Purchases and Sales Made in Q4 2023 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q4 2023. 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 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.01K+ 11.9% |
$126K - $153K
|
18.9K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.84K+ 22.79% |
$115K - $140K
|
9.91K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.79KNew |
$112K - $136K
|
1.79K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.66K+ 40.61% |
$103K - $126K
|
5.73K
$633K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.59K+ 1.21% |
$99.3K - $121K
|
132K
$14.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.59K+ 9.17% |
$99.1K - $121K
|
18.9K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
1.58KNew |
$98.7K - $120K
|
1.58K
$175K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.58K+ 37.63% |
$98.7K - $120K
|
5.78K
$638K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.45K+ 4.04% |
$90.7K - $111K
|
37.4K
$4.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.38K+ 1.9% |
$86.2K - $105K
|
74K
$8.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.2K+ 30025.0% |
$75K - $91.4K
|
1.21K
$133K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 1.34% |
$72.9K - $88.8K
|
88.1K
$9.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.15K+ 1.41% |
$71.5K - $87.2K
|
82.4K
$9.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.1K+ 7.7% |
$68.5K - $83.5K
|
15.4K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
991+ 5.92% |
$61.9K - $75.4K
|
17.7K
$1.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
963+ 0.8% |
$60.1K - $73.3K
|
121K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
911New |
$56.9K - $69.4K
|
911
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
899+ 0.08% |
$56.1K - $68.4K
|
1.09M
$120M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
816+ 0.44% |
$51K - $62.1K
|
186K
$20.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
814New |
$50.8K - $62K
|
814
$89.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
796+ 9.53% |
$49.7K - $60.6K
|
9.15K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
631+ 7.63% |
$39.4K - $48K
|
8.9K
$983K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
546+ 13.39% |
$34.1K - $41.6K
|
4.62K
$511K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
522+ 0.49% |
$32.6K - $39.7K
|
107K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
488+ 255.5% |
$30.5K - $37.2K
|
679
$75K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
486+ 6942.86% |
$30.3K - $37K
|
493
$54.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
435New |
$27.2K - $33.1K
|
435
$48K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
404New |
$25.2K - $30.8K
|
404
$44.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
339+ 0.58% |
$21.2K - $25.8K
|
58.8K
$6.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
254+ 3.2% |
$15.9K - $19.3K
|
8.2K
$905K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
243+ 7.01% |
$15.2K - $18.5K
|
3.71K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
241New |
$15K - $18.3K
|
241
$26.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
241+ 4.25% |
$15K - $18.3K
|
5.91K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
239+ 0.27% |
$14.9K - $18.2K
|
88.6K
$9.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
234New |
$14.6K - $17.8K
|
234
$25.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
209New |
$13K - $15.9K
|
209
$23.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
207+ 0.86% |
$12.9K - $15.8K
|
24.2K
$2.67M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
199New |
$12.4K - $15.1K
|
199
$22K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
195New |
$12.2K - $14.8K
|
195
$21.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
180New |
$11.2K - $13.7K
|
180
$19.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
147+ 1.21% |
$9.18K - $11.2K
|
12.3K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
140+ 4.71% |
$8.74K - $10.7K
|
3.12K
$344K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
126New |
$7.87K - $9.59K
|
126
$13.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
118+ 21.26% |
$7.37K - $8.98K
|
673
$74.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
115+ 3.54% |
$7.18K - $8.75K
|
3.36K
$371K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
111+ 24.24% |
$6.93K - $8.45K
|
569
$62.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
101+ 11.54% |
$6.31K - $7.69K
|
976
$108K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.49% |
$6.24K - $7.61K
|
20.5K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
94+ 0.5% |
$5.87K - $7.16K
|
19.1K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
86+ 172.0% |
$5.37K - $6.55K
|
136
$15K
|