Purchases and Sales Made in Q3 2024 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q3 2024. 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 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-520- 4.76% |
$35.3K - $45K
|
10.4K
$905K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-534- 1.56% |
$36.3K - $46.3K
|
33.8K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-578- 4.24% |
$39.3K - $50.1K
|
13.1K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-583- 19.81% |
$39.6K - $50.5K
|
2.36K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-610- 1.12% |
$41.5K - $52.8K
|
54.1K
$4.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-649- 17.86% |
$44.1K - $56.2K
|
2.99K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-700- 0.7% |
$47.6K - $60.6K
|
99.1K
$8.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-724- 42.27% |
$49.2K - $62.7K
|
989
$86K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-933- 53.31% |
$63.4K - $80.8K
|
817
$71K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-943- 0.18% |
$64.1K - $81.7K
|
532K
$46.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1.15K- 1.98% |
$78.2K - $99.7K
|
56.9K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.19K- 33.31% |
$81K - $103K
|
2.39K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.22K- 10.77% |
$82.7K - $105K
|
10.1K
$877K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 9.67% |
$85.3K - $109K
|
11.7K
$1.02M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 2.72% |
$87.2K - $111K
|
45.9K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 2.72% |
$87.2K - $111K
|
45.9K
$3.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-1.29K- 0.68% |
$87.4K - $111K
|
189K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-1.33K- 29.54% |
$90.1K - $115K
|
3.16K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.48K- 29.59% |
$101K - $128K
|
3.53K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.55K- 7.15% |
$106K - $135K
|
20.2K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.68K- 5.45% |
$114K - $145K
|
29.1K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.69K- 1.82% |
$115K - $147K
|
91.4K
$7.95M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.69K- 0.78% |
$115K - $147K
|
215K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.7K- 6.32% |
$116K - $147K
|
25.2K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.71K- 15.76% |
$116K - $148K
|
9.15K
$795K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.86K- 2.21% |
$126K - $161K
|
82.1K
$7.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.17K- 3.38% |
$147K - $188K
|
62K
$5.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.17K- 10.13% |
$148K - $188K
|
19.3K
$1.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.19K- 19.52% |
$149K - $190K
|
9.03K
$785K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.22K- 1.47% |
$151K - $192K
|
149K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-2.27K- 1.59% |
$155K - $197K
|
141K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.31K- 0.35% |
$157K - $200K
|
647K
$56.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.31K- 5.49% |
$157K - $200K
|
39.8K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.33K- 3.53% |
$158K - $202K
|
63.6K
$5.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-2.46K- 0.8% |
$167K - $213K
|
305K
$26.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.51K- 2.64% |
$170K - $217K
|
92.4K
$8.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.76K- 3.92% |
$187K - $239K
|
67.6K
$5.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.88K- 11.39% |
$195K - $249K
|
22.4K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.08K- 1.06% |
$209K - $266K
|
287K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.11K- 48.13% |
$211K - $269K
|
3.35K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-3.18K- 0.59% |
$216K - $275K
|
538K
$46.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.36K- 92.05% |
$228K - $291K
|
290
$25.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.77K- 6.97% |
$256K - $326K
|
50.3K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.82K- 3.66% |
$260K - $331K
|
101K
$8.75M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.89K- 8.02% |
$264K - $337K
|
44.6K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.98K- 2.11% |
$271K - $345K
|
185K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.04K- 1.64% |
$275K - $350K
|
243K
$21.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.05K- 3.51% |
$276K - $351K
|
112K
$9.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-4.2K- 44.77% |
$286K - $364K
|
5.18K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-4.33K- 19.17% |
$294K - $375K
|
18.3K
$1.59M
|