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 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
387+ 4.98% |
$29.4K - $33.6K
|
8.15K
$919K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
386+ 20.92% |
$29.3K - $33.6K
|
2.23K
$251K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
372New |
$28.2K - $32.3K
|
372
$41.9K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
356+ 7.47% |
$27K - $31K
|
5.12K
$577K
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
355+ 0.37% |
$26.9K - $30.9K
|
97.1K
$10.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
333+ 8.39% |
$25.3K - $29K
|
4.3K
$485K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
318+ 114.8% |
$24.1K - $27.6K
|
595
$67.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
313+ 0.58% |
$23.7K - $27.2K
|
54.2K
$6.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
305+ 1.61% |
$23.1K - $26.5K
|
19.3K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
300+ 1.42% |
$22.8K - $26.1K
|
21.4K
$2.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
286+ 20.04% |
$21.7K - $24.9K
|
1.71K
$193K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
281+ 1.47% |
$21.3K - $24.4K
|
19.4K
$2.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
270+ 4.61% |
$20.5K - $23.5K
|
6.13K
$691K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
260New |
$19.7K - $22.6K
|
260
$29.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
255+ 6.89% |
$19.3K - $22.2K
|
3.96K
$446K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
249+ 13.29% |
$18.9K - $21.6K
|
2.12K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
242+ 1728.57% |
$18.4K - $21K
|
256
$28.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
200New |
$15.2K - $17.4K
|
200
$22.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
198+ 7.45% |
$15K - $17.2K
|
2.85K
$322K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
188+ 7.03% |
$14.3K - $16.3K
|
2.86K
$323K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
181+ 2011.11% |
$13.7K - $15.7K
|
190
$21.4K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
155+ 1.67% |
$11.8K - $13.5K
|
9.46K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
135+ 1.05% |
$10.2K - $11.7K
|
13K
$1.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
135+ 4.5% |
$10.2K - $11.7K
|
3.14K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
118New |
$8.95K - $10.3K
|
118
$13.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
100+ 14.99% |
$7.58K - $8.69K
|
767
$86.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
98+ 2.77% |
$7.43K - $8.52K
|
3.64K
$410K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
98+ 350.0% |
$7.43K - $8.52K
|
126
$14.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
97New |
$7.36K - $8.43K
|
97
$10.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
90+ 113.92% |
$6.83K - $7.82K
|
169
$19K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
73New |
$5.54K - $6.35K
|
73
$8.23K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
72+ 360.0% |
$5.46K - $6.26K
|
92
$10.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
67+ 9.6% |
$5.08K - $5.82K
|
765
$86.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
52+ 66.67% |
$3.94K - $4.52K
|
130
$14.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
52+ 0.3% |
$3.94K - $4.52K
|
17.5K
$1.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
52+ 1.91% |
$3.94K - $4.52K
|
2.77K
$312K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
48+ 69.57% |
$3.64K - $4.17K
|
117
$13.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41+ 256.25% |
$3.11K - $3.56K
|
57
$6.42K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
37New |
$2.81K - $3.22K
|
37
$4.17K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
36+ 7.29% |
$2.73K - $3.13K
|
530
$59.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
36+ 0.73% |
$2.73K - $3.13K
|
4.94K
$556K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35New |
$2.65K - $3.04K
|
35
$3.94K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
35+ 166.67% |
$2.65K - $3.04K
|
56
$6.31K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31New |
$2.35K - $2.7K
|
31
$3.49K
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
30+ 0.07% |
$2.28K - $2.61K
|
41K
$4.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
29+ 0.07% |
$2.2K - $2.52K
|
42.2K
$4.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25+ 19.38% |
$1.9K - $2.17K
|
154
$17.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
25+ 208.33% |
$1.9K - $2.17K
|
37
$4.17K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23+ 11.0% |
$1.74K - $2K
|
232
$26.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 60.0% |
$1.59K - $1.83K
|
56
$6.31K
|