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
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
4.57K+ 3.63% |
$357K - $478K
|
130K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.5KNew |
$352K - $471K
|
4.5K
$361K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.45K+ 11.77% |
$348K - $466K
|
42.3K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.37K+ 4.82% |
$342K - $457K
|
95.1K
$7.63M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.34K+ 9.47% |
$340K - $454K
|
50.2K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.26K+ 7.88% |
$333K - $446K
|
58.4K
$4.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.24K+ 105.66% |
$331K - $443K
|
8.25K
$661K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
4.09KNew |
$320K - $428K
|
4.09K
$328K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.97KNew |
$311K - $416K
|
3.97K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3.7K+ 5.56% |
$289K - $387K
|
70.2K
$5.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.64K+ 17.64% |
$284K - $381K
|
24.2K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.55KNew |
$278K - $372K
|
3.55K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.43K+ 3.46% |
$268K - $359K
|
103K
$8.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3.27KNew |
$255K - $342K
|
3.27K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.18K+ 2.85% |
$248K - $333K
|
115K
$9.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.17KNew |
$248K - $332K
|
3.17K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.07K+ 27.17% |
$240K - $321K
|
14.3K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.03KNew |
$237K - $317K
|
3.03K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.96K+ 15.38% |
$232K - $310K
|
22.2K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.86KNew |
$223K - $299K
|
2.86K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
2.77KNew |
$217K - $290K
|
2.77K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
2.76KNew |
$216K - $289K
|
2.76K
$221K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.76K+ 4.83% |
$216K - $289K
|
59.8K
$4.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$212K - $284K
|
2.72K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
2.59KNew |
$203K - $271K
|
2.59K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.52KNew |
$197K - $264K
|
2.52K
$202K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.49KNew |
$195K - $261K
|
2.49K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.49KNew |
$194K - $260K
|
2.49K
$199K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.43KNew |
$190K - $254K
|
2.43K
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.38KNew |
$186K - $249K
|
2.38K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.36KNew |
$184K - $247K
|
2.36K
$189K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
2.33KNew |
$182K - $244K
|
2.33K
$187K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.26KNew |
$177K - $237K
|
2.26K
$181K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.24KNew |
$175K - $234K
|
2.24K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.23KNew |
$174K - $234K
|
2.23K
$179K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.23KNew |
$174K - $234K
|
2.23K
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
2.18KNew |
$170K - $228K
|
2.18K
$175K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.14KNew |
$167K - $224K
|
2.14K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.09KNew |
$163K - $219K
|
2.09K
$168K
|
|
|
Feb 12, 2025
Q4 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
2.05K+ 22.66% |
$160K - $214K
|
11.1K
$888K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.97KNew |
$154K - $206K
|
1.97K
$158K
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.88K+ 10.96% |
$147K - $197K
|
19K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.83K+ 23.37% |
$143K - $191K
|
9.65K
$774K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.8K+ 1.06% |
$141K - $188K
|
172K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.77K+ 14.63% |
$138K - $185K
|
13.8K
$1.11M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 8.54% |
$134K - $179K
|
21.7K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.7K+ 8.25% |
$133K - $178K
|
22.3K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.61K+ 9.57% |
$125K - $168K
|
18.4K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.53K+ 7.18% |
$120K - $160K
|
22.9K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.5K+ 25.27% |
$117K - $157K
|
7.42K
$595K
|