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 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-6- 8.96% |
$342 - $441
|
61
$5.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.88% |
$626 - $809
|
1.23K
$107K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 18.75% |
$683 - $882
|
52
$4.52K
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-15- 0.09% |
$854 - $1.1K
|
16.8K
$1.46M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-17- 94.44% |
$968 - $1.25K
|
1
$87
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-21- 0.02% |
$1.2K - $1.54K
|
115K
$9.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-28- 15.22% |
$1.59K - $2.06K
|
156
$13.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-28- 7.78% |
$1.59K - $2.06K
|
332
$28.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-32- 6.85% |
$1.82K - $2.35K
|
435
$37.8K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-44- 2.48% |
$2.51K - $3.23K
|
1.73K
$150K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-61- 1.06% |
$3.47K - $4.48K
|
5.67K
$493K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-68- 0.71% |
$3.87K - $5K
|
9.49K
$825K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-99- 2.56% |
$5.64K - $7.28K
|
3.76K
$327K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-115- 1.52% |
$6.55K - $8.45K
|
7.46K
$648K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-126- 2.6% |
$7.18K - $9.26K
|
4.71K
$410K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-147- 1.03% |
$8.37K - $10.8K
|
14.1K
$1.22M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-148- 12.31% |
$8.43K - $10.9K
|
1.05K
$91.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
SELL
|
- |
-152- 1.13% |
$8.66K - $11.2K
|
13.3K
$1.16M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-170Closed |
$9.68K - $12.5K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.93% |
$11.4K - $14.7K
|
21.2K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-214- 0.06% |
$12.2K - $15.7K
|
360K
$31.3M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-217- 9.46% |
$12.4K - $15.9K
|
2.08K
$181K
|
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-238- 1.55% |
$13.6K - $17.5K
|
15.1K
$1.31M
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-240- 0.25% |
$13.7K - $17.6K
|
96.5K
$8.39M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-240- 0.25% |
$13.7K - $17.6K
|
96.5K
$8.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-240- 0.25% |
$13.7K - $17.6K
|
96.5K
$8.39M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-244- 5.5% |
$13.9K - $17.9K
|
4.19K
$365K
|
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-298- 0.49% |
$17K - $21.9K
|
60.7K
$5.28M
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-367- 10.65% |
$20.9K - $27K
|
3.08K
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-367- 1.68% |
$20.9K - $27K
|
21.4K
$1.86M
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-400- 3.3% |
$22.8K - $29.4K
|
11.7K
$1.02M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-515- 6.38% |
$29.3K - $37.9K
|
7.56K
$657K
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-516- 3.2% |
$29.4K - $37.9K
|
15.6K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-519- 1.81% |
$29.6K - $38.1K
|
28.2K
$2.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-521- 5.43% |
$29.7K - $38.3K
|
9.07K
$789K
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-614- 7.24% |
$35K - $45.1K
|
7.87K
$684K
|
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-684- 0.62% |
$39K - $50.3K
|
110K
$9.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-711- 1.83% |
$40.5K - $52.3K
|
38.2K
$3.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-714- 0.91% |
$40.7K - $52.5K
|
78.1K
$6.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-749- 3.26% |
$42.7K - $55.1K
|
22.2K
$1.93M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-823- 4.24% |
$46.9K - $60.5K
|
18.6K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-834- 6.9% |
$47.5K - $61.3K
|
11.2K
$978K
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.05K- 10.4% |
$59.8K - $77.2K
|
9.05K
$787K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.1K- 4.17% |
$62.7K - $80.9K
|
25.3K
$2.2M
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.37K- 1.28% |
$77.9K - $100K
|
105K
$9.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.94K- 13.71% |
$110K - $142K
|
12.2K
$1.06M
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.04K- 2.03% |
$116K - $150K
|
98.1K
$8.53M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.07K- 8.95% |
$118K - $152K
|
21K
$1.83M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.33K- 22.41% |
$133K - $171K
|
8.07K
$702K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.57K- 5.05% |
$146K - $189K
|
48.4K
$4.21M
|