33K
|
303
$26.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-75- 0.26% |
$3.83K - $4.93K
|
28.3K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-80- 2.09% |
$4.08K - $5.25K
|
3.75K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-98- 7.59% |
$5K - $6.44K
|
1.19K
$104K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.3% |
$5.1K - $6.57K
|
7.59K
$660K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-103- 91.15% |
$5.26K - $6.76K
|
10
$870
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-106- 5.84% |
$5.41K - $6.96K
|
1.71K
$149K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-141- 2.36% |
$7.19K - $9.26K
|
5.83K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-144- 1.93% |
$7.35K - $9.46K
|
7.33K
$637K
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-153- 0.17% |
$7.81K - $10K
|
87.9K
$7.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-156- 0.89% |
$7.96K - $10.2K
|
17.4K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-161- 3.56% |
$8.21K - $10.6K
|
4.36K
$379K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-187- 5.46% |
$9.54K - $12.3K
|
3.24K
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-191- 4.38% |
$9.74K - $12.5K
|
4.17K
$363K
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-200- 0.24% |
$10.2K - $13.1K
|
83K
$7.21M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-252- 6.79% |
$12.9K - $16.5K
|
3.46K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-260- 1.76% |
$13.3K - $17.1K
|
14.5K
$1.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-281- 25.27% |
$14.3K - $18.5K
|
831
$72.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-324- 0.32% |
$16.5K - $21.3K
|
100K
$8.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-342- 3.19% |
$17.4K - $22.5K
|
10.4K
$902K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-392- 3.86% |
$20K - $25.7K
|
9.77K
$850K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 1.87% |
$20.4K - $26.3K
|
21K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-411- 3.58% |
$21K - $27K
|
11.1K
$961K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-441- 4.88% |
$22.5K - $29K
|
8.59K
$747K
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-447- 0.4% |
$22.8K - $29.4K
|
110K
$9.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-650- 0.86% |
$33.2K - $42.7K
|
75.3K
$6.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-679- 2.77% |
$34.6K - $44.6K
|
23.8K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-680- 6.62% |
$34.7K - $44.7K
|
9.59K
$834K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-723- 16.82% |
$36.9K - $47.5K
|
3.58K
$311K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-734- 8.61% |
$37.4K - $48.2K
|
7.79K
$677K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-795- 0.42% |
$40.6K - $52.2K
|
190K
$16.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-799- 1.42% |
$40.8K - $52.5K
|
55.6K
$4.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-836- 5.06% |
$42.7K - $54.9K
|
15.7K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-863- 16.84% |
$44K - $56.7K
|
4.26K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-900- 34.62% |
$45.9K - $59.1K
|
1.7K
$148K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-931- 1.64% |
$47.5K - $61.1K
|
55.7K
$4.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-947- 7.1% |
$48.3K - $62.2K
|
12.4K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.02K- 53.87% |
$51.9K - $66.8K
|
871
$75.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.05K- 9.09% |
$53.4K - $68.8K
|
10.5K
$911K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.06K- 2.4% |
$53.9K - $69.4K
|
43K
$3.74M
|