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 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.32K+ 6.46% |
$252K - $289K
|
54.7K
$6.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.32KNew |
$252K - $289K
|
3.32K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.11K+ 12.31% |
$236K - $271K
|
28.4K
$3.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.1K+ 1.67% |
$235K - $269K
|
189K
$21.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.07KNew |
$233K - $267K
|
3.07K
$346K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.04K+ 89.29% |
$231K - $265K
|
6.45K
$727K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
2.94KNew |
$223K - $256K
|
2.94K
$332K
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
BUY
|
- |
2.78KNew |
$211K - $242K
|
2.78K
$314K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.76KNew |
$209K - $240K
|
2.76K
$311K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.73K+ 216.51% |
$207K - $237K
|
3.99K
$449K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.7KNew |
$204K - $234K
|
2.7K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.59KNew |
$197K - $225K
|
2.59K
$292K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.56K+ 30.64% |
$194K - $223K
|
10.9K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.51K+ 5.86% |
$190K - $218K
|
45.3K
$5.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.42KNew |
$183K - $210K
|
2.42K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.36K+ 33.61% |
$179K - $205K
|
9.39K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.33K+ 3.11% |
$177K - $203K
|
77.4K
$8.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.11K+ 47.78% |
$160K - $183K
|
6.53K
$735K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.99K+ 7.28% |
$151K - $173K
|
29.2K
$3.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.96K+ 2.27% |
$148K - $170K
|
88.3K
$9.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.7KNew |
$129K - $147K
|
1.7K
$191K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investments, LLC
|
BUY
|
- |
1.62K+ 7.7% |
$122K - $140K
|
22.6K
$2.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
1.46K+ 1.31% |
$111K - $127K
|
113K
$12.7M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 2.8% |
$97.3K - $112K
|
47.2K
$5.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.24K+ 48.53% |
$94.1K - $108K
|
3.8K
$428K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.22K+ 2.27% |
$92.4K - $106K
|
54.8K
$6.18M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.22K+ 3.61% |
$92.4K - $106K
|
34.9K
$3.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 44.17% |
$83.6K - $95.8K
|
3.6K
$405K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.08K+ 10.53% |
$81.7K - $93.6K
|
11.3K
$1.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
955+ 5.83% |
$72.4K - $83K
|
17.3K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
948+ 28.09% |
$71.9K - $82.4K
|
4.32K
$487K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
879+ 0.85% |
$66.7K - $76.4K
|
104K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
850New |
$64.5K - $73.9K
|
850
$95.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
832+ 10.12% |
$63.1K - $72.3K
|
9.06K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
823+ 7.85% |
$62.4K - $71.6K
|
11.3K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
758+ 0.07% |
$57.5K - $65.9K
|
1.1M
$124M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
720+ 27.52% |
$54.6K - $62.6K
|
3.34K
$376K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
679+ 61.28% |
$51.5K - $59K
|
1.79K
$201K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
647+ 3.32% |
$49.1K - $56.3K
|
20.1K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
630+ 18.73% |
$47.8K - $54.8K
|
3.99K
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
626+ 8.81% |
$47.5K - $54.4K
|
7.73K
$871K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
616+ 77.58% |
$46.7K - $53.6K
|
1.41K
$159K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
581+ 17.07% |
$44.1K - $50.5K
|
3.99K
$449K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
543+ 0.55% |
$41.2K - $47.2K
|
99.8K
$11.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
540+ 2.29% |
$41K - $46.9K
|
24.1K
$2.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
500+ 2.45% |
$37.9K - $43.5K
|
20.9K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
462+ 11.58% |
$35K - $40.2K
|
4.45K
$502K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
455+ 82.88% |
$34.5K - $39.6K
|
1K
$113K
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
444+ 9.16% |
$33.7K - $38.6K
|
5.29K
$596K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
408New |
$30.9K - $35.5K
|
408
$46K
|