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 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32New |
$1.96K - $2.64K
|
32
$3.17K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30+ 2.31% |
$1.83K - $2.48K
|
1.33K
$132K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13New |
$795 - $1.07K
|
13
$1.29K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 11.54% |
$734 - $992
|
116
$11.5K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
6+ 13.95% |
$367 - $496
|
49
$4.85K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5New |
$306 - $413
|
5
$495
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 20.83% |
$306 - $413
|
29
$2.87K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2Closed |
$122 - $165
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-2- 6.9% |
$122 - $165
|
27
$2.67K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 15.15% |
$306 - $413
|
28
$2.77K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 1.05% |
$428 - $579
|
661
$65.4K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-9Closed |
$550 - $744
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-18- 0.1% |
$1.1K - $1.49K
|
17.9K
$1.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-18- 0.25% |
$1.1K - $1.49K
|
7.19K
$712K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-20- 0.6% |
$1.22K - $1.65K
|
3.33K
$329K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-23- 88.46% |
$1.41K - $1.9K
|
3
$297
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-25- 0.29% |
$1.53K - $2.07K
|
8.6K
$851K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-38Closed |
$2.32K - $3.14K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-53- 0.11% |
$3.24K - $4.38K
|
48K
$4.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-57- 1.38% |
$3.48K - $4.71K
|
4.08K
$404K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-75Closed |
$4.59K - $6.2K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.48% |
$6.11K - $8.27K
|
20.9K
$2.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-111- 0.8% |
$6.79K - $9.17K
|
13.8K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-112- 64.37% |
$6.85K - $9.26K
|
62
$6.14K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-113- 66.47% |
$6.91K - $9.34K
|
57
$5.64K
|
|
|
Nov 05, 2021
Q3 2021
|
Xponance, Inc.
|
SELL
|
- |
-134- 1.03% |
$8.19K - $11.1K
|
12.9K
$1.28M
|
|
|
Oct 07, 2021
Q3 2021
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-151- 1.17% |
$9.23K - $12.5K
|
12.8K
$1.27M
|
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-184- 2.4% |
$11.2K - $15.2K
|
7.48K
$740K
|
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-227- 0.82% |
$13.9K - $18.8K
|
27.5K
$2.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-232- 5.66% |
$14.2K - $19.2K
|
3.87K
$383K
|
|
|
Nov 15, 2021
Q3 2021
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-273- 0.24% |
$16.7K - $22.6K
|
112K
$11.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.39% |
$18.3K - $24.8K
|
21.3K
$2.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-304- 5.4% |
$18.6K - $25.1K
|
5.33K
$527K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-325- 3.93% |
$19.9K - $26.9K
|
7.94K
$786K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-370- 93.67% |
$22.6K - $30.6K
|
25
$2.47K
|
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
SELL
|
- |
-376- 4.78% |
$23K - $31.1K
|
7.5K
$742K
|
|
|
Oct 28, 2021
Q3 2021
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-449- 0.72% |
$27.5K - $37.1K
|
61.7K
$6.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-464- 1.28% |
$28.4K - $38.3K
|
35.8K
$3.54M
|
|
|
Mar 30, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-464- 1.28% |
$28.4K - $38.3K
|
35.8K
$3.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-534- 1.84% |
$32.6K - $44.1K
|
28.5K
$2.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-534- 0.95% |
$32.6K - $44.1K
|
55.5K
$5.49M
|
|
|
Oct 19, 2021
Q3 2021
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-556- 1.95% |
$34K - $46K
|
27.9K
$2.76M
|
|
|
Nov 03, 2021
Q3 2021
|
Retirement Systems Of Alabama
|
SELL
|
- |
-649- 0.6% |
$39.7K - $53.6K
|
108K
$10.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-655- 1.79% |
$40K - $54.1K
|
35.9K
$3.56M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-734- 87.8% |
$44.9K - $60.7K
|
102
$10.1K
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
SELL
|
- |
-782Closed |
$47.8K - $64.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-965- 7.05% |
$59K - $79.8K
|
12.7K
$1.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-1K- 9.54% |
$61.1K - $82.7K
|
9.49K
$939K
|
|
|
Nov 15, 2021
Q3 2021
|
Greenhouse Funds Lllp
Baltimore, MD |
SELL
|
- |
-1K- 0.3% |
$61.1K - $82.7K
|
334K
$33M
|