Purchases and Sales Made in Q2 2024 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
21K+ 49.7% |
$1.59M - $1.82M
|
63.1K
$6.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.6K+ 14.62% |
$1.56M - $1.79M
|
161K
$16.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
19K+ 40.53% |
$1.44M - $1.65M
|
66K
$6.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Berkom & Associates Inc.
|
BUY
|
- |
16.8K+ 1.84% |
$1.27M - $1.46M
|
930K
$96.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
16.6K+ 12.35% |
$1.26M - $1.44M
|
151K
$15.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
16.6KNew |
$1.26M - $1.44M
|
16.6K
$1.72M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
16.5K+ 34.75% |
$1.25M - $1.44M
|
64.1K
$6.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
16.5K+ 34.75% |
$1.25M - $1.44M
|
64.1K
$6.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.1K+ 11.28% |
$1.15M - $1.32M
|
149K
$15.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
14.6K+ 29.36% |
$1.11M - $1.27M
|
64.2K
$6.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.4K+ 181.96% |
$1.09M - $1.25M
|
22.2K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
13.3K+ 25.93% |
$1.01M - $1.16M
|
64.6K
$6.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
13.2KNew |
$1M - $1.15M
|
13.2K
$1.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13KNew |
$987K - $1.13M
|
13K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.5K+ 405.01% |
$950K - $1.09M
|
15.6K
$1.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
12KNew |
$912K - $1.05M
|
12K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
11.3KNew |
$856K - $982K
|
11.3K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.2KNew |
$851K - $976K
|
11.2K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
11.2K+ 1.84% |
$846K - $969K
|
617K
$63.9M
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
10.4K+ 32.03% |
$790K - $906K
|
42.9K
$4.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.31K+ 3.91% |
$706K - $809K
|
247K
$25.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
9.13K+ 0.82% |
$692K - $793K
|
1.12M
$116M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
9.11K+ 79.31% |
$691K - $792K
|
20.6K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.74K+ 183.61% |
$663K - $760K
|
13.5K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
8.68KNew |
$658K - $755K
|
8.68K
$899K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8.59K+ 1.5% |
$652K - $747K
|
582K
$60.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
8.16K+ 0.73% |
$619K - $710K
|
1.12M
$116M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.99KNew |
$606K - $695K
|
7.99K
$828K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.78K+ 60.99% |
$590K - $676K
|
20.5K
$2.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.65K+ 7.08% |
$580K - $665K
|
116K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
6.78K+ 53.64% |
$515K - $590K
|
19.4K
$2.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
6.54K+ 19.01% |
$496K - $569K
|
41K
$4.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.42K+ 1.0% |
$487K - $559K
|
650K
$67.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.73K+ 2.1% |
$434K - $498K
|
278K
$28.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
5.62K+ 4.08% |
$426K - $489K
|
143K
$14.9M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5.54KNew |
$420K - $481K
|
5.54K
$573K
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
5.4KNew |
$410K - $469K
|
5.4K
$559K
|
|
|
Aug 14, 2024
Q2 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
4.49KNew |
$340K - $390K
|
4.49K
$465K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
4.43K+ 6.74% |
$336K - $385K
|
70.1K
$7.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.34KNew |
$329K - $377K
|
4.34K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.21K+ 4.74% |
$320K - $366K
|
93.1K
$9.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.98K+ 24.98% |
$302K - $346K
|
19.9K
$2.06M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.84KNew |
$291K - $334K
|
3.84K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
3.81K+ 10.83% |
$289K - $332K
|
39K
$4.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.8KNew |
$288K - $330K
|
3.8K
$394K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.71KNew |
$281K - $323K
|
3.71K
$384K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.65KNew |
$277K - $317K
|
3.65K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.64KNew |
$276K - $317K
|
3.64K
$377K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
3.6KNew |
$273K - $313K
|
3.6K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.32K+ 6.46% |
$252K - $289K
|
54.7K
$5.67M
|