Purchases and Sales Made in Q3 2021 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.76K+ 32.6% |
$169K - $228K
|
11.2K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.64K+ 21.63% |
$161K - $218K
|
14.8K
$1.47M
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.57K+ 0.87% |
$157K - $212K
|
299K
$29.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.46K+ 6.42% |
$150K - $203K
|
40.7K
$4.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
1.89K+ 21.3% |
$116K - $156K
|
10.8K
$1.07M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.83K+ 52.49% |
$112K - $151K
|
5.32K
$527K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
1.66K+ 3.72% |
$101K - $137K
|
46.1K
$4.56M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.55K+ 26.05% |
$94.5K - $128K
|
7.48K
$740K
|
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.47KNew |
$89.6K - $121K
|
1.47K
$145K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.45K+ 29.69% |
$88.5K - $120K
|
6.32K
$626K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.35K+ 23.03% |
$82.4K - $111K
|
7.2K
$712K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.32K+ 219.17% |
$80.4K - $109K
|
1.92K
$190K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2K+ 21.57% |
$73.3K - $99.1K
|
6.76K
$669K
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.07K+ 0.59% |
$65.2K - $88.2K
|
181K
$18M
|
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
999+ 2.05% |
$61.1K - $82.6K
|
49.8K
$4.93M
|
|
|
Nov 15, 2021
Q3 2021
|
American Capital Management Inc
New York, NY |
BUY
|
- |
883+ 0.51% |
$54K - $73K
|
175K
$17.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
873+ 0.65% |
$53.4K - $72.2K
|
136K
$13.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
862+ 10.89% |
$52.7K - $71.2K
|
8.77K
$868K
|
|
|
Nov 12, 2021
Q3 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
835+ 11.97% |
$51.1K - $69K
|
7.81K
$773K
|
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
835+ 48.66% |
$51.1K - $69K
|
2.55K
$252K
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
809+ 1.11% |
$49.5K - $66.9K
|
73.5K
$7.28M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
726+ 0.86% |
$44.4K - $60K
|
84.7K
$8.38M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
708+ 2.51% |
$43.3K - $58.5K
|
28.9K
$2.86M
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
660New |
$40.4K - $54.5K
|
660
$65.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
656+ 29.82% |
$40.1K - $54.2K
|
2.86K
$283K
|
|
|
Nov 08, 2021
Q3 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
540+ 1.88% |
$33K - $44.6K
|
29.3K
$2.9M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
531+ 520.59% |
$32.5K - $43.9K
|
633
$62.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
446+ 15.87% |
$27.3K - $36.9K
|
3.26K
$322K
|
|
|
Nov 16, 2021
Q3 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
400+ 2.0% |
$24.5K - $33.1K
|
20.4K
$2.02M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
400New |
$24.5K - $33.1K
|
400
$39.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
375+ 1.68% |
$22.9K - $31K
|
22.7K
$2.25M
|
|
|
Nov 03, 2021
Q3 2021
|
Nbw Capital LLC
|
BUY
|
- |
363+ 0.51% |
$22.2K - $30K
|
71.4K
$7.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
272New |
$16.6K - $22.5K
|
272
$26.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
BUY
|
- |
212+ 3.96% |
$13K - $17.5K
|
5.57K
$551K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
193+ 1.99% |
$11.8K - $16K
|
9.91K
$981K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
180+ 1.58% |
$11K - $14.9K
|
11.5K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
157+ 0.17% |
$9.6K - $13K
|
90.7K
$8.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
131+ 0.43% |
$8.01K - $10.8K
|
30.5K
$3.01M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
120+ 27.21% |
$7.34K - $9.92K
|
561
$55.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
98New |
$5.99K - $8.1K
|
98
$9.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
98+ 122.5% |
$5.99K - $8.1K
|
178
$17.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
97New |
$5.93K - $8.02K
|
97
$9.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
87+ 0.55% |
$5.32K - $7.19K
|
16K
$1.59M
|
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
75+ 1.43% |
$4.59K - $6.2K
|
5.33K
$528K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
73New |
$4.46K - $6.03K
|
73
$7.23K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
67+ 47.86% |
$4.1K - $5.54K
|
207
$20.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
65New |
$3.97K - $5.37K
|
65
$6.43K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
62+ 885.71% |
$3.79K - $5.12K
|
69
$6.83K
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
45+ 0.05% |
$2.75K - $3.72K
|
98.1K
$9.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
40+ 7.63% |
$2.45K - $3.31K
|
564
$55.8K
|