Purchases and Sales Made in Q3 2023 in Healthequity, Inc. (HQY)

HQY Quotes by TradingView

This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q3 2023. 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
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
2.82K
New
$174K - $213K
2.82K $275K
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

BUY
 -
2.82K
+ 4.33%
$173K - $213K
67.8K $6.61M
Nov 14, 2023 Q3 2023
Farallon Capital Management LLC

San Francisco, CA
BUY
 -
2.8K
New
$172K - $212K
2.8K $273K
Nov 09, 2023 Q3 2023
Rhumbline Advisers

Boston, MA
BUY
 -
2.8K
+ 1.03%
$172K - $212K
275K $26.7M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
2.64K
+ 25.18%
$162K - $199K
13.1K $1.28M
Nov 13, 2023 Q3 2023
Geneva Capital Management LLC

BUY
 -
2.54K
+ 0.29%
$156K - $192K
876K $85.4M
Nov 14, 2023 Q3 2023
Stephens Investment Management Group LLC

BUY
 -
2.34K
+ 0.21%
$144K - $177K
1.13M $110M
Nov 14, 2023 Q3 2023
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
2.33K
+ 5.41%
$143K - $176K
45.3K $4.41M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
2.26K
+ 0.59%
$139K - $171K
386K $37.6M
Oct 25, 2023 Q3 2023
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
2.09K
+ 14.06%
$128K - $158K
16.9K $1.65M
Nov 14, 2023 Q3 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
2.08K
+ 2.51%
$128K - $157K
84.7K $8.25M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.98K
+ 0.58%
$122K - $149K
345K $33.6M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
1.61K
+ 6.12%
$99.3K - $122K
28K $2.72M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
1.58K
+ 30.01%
$97.5K - $120K
6.86K $668K
Nov 13, 2023 Q3 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
1.56K
+ 3.79%
$96.1K - $118K
42.8K $4.17M
Nov 14, 2023 Q3 2023
State Of Wyoming

Cheyenne, WY
BUY
 -
1.48K
+ 43.79%
$91K - $112K
4.85K $472K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
1.46K
New
$89.8K - $110K
1.46K $142K
Nov 14, 2023 Q3 2023
Petrus Trust Company, Lta

Dallas, TX
BUY
 -
1.44K
+ 21.76%
$88.8K - $109K
8.07K $786K
Nov 02, 2023 Q3 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
1.43K
+ 0.42%
$88.3K - $108K
341K $33.2M
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
1.31K
+ 0.55%
$80.7K - $99.1K
238K $23.2M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.28K
+ 38.84%
$79.1K - $97.1K
4.59K $447K
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
1.18K
+ 7.16%
$72.7K - $89.2K
17.7K $1.72M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.14K
+ 22.55%
$70.3K - $86.2K
6.2K $604K
Nov 07, 2023 Q3 2023
Zions Bancorporation, N.A.

BUY
 -
1.07K
+ 6.82%
$65.8K - $80.8K
16.7K $1.63M
Nov 14, 2023 Q3 2023
Man Group PLC

London, X0
BUY
 -
918
+ 1.95%
$56.5K - $69.4K
47.9K $4.66M
Nov 14, 2023 Q3 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
779
+ 1.55%
$48K - $58.9K
51.1K $4.98M
Nov 14, 2023 Q3 2023
Ostrum Asset Management

Paris, I0
BUY
 -
698
+ 67.37%
$43K - $52.8K
1.73K $169K
Oct 17, 2023 Q3 2023
Btc Capital Management, Inc.

BUY
 -
666
+ 15.65%
$41K - $50.3K
4.92K $479K
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
607
New
$37.4K - $45.9K
607 $59.1K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
597
+ 6.95%
$36.8K - $45.1K
9.19K $895K
Nov 13, 2023 Q3 2023
Pearl River Capital, LLC

Niles, MI
BUY
 -
557
+ 15.81%
$34.3K - $42.1K
4.08K $397K
Nov 13, 2023 Q3 2023
Deka Bank Deutsche Girozentrale

BUY
 -
549
New
$33.8K - $41.5K
549 $53.5K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
539
+ 92.93%
$33.2K - $40.7K
1.12K $109K
Nov 06, 2023 Q3 2023
Arizona State Retirement System

BUY
 -
522
+ 2.19%
$32.1K - $39.5K
24.3K $2.37M
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
477
+ 6.12%
$29.4K - $36.1K
8.27K $805K
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
469
+ 43.03%
$28.9K - $35.5K
1.56K $152K
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
377
+ 31.6%
$23.2K - $28.5K
1.57K $153K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
345
+ 2.36%
$21.2K - $26.1K
15K $1.46M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
340
+ 0.39%
$20.9K - $25.7K
86.9K $8.47M
Nov 14, 2023 Q3 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
297
+ 117.86%
$18.3K - $22.5K
549 $53.5K
Nov 14, 2023 Q3 2023
Metropolitan Life Insurance CO

New York, NY
BUY
 -
290
+ 6.37%
$17.9K - $21.9K
4.84K $471K
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
255
+ 2.66%
$15.7K - $19.3K
9.84K $959K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
191
+ 2.47%
$11.8K - $14.4K
7.92K $772K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
161
+ 36.51%
$9.91K - $12.2K
602 $58.6K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
136
+ 14.45%
$8.37K - $10.3K
1.08K $105K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
134
New
$8.25K - $10.1K
134 $13.1K
Nov 08, 2023 Q3 2023
State Board Of Administration Of Florida Retirement System

BUY
 -
130
+ 0.54%
$8.01K - $9.83K
24K $2.34M
Nov 06, 2023 Q3 2023
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
115
New
$7.08K - $8.69K
115 $11.2K
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
111
+ 31.99%
$6.84K - $8.39K
458 $44.6K

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