Purchases and Sales Made in Q3 2022 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q3 2022. 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 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.17K+ 4.56% |
$66.3K - $85.6K
|
26.7K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.03K+ 12.96% |
$58.8K - $75.9K
|
9K
$782K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.02KNew |
$58.3K - $75.3K
|
1.02K
$89K
|
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
951+ 6.83% |
$54.2K - $69.9K
|
14.9K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
915+ 10.98% |
$52.1K - $67.3K
|
9.25K
$804K
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
907+ 6.04% |
$51.7K - $66.7K
|
15.9K
$1.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
864+ 8.34% |
$49.2K - $63.5K
|
11.2K
$976K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
810+ 2.0% |
$46.1K - $59.5K
|
41.2K
$3.59M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
770+ 1.08% |
$43.9K - $56.6K
|
72.1K
$6.27M
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
700+ 7.14% |
$39.9K - $51.5K
|
10.5K
$913K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
600+ 0.93% |
$34.2K - $44.1K
|
65.4K
$5.69M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
528+ 13.27% |
$30.1K - $38.8K
|
4.51K
$392K
|
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
526+ 11.73% |
$30K - $38.7K
|
5.01K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
350+ 0.28% |
$19.9K - $25.7K
|
125K
$10.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
338+ 9.3% |
$19.2K - $24.8K
|
3.97K
$345K
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
270+ 1.19% |
$15.4K - $19.8K
|
22.9K
$1.99M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
250+ 31.29% |
$14.2K - $18.4K
|
1.05K
$91.2K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
245+ 0.29% |
$14K - $18K
|
83.4K
$7.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
231+ 4.27% |
$13.2K - $17K
|
5.64K
$490K
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.9% |
$11.4K - $14.7K
|
22.4K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
196+ 0.33% |
$11.2K - $14.4K
|
59.7K
$5.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
188New |
$10.7K - $13.8K
|
188
$16.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
132+ 35.48% |
$7.52K - $9.7K
|
504
$43.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
121+ 8.15% |
$6.89K - $8.89K
|
1.61K
$140K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
97+ 153.97% |
$5.52K - $7.13K
|
160
$13.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
70+ 189.19% |
$3.99K - $5.15K
|
107
$9.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
51+ 0.15% |
$2.9K - $3.75K
|
33.5K
$2.91M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
38New |
$2.16K - $2.79K
|
38
$3.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
29+ 6.33% |
$1.65K - $2.13K
|
487
$42.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
28+ 700.0% |
$1.59K - $2.06K
|
32
$2.78K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
28+ 2.53% |
$1.59K - $2.06K
|
1.14K
$98.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
20+ 60.61% |
$1.14K - $1.47K
|
53
$4.61K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$1.14K - $1.47K
|
20
$1.74K
|
|
|
Nov 08, 2022
Q3 2022
|
Appleton Group, LLC
|
BUY
|
- |
15+ 0.36% |
$854 - $1.1K
|
4.19K
$364K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12New |
$683 - $882
|
12
$1.04K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11+ 550.0% |
$626 - $809
|
13
$1.13K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 0.08% |
$570 - $735
|
12.6K
$1.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10+ 4.24% |
$570 - $735
|
246
$21.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 17.39% |
$456 - $588
|
54
$4.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 20.59% |
$399 - $515
|
41
$3.57K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
6New |
$342 - $441
|
6
$522
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 1.38% |
$228 - $294
|
293
$25.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4New |
$228 - $294
|
4
$348
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 27.27% |
$171 - $221
|
14
$1.22K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3+ 0.07% |
$171 - $221
|
4.45K
$387K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 25.0% |
$114 - $147
|
10
$870
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 11.11% |
$114 - $147
|
16
$1.39K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 7.81% |
$285 - $368
|
59
$5.13K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 2.78% |
$285 - $368
|
175
$15.2K
|