Purchases and Sales Made in Q4 2021 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
38New |
$1.5K - $2.64K
|
38
$3.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
38+ 38.78% |
$1.5K - $2.64K
|
136
$11.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
35+ 16.91% |
$1.38K - $2.43K
|
242
$21K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
30+ 4.03% |
$1.19K - $2.09K
|
775
$67.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
26+ 53.06% |
$1.03K - $1.81K
|
75
$6.52K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
20New |
$790 - $1.39K
|
20
$1.74K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20New |
$790 - $1.39K
|
20
$1.74K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
17+ 24.64% |
$672 - $1.18K
|
86
$7.48K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17+ 41.46% |
$672 - $1.18K
|
58
$5.04K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14New |
$553 - $973
|
14
$1.22K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13New |
$514 - $904
|
13
$1.13K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
11New |
$435 - $765
|
11
$957
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
10New |
$395 - $695
|
10
$870
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
8New |
$316 - $556
|
8
$696
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
6New |
$237 - $417
|
6
$522
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
6New |
$237 - $417
|
6
$522
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5+ 4.31% |
$198 - $348
|
121
$10.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 13.79% |
$158 - $278
|
33
$2.87K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-2Closed |
$79 - $139
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-3Closed |
$119 - $209
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7- 12.28% |
$277 - $487
|
50
$4.35K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-7- 0.01% |
$277 - $487
|
48K
$4.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-10- 0.01% |
$395 - $695
|
98.1K
$8.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 43.75% |
$553 - $973
|
18
$1.57K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-15Closed |
$593 - $1.04K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-20Closed |
$790 - $1.39K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-25Closed |
$988 - $1.74K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-27Closed |
$1.07K - $1.88K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-28Closed |
$1.11K - $1.95K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-62Closed |
$2.45K - $4.31K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-73Closed |
$2.88K - $5.07K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-97Closed |
$3.83K - $6.74K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-116- 0.72% |
$4.58K - $8.06K
|
15.9K
$1.39M
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-140- 0.19% |
$5.53K - $9.73K
|
74.6K
$6.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-165- 78.95% |
$6.52K - $11.5K
|
44
$3.83K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
SELL
|
- |
-167- 1.29% |
$6.6K - $11.6K
|
12.8K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-170- 77.27% |
$6.72K - $11.8K
|
50
$4.35K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-173- 27.33% |
$6.84K - $12K
|
460
$40K
|
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-190- 3.24% |
$7.51K - $13.2K
|
5.67K
$493K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-200Closed |
$7.9K - $13.9K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-267- 1.18% |
$10.6K - $18.6K
|
22.4K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-272Closed |
$10.7K - $18.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-274- 20.62% |
$10.8K - $19K
|
1.06K
$91.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-331- 1.09% |
$13.1K - $23K
|
30.1K
$2.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-342- 0.38% |
$13.5K - $23.8K
|
90.4K
$7.86M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-352- 98.6% |
$13.9K - $24.5K
|
5
$435
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-355- 4.94% |
$14K - $24.7K
|
6.83K
$594K
|
|
|
Feb 08, 2022
Q4 2021
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-400- 0.22% |
$15.8K - $27.8K
|
184K
$16M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-409- 21.36% |
$16.2K - $28.4K
|
1.51K
$131K
|