Purchases and Sales Made in Q4 2022 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q4 2022. 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 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
107+ 9.42% |
$6.17K - $8.4K
|
1.24K
$137K
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.12% |
$5.77K - $7.85K
|
83.2K
$9.18M
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
100+ 1.64% |
$5.77K - $7.85K
|
6.2K
$685K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
92New |
$5.3K - $7.22K
|
92
$10.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
87+ 0.35% |
$5.02K - $6.83K
|
24.7K
$2.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
85+ 0.01% |
$4.9K - $6.67K
|
621K
$68.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
75New |
$4.32K - $5.89K
|
75
$8.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
68+ 1.51% |
$3.92K - $5.34K
|
4.58K
$505K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
62+ 131.91% |
$3.57K - $4.87K
|
109
$12K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
52+ 5200.0% |
$3K - $4.08K
|
53
$5.85K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
35+ 21.88% |
$2.02K - $2.75K
|
195
$21.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
35New |
$2.02K - $2.75K
|
35
$3.86K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
23New |
$1.33K - $1.81K
|
23
$2.54K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 35.59% |
$1.21K - $1.65K
|
80
$8.83K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
21+ 0.15% |
$1.21K - $1.65K
|
14.3K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 35.59% |
$1.21K - $1.65K
|
80
$8.83K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$1.1K - $1.49K
|
19
$2.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
17+ 13.49% |
$980 - $1.33K
|
143
$15.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
14New |
$807 - $1.1K
|
14
$1.55K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
13New |
$749 - $1.02K
|
13
$1.44K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 5.13% |
$461 - $628
|
164
$18.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
7+ 1.44% |
$404 - $550
|
494
$54.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 14.89% |
$404 - $550
|
54
$5.96K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5+ 0.12% |
$288 - $393
|
4.2K
$464K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5New |
$288 - $393
|
5
$552
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 0.99% |
$288 - $393
|
509
$56.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
3+ 9.38% |
$173 - $236
|
35
$3.86K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
3New |
$173 - $236
|
3
$331
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$115 - $157
|
2
$221
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 7.69% |
$57.7 - $78.5
|
14
$1.55K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1- 0.02% |
$57.7 - $78.5
|
4.45K
$491K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 14.29% |
$57.7 - $78.5
|
6
$663
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.34% |
$57.7 - $78.5
|
292
$32.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 21.43% |
$173 - $236
|
11
$1.21K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 21.43% |
$173 - $236
|
11
$1.21K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 11.54% |
$346 - $471
|
46
$5.08K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-7- 17.07% |
$404 - $550
|
34
$3.75K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 14.81% |
$461 - $628
|
46
$5.08K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 5.14% |
$519 - $707
|
166
$18.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-18- 33.96% |
$1.04K - $1.41K
|
35
$3.86K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
SELL
|
- |
-21- 0.16% |
$1.21K - $1.65K
|
13.3K
$1.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-26- 5.98% |
$1.5K - $2.04K
|
409
$45.2K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-36- 0.19% |
$2.08K - $2.83K
|
18.5K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-53- 49.53% |
$3.06K - $4.16K
|
54
$5.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-58- 0.61% |
$3.34K - $4.55K
|
9.43K
$1.04M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-60- 3.74% |
$3.46K - $4.71K
|
1.55K
$171K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-62- 1.09% |
$3.57K - $4.87K
|
5.61K
$620K
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-70- 1.76% |
$4.04K - $5.5K
|
3.9K
$431K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-94- 8.96% |
$5.42K - $7.38K
|
955
$105K
|