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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-163- 0.25% |
$10.2K - $12.4K
|
64.3K
$5.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-170- 2.15% |
$10.6K - $12.9K
|
7.75K
$722K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-186- 5.05% |
$11.6K - $14.2K
|
3.5K
$326K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.83% |
$12.5K - $15.2K
|
24K
$2.24M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-225- 20.89% |
$14K - $17.1K
|
852
$79.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-263- 5.7% |
$16.4K - $20K
|
4.35K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-304- 11.32% |
$19K - $23.1K
|
2.38K
$222K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-305- 0.75% |
$19K - $23.2K
|
40.5K
$3.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-332- 3.6% |
$20.7K - $25.3K
|
8.89K
$828K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-356- 1.0% |
$22.2K - $27.1K
|
35.2K
$3.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-394- 2.5% |
$24.6K - $30K
|
15.4K
$1.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-399- 1.64% |
$24.9K - $30.4K
|
23.9K
$2.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-421- 1.01% |
$26.3K - $32.1K
|
41.1K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-430- 10.31% |
$26.8K - $32.7K
|
3.74K
$349K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-452- 2.56% |
$28.2K - $34.4K
|
17.2K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-513- 4.19% |
$32K - $39.1K
|
11.7K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-530- 5.91% |
$33.1K - $40.3K
|
8.44K
$786K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-560- 8.65% |
$35K - $42.6K
|
5.91K
$551K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-568- 5.06% |
$35.5K - $43.2K
|
10.7K
$993K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-671- 0.73% |
$41.9K - $51.1K
|
90.9K
$8.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-676- 1.24% |
$42.2K - $51.5K
|
53.6K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-691- 4.61% |
$43.1K - $52.6K
|
14.3K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-750- 19.69% |
$46.8K - $57.1K
|
3.06K
$285K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-905- 8.91% |
$56.5K - $68.9K
|
9.25K
$862K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-967- 21.84% |
$60.4K - $73.6K
|
3.46K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.02K- 58.94% |
$63.8K - $77.8K
|
712
$66.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-1.03K- 1.18% |
$64.5K - $78.6K
|
86.6K
$8.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.06K- 1.09% |
$66.2K - $80.7K
|
96.1K
$8.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.13K- 8.39% |
$70.6K - $86K
|
12.3K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.17K- 31.21% |
$73.3K - $89.4K
|
2.59K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.18K- 19.01% |
$73.6K - $89.8K
|
5.02K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.35K- 0.32% |
$84.4K - $103K
|
417K
$38.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.37K- 87.45% |
$85.7K - $105K
|
197
$18.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.39K- 22.04% |
$86.5K - $106K
|
4.9K
$457K
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.4K- 2.66% |
$87.4K - $107K
|
51.3K
$4.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.44K- 3.53% |
$89.7K - $109K
|
39.2K
$3.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.66K- 1.17% |
$103K - $126K
|
140K
$13M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.77K- 15.19% |
$110K - $134K
|
9.86K
$918K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-1.86K- 4.5% |
$116K - $142K
|
39.6K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.9K- 8.86% |
$119K - $145K
|
19.6K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.14K- 16.35% |
$134K - $163K
|
11K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.16K- 1.25% |
$135K - $165K
|
171K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.59K- 3.99% |
$162K - $197K
|
62.4K
$5.81M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.65K- 2.31% |
$166K - $202K
|
112K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.7K- 12.46% |
$168K - $205K
|
18.9K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.75K- 6.13% |
$171K - $209K
|
42K
$3.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.99K- 2.81% |
$187K - $228K
|
104K
$9.66M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.04K- 10.89% |
$190K - $232K
|
24.9K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.15K- 34.28% |
$197K - $240K
|
6.04K
$563K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.23K- 3.09% |
$202K - $246K
|
101K
$9.44M
|