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
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-326- 3.84% |
$24.7K - $28.3K
|
8.16K
$710K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-350- 12.33% |
$26.5K - $30.4K
|
2.49K
$216K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-359- 0.73% |
$27.2K - $31.2K
|
49.1K
$4.27M
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-381- 3.39% |
$28.9K - $33.1K
|
10.9K
$944K
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-457- 3.89% |
$34.7K - $39.7K
|
11.3K
$981K
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-598- 0.96% |
$45.4K - $52K
|
61.5K
$5.35M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-598- 1.71% |
$45.4K - $52K
|
34.3K
$2.98M
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-654- 3.55% |
$49.6K - $56.9K
|
17.8K
$1.55M
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-709- 5.76% |
$53.8K - $61.6K
|
11.6K
$1.01M
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-733- 15.23% |
$55.6K - $63.7K
|
4.08K
$355K
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-738- 14.43% |
$56K - $64.2K
|
4.38K
$381K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-744- 16.2% |
$56.4K - $64.7K
|
3.85K
$335K
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-747- 17.05% |
$56.7K - $64.9K
|
3.63K
$316K
|
|
Aug 13, 2024
Q2 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-780- 0.86% |
$59.2K - $67.8K
|
89.8K
$7.81M
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-893- 8.76% |
$67.7K - $77.6K
|
9.3K
$809K
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.09K- 3.71% |
$82.8K - $94.9K
|
28.4K
$2.47M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.13K- 3.1% |
$85.4K - $97.9K
|
35.2K
$3.06M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.13K- 6.99% |
$85.6K - $98.1K
|
15K
$1.3M
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.17K- 0.32% |
$88.4K - $101K
|
362K
$31.5M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.41K- 44.69% |
$107K - $123K
|
1.75K
$152K
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-1.63K- 0.85% |
$124K - $142K
|
190K
$16.5M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.66K- 7.2% |
$126K - $145K
|
21.5K
$1.87M
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-1.68K- 19.89% |
$128K - $146K
|
6.78K
$589K
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.87K- 2.17% |
$141K - $162K
|
84K
$7.3M
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.88K- 12.07% |
$143K - $164K
|
13.7K
$1.19M
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.43K- 6.11% |
$184K - $211K
|
37.4K
$3.25M
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.52K- 3.81% |
$191K - $219K
|
63.5K
$5.52M
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.71K- 10.16% |
$206K - $236K
|
24K
$2.08M
|
|
Aug 13, 2024
Q2 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-2.71K- 4.48% |
$206K - $236K
|
57.7K
$5.02M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.74K- 0.43% |
$208K - $238K
|
638K
$55.5M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.74K- 0.43% |
$208K - $238K
|
638K
$55.5M
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.82K- 6.26% |
$214K - $245K
|
42.1K
$3.66M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.08K- 21.47% |
$233K - $267K
|
11.3K
$978K
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-3.15K- 14.86% |
$239K - $274K
|
18.1K
$1.57M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.53K- 6.13% |
$268K - $307K
|
54K
$4.7M
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.7K- 12.78% |
$280K - $322K
|
25.2K
$2.19M
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-3.76K- 57.46% |
$285K - $326K
|
2.78K
$242K
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.97K- 20.4% |
$301K - $345K
|
15.5K
$1.35M
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.08K- 41.28% |
$310K - $355K
|
5.81K
$505K
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.32K- 12.99% |
$327K - $375K
|
28.9K
$2.51M
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-4.51K- 12.98% |
$342K - $392K
|
30.2K
$2.63M
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-4.52K- 14.37% |
$343K - $393K
|
26.9K
$2.34M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.01K- 7.06% |
$380K - $436K
|
66K
$5.74M
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-5.37K- 51.39% |
$407K - $467K
|
5.08K
$441K
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-6.09K- 0.77% |
$462K - $530K
|
789K
$68.6M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.57K- 60.26% |
$498K - $571K
|
4.33K
$377K
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.27K- 8.11% |
$551K - $632K
|
82.3K
$7.15M
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-7.55K- 6.36% |
$573K - $657K
|
111K
$9.67M
|
|
Aug 14, 2024
Q2 2024
|
Eversept Partners, LP
New York, NY |
SELL
|
- |
-7.81K- 1.85% |
$593K - $679K
|
414K
$36M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.73K- 2.94% |
$738K - $846K
|
321K
$27.9M
|