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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-94- 8.96% |
$5.42K - $7.38K
|
955
$83K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-126- 10.21% |
$7.26K - $9.89K
|
1.11K
$96.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-150- 1.67% |
$8.65K - $11.8K
|
8.85K
$770K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-177- 2.59% |
$10.2K - $13.9K
|
6.66K
$580K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-185- 75.2% |
$10.7K - $14.5K
|
61
$5.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-196- 14.38% |
$11.3K - $15.4K
|
1.17K
$101K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-214- 4.54% |
$12.3K - $16.8K
|
4.5K
$391K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-216- 20.49% |
$12.5K - $17K
|
838
$72.9K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-216- 2.9% |
$12.5K - $17K
|
7.24K
$630K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-225- 2.56% |
$13K - $17.7K
|
8.58K
$746K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-227- 0.23% |
$13.1K - $17.8K
|
98.8K
$8.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-227- 0.23% |
$13.1K - $17.8K
|
98.8K
$8.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-235- 0.63% |
$13.5K - $18.4K
|
37.2K
$3.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-333- 2.3% |
$19.2K - $26.1K
|
14.1K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-360- 17.59% |
$20.8K - $28.3K
|
1.69K
$147K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-528- 0.42% |
$30.4K - $41.4K
|
124K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-533- 2.79% |
$30.7K - $41.8K
|
18.6K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-593- 0.05% |
$34.2K - $46.6K
|
1.25M
$108M
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-641- 3.82% |
$37K - $50.3K
|
16.1K
$1.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-645- 1.69% |
$37.2K - $50.6K
|
37.6K
$3.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-731- 20.41% |
$42.1K - $57.4K
|
2.85K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-800- 0.7% |
$46.1K - $62.8K
|
114K
$9.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-874- 27.15% |
$50.4K - $68.6K
|
2.35K
$204K
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-973- 1.01% |
$56.1K - $76.4K
|
95.5K
$8.3M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-973- 1.01% |
$56.1K - $76.4K
|
95.5K
$8.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-973- 1.01% |
$56.1K - $76.4K
|
95.5K
$8.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-993- 6.23% |
$57.2K - $78K
|
14.9K
$1.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.25K- 15.5% |
$72.1K - $98.2K
|
6.82K
$593K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.3K- 2.68% |
$74.7K - $102K
|
47.1K
$4.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.4K- 15.47% |
$80.7K - $110K
|
7.65K
$665K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.43K- 10.14% |
$82.2K - $112K
|
12.6K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.62K- 0.94% |
$93.1K - $127K
|
170K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.71K- 8.87% |
$98.7K - $134K
|
17.6K
$1.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1.85K- 2.46% |
$107K - $145K
|
73.4K
$6.38M
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-2.3K- 21.9% |
$133K - $181K
|
8.2K
$713K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.34K- 9.25% |
$135K - $184K
|
23K
$2M
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.63K- 8.98% |
$152K - $206K
|
26.7K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.75K- 13.1% |
$159K - $216K
|
18.2K
$1.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Scout Investments, Inc.
|
SELL
|
- |
-2.98K- 1.64% |
$172K - $234K
|
179K
$15.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.14K- 35.22% |
$181K - $246K
|
5.77K
$502K
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.6K- 24.3% |
$208K - $283K
|
11.2K
$975K
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-3.71K- 21.15% |
$214K - $291K
|
13.8K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-3.83K- 1.06% |
$221K - $301K
|
356K
$31M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-3.85K- 6.34% |
$222K - $302K
|
56.8K
$4.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-3.92K- 43.25% |
$226K - $308K
|
5.15K
$448K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4.36K- 35.8% |
$251K - $342K
|
7.82K
$680K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.49K- 23.38% |
$259K - $352K
|
14.7K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-4.7K- 4.8% |
$271K - $369K
|
93.3K
$8.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5.16K- 6.04% |
$298K - $405K
|
80.3K
$6.98M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5.21K- 3.59% |
$300K - $409K
|
140K
$12.2M
|