Purchases and Sales Made in Q4 2024 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q4 2024. 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, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.28K+ 2.88% |
$100K - $134K
|
45.8K
$5.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.18K+ 1112.26% |
$92.2K - $123K
|
1.29K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.15K+ 0.77% |
$90K - $120K
|
150K
$17.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.14K+ 36.26% |
$88.9K - $119K
|
4.27K
$489K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.11K+ 31.41% |
$86.6K - $116K
|
4.64K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.1K+ 0.07% |
$86K - $115K
|
1.58M
$181M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 7.89% |
$82.1K - $110K
|
14.4K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.01K+ 39.83% |
$79.1K - $106K
|
3.55K
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.01K+ 0.38% |
$79K - $106K
|
267K
$30.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
879+ 88.88% |
$68.7K - $92K
|
1.87K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
718+ 6.21% |
$56.1K - $75.1K
|
12.3K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
509+ 5.09% |
$39.8K - $53.3K
|
10.5K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
482+ 6.43% |
$37.7K - $50.4K
|
7.98K
$914K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
481+ 0.22% |
$37.6K - $50.3K
|
215K
$24.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
475+ 31.69% |
$37.1K - $49.7K
|
1.97K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
445+ 1934.78% |
$34.8K - $46.6K
|
468
$53.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
420+ 8.52% |
$32.8K - $44K
|
5.35K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
384+ 3.05% |
$30K - $40.2K
|
13K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
375+ 50.68% |
$29.3K - $39.2K
|
1.12K
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
362+ 89.38% |
$28.3K - $37.9K
|
767
$87.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
309+ 32.91% |
$24.2K - $32.3K
|
1.25K
$143K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
300New |
$23.5K - $31.4K
|
300
$34.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
299+ 8.74% |
$23.4K - $31.3K
|
3.72K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
289+ 1.15% |
$22.6K - $30.2K
|
25.3K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
273+ 3.55% |
$21.3K - $28.6K
|
7.97K
$912K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
267New |
$20.9K - $27.9K
|
267
$30.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
245+ 2.56% |
$19.2K - $25.6K
|
9.81K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
239+ 1.83% |
$18.7K - $25K
|
13.3K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
233+ 11.11% |
$18.2K - $24.4K
|
2.33K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
231+ 0.36% |
$18.1K - $24.2K
|
63.9K
$7.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
206+ 25.21% |
$16.1K - $21.6K
|
1.02K
$117K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
164+ 65.6% |
$12.8K - $17.2K
|
414
$47.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
162+ 27.55% |
$12.7K - $17K
|
750
$85.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
159+ 5.01% |
$12.4K - $16.6K
|
3.34K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
158+ 3.48% |
$12.4K - $16.5K
|
4.7K
$538K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
150New |
$11.7K - $15.7K
|
150
$17.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
150+ 8.33% |
$11.7K - $15.7K
|
1.95K
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
139+ 5.56% |
$10.9K - $14.5K
|
2.64K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
138+ 5.31% |
$10.8K - $14.4K
|
2.74K
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
106+ 0.55% |
$8.29K - $11.1K
|
19.3K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
105+ 94.59% |
$8.21K - $11K
|
216
$24.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
103+ 0.53% |
$8.05K - $10.8K
|
19.4K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.41% |
$7.82K - $10.5K
|
24.2K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.48% |
$7.82K - $10.5K
|
20.7K
$2.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.57% |
$7.82K - $10.5K
|
17.8K
$2.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
98+ 34.27% |
$7.66K - $10.3K
|
384
$44K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
97+ 3.78% |
$7.58K - $10.2K
|
2.67K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
88+ 0.26% |
$6.88K - $9.21K
|
33.9K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
80+ 135.59% |
$6.25K - $8.37K
|
139
$15.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
67+ 1.37% |
$5.24K - $7.01K
|
4.96K
$568K
|