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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.38K- 11.73% |
$298K - $380K
|
33K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4.66K- 7.37% |
$317K - $403K
|
58.5K
$5.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.3K- 47.01% |
$360K - $459K
|
5.98K
$520K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.33K- 26.46% |
$362K - $462K
|
14.8K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.46K- 24.55% |
$371K - $473K
|
16.8K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-6.99K- 0.3% |
$475K - $605K
|
2.36M
$205M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-8.94K- 7.53% |
$608K - $775K
|
110K
$9.55M
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-9.74K- 6.5% |
$662K - $843K
|
140K
$12.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.8K- 56.96% |
$666K - $849K
|
7.41K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-10.4K- 38.11% |
$705K - $899K
|
16.8K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-11.2K- 39.51% |
$762K - $971K
|
17.2K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-11.4K- 54.55% |
$775K - $987K
|
9.5K
$826K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.6K- 74.32% |
$789K - $1.01M
|
4.01K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12K- 4.3% |
$814K - $1.04M
|
266K
$23.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-12.4K- 2.13% |
$841K - $1.07M
|
569K
$49.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14.9K- 2.31% |
$1.01M - $1.29M
|
630K
$54.8M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-15.3K- 35.58% |
$1.04M - $1.32M
|
27.7K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-17.7K- 19.68% |
$1.2M - $1.53M
|
72.1K
$6.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-18K- 19.6% |
$1.23M - $1.56M
|
73.9K
$6.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-19.1K- 13.91% |
$1.3M - $1.66M
|
118K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.8K- 17.95% |
$1.35M - $1.72M
|
90.7K
$7.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-20.9K- 14.98% |
$1.42M - $1.81M
|
118K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-22.2K- 21.06% |
$1.51M - $1.92M
|
83.1K
$7.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-22.7K- 2.15% |
$1.54M - $1.97M
|
1.03M
$89.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-22.9K- 5.14% |
$1.56M - $1.98M
|
423K
$36.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-24.7K- 3.45% |
$1.68M - $2.14M
|
690K
$60M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.1K- 13.54% |
$1.84M - $2.34M
|
173K
$15M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-30.5K- 55.57% |
$2.07M - $2.64M
|
24.4K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-32K- 17.97% |
$2.17M - $2.77M
|
146K
$12.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-35.1K- 85.55% |
$2.38M - $3.04M
|
5.92K
$515K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-39K- 3.03% |
$2.65M - $3.38M
|
1.25M
$109M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-40K- 21.98% |
$2.72M - $3.46M
|
142K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-50K- 6.25% |
$3.4M - $4.33M
|
750K
$65.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-53.5K- 42.24% |
$3.64M - $4.63M
|
73.1K
$6.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-58.2K- 20.67% |
$3.96M - $5.04M
|
223K
$19.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-63.1K- 19.08% |
$4.29M - $5.46M
|
268K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-65.7K- 18.13% |
$4.47M - $5.69M
|
297K
$25.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-66K- 9.28% |
$4.49M - $5.72M
|
646K
$56.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-69K- 48.39% |
$4.69M - $5.97M
|
73.5K
$6.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-78.6K- 18.98% |
$5.34M - $6.81M
|
335K
$29.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ophir Asset Management Pty LTD
|
SELL
|
- |
-82.7K- 24.71% |
$5.62M - $7.16M
|
252K
$21.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-84.3K- 7.51% |
$5.73M - $7.3M
|
1.04M
$90.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-86K- 58.86% |
$5.84M - $7.44M
|
60.1K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Eversept Partners, LP
New York, NY |
SELL
|
- |
-94.5K- 22.84% |
$6.42M - $8.18M
|
319K
$27.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-95.2K- 28.19% |
$6.47M - $8.24M
|
242K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-135K- 12.05% |
$9.18M - $11.7M
|
986K
$85.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-186K- 92.2% |
$12.7M - $16.2M
|
15.8K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-202K- 18.36% |
$13.7M - $17.5M
|
899K
$78.2M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-252K- 17.19% |
$17.1M - $21.8M
|
1.22M
$106M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-252K- 17.19% |
$17.1M - $21.8M
|
1.22M
$106M
|