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
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
111
+ 33.23%
$6.84K - $8.39K
445 $43.3K
Nov 14, 2023 Q3 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
101
New
$6.22K - $7.63K
101 $9.84K
Oct 12, 2023 Q3 2023
Radnor Capital Management, LLC

BUY
 -
100
+ 2.13%
$6.16K - $7.56K
4.81K $468K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
75
+ 375.0%
$4.62K - $5.67K
95 $9.25K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
67
+ 54.03%
$4.13K - $5.06K
191 $18.6K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
67
+ 54.03%
$4.13K - $5.06K
191 $18.6K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
67
New
$4.13K - $5.06K
67 $6.53K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
57
New
$3.51K - $4.31K
57 $5.55K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
52
+ 0.06%
$3.2K - $3.93K
81.3K $7.92M
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
44
+ 5.29%
$2.71K - $3.33K
875 $85.2K
Nov 09, 2023 Q3 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
30
+ 50.0%
$1.85K - $2.27K
90 $8.77K
Nov 13, 2023 Q3 2023
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
29
+ 0.06%
$1.79K - $2.19K
48.6K $4.74M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
29
+ 0.35%
$1.79K - $2.19K
8.35K $813K
Nov 07, 2023 Q3 2023
Hc Advisors, LLC

BUY
 -
25
+ 0.21%
$1.54K - $1.89K
12.1K $1.18M
Nov 14, 2023 Q3 2023
Fred Alger Management, LLC

New York, NY
BUY
 -
22
+ 0.01%
$1.35K - $1.66K
184K $17.9M
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
19
+ 13.19%
$1.17K - $1.44K
163 $15.9K
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
14
New
$862 - $1.06K
14 $1.36K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
13
+ 61.9%
$801 - $983
34 $3.31K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
12
+ 52.17%
$739 - $907
35 $3.41K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
12
+ 3.21%
$739 - $907
386 $37.6K
Nov 02, 2023 Q3 2023
Nisa Investment Advisors, LLC

BUY
 -
12
+ 0.32%
$739 - $907
3.76K $366K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
11
+ 110.0%
$677 - $831
21 $2.05K
Nov 13, 2023 Q3 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
10
+ 8.55%
$616 - $756
127 $12.4K
Oct 30, 2023 Q3 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
8
+ 0.25%
$493 - $605
3.25K $316K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
7
New
$431 - $529
7 $682
Nov 13, 2023 Q3 2023
Institutional & Family Asset Management, LLC

BUY
 -
6
+ 40.0%
$369 - $454
21 $2.05K
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
5
New
$308 - $378
5 $487
Nov 13, 2023 Q3 2023
Prestige Wealth Management Group LLC

BUY
 -
5
+ 2.78%
$308 - $378
185 $18K
Apr 26, 2024 Q3 2023
Prestige Wealth Management Group LLC

BUY
 -
5
+ 2.78%
$308 - $378
185 $18K
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
5
+ 62.5%
$308 - $378
13 $1.27K
Dec 19, 2023 Q3 2023
Public Employees Retirement System Of Ohio

Columbus, OH
BUY
 -
4
+ 0.0%
$246 - $302
89.4K $8.71M
Nov 15, 2023 Q3 2023
Public Employees Retirement System Of Ohio

Columbus, OH
BUY
 -
4
+ 0.0%
$246 - $302
89.4K $8.71M
Nov 02, 2023 Q3 2023
Tfo Tdc, LLC

BUY
 -
3
+ 300.0%
$185 - $227
4 $390
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
3
+ 7.14%
$185 - $227
45 $4.38K
Nov 03, 2023 Q3 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

SELL
 -
-5
- 5.26%
$308 - $378
90 $8.77K
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-14
- 21.88%
$862 - $1.06K
50 $4.87K
Oct 18, 2023 Q3 2023
Private Trust CO Na

SELL
 -
-15
- 4.95%
$924 - $1.13K
288 $28.1K
Nov 14, 2023 Q3 2023
West Tower Group, LLC

Richmond, VA
SELL
 -
-15
- 23.08%
$924 - $1.13K
50 $4.87K
Nov 14, 2023 Q3 2023
Northwestern Mutual Investment Management Company, LLC

SELL
 -
-39
- 0.21%
$2.4K - $2.95K
19K $1.85M
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

SELL
 -
-57
- 0.83%
$3.51K - $4.31K
6.79K $661K
Nov 14, 2023 Q3 2023
Natixis Investment Managers International

Paris, I0
SELL
 -
-104
- 6.09%
$6.4K - $7.86K
1.6K $156K
Oct 11, 2023 Q3 2023
Mount Yale Investment Advisors, LLC

SELL
 -
-115
- 2.7%
$7.08K - $8.69K
4.15K $404K
Oct 27, 2023 Q3 2023
Assetmark, Inc

SELL
 -
-123
- 13.09%
$7.57K - $9.3K
817 $79.6K
Nov 13, 2023 Q3 2023
Ensign Peak Advisors, Inc

Salt Lake City, UT
SELL
 -
-125
- 0.03%
$7.7K - $9.45K
389K $37.9M
Nov 14, 2023 Q3 2023
Stephens Inc

SELL
 -
-133
- 3.16%
$8.19K - $10.1K
4.08K $397K
Nov 08, 2023 Q3 2023
Klr Investment Advisors, LLC

Providence, RI
SELL
 -
-154
- 2.64%
$9.48K - $11.6K
5.67K $553K
Nov 07, 2023 Q3 2023
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

SELL
 -
-160
- 8.21%
$9.85K - $12.1K
1.79K $174K
Nov 08, 2023 Q3 2023
Crossmark Global Holdings, Inc.

SELL
 -
-172
- 1.14%
$10.6K - $13K
14.9K $1.45M

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