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 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.45K+ 2.1% |
$114K - $152K
|
70.6K
$5.66M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.4K+ 37.76% |
$110K - $147K
|
5.12K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.4K+ 56.72% |
$109K - $146K
|
3.86K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.34K+ 11.72% |
$105K - $140K
|
12.8K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.28K+ 2.88% |
$100K - $134K
|
45.8K
$3.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.18K+ 1112.26% |
$92.2K - $123K
|
1.29K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.15K+ 0.77% |
$90K - $120K
|
150K
$12M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.14K+ 36.26% |
$88.9K - $119K
|
4.27K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 32.91% |
$87.1K - $117K
|
4.5K
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.11K+ 31.41% |
$86.6K - $116K
|
4.64K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.1K+ 0.07% |
$86K - $115K
|
1.58M
$127M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 7.89% |
$82.1K - $110K
|
14.4K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.01K+ 39.83% |
$79.1K - $106K
|
3.55K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.01K+ 0.38% |
$79K - $106K
|
267K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
933New |
$72.9K - $97.6K
|
933
$74.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
879+ 88.88% |
$68.7K - $92K
|
1.87K
$150K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
718+ 6.21% |
$56.1K - $75.1K
|
12.3K
$985K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
512New |
$40K - $53.6K
|
512
$41.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
509+ 5.09% |
$39.8K - $53.3K
|
10.5K
$843K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
482+ 6.43% |
$37.7K - $50.4K
|
7.98K
$640K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
481+ 0.22% |
$37.6K - $50.3K
|
215K
$17.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
475+ 31.69% |
$37.1K - $49.7K
|
1.97K
$158K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
445+ 1934.78% |
$34.8K - $46.6K
|
468
$37.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
420+ 8.52% |
$32.8K - $44K
|
5.35K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
403+ 9.71% |
$31.5K - $42.2K
|
4.56K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
384+ 3.05% |
$30K - $40.2K
|
13K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
375+ 50.68% |
$29.3K - $39.2K
|
1.12K
$89.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
362+ 89.38% |
$28.3K - $37.9K
|
767
$61.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
350New |
$27.4K - $36.6K
|
350
$28.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
317+ 0.87% |
$24.8K - $33.2K
|
36.8K
$2.95M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
309+ 32.91% |
$24.2K - $32.3K
|
1.25K
$100K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
300New |
$23.5K - $31.4K
|
300
$24.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
299+ 8.74% |
$23.4K - $31.3K
|
3.72K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
289+ 1.15% |
$22.6K - $30.2K
|
25.3K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
273+ 3.55% |
$21.3K - $28.6K
|
7.97K
$639K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
267New |
$20.9K - $27.9K
|
267
$21.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
245+ 2.56% |
$19.2K - $25.6K
|
9.81K
$787K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
239+ 1.83% |
$18.7K - $25K
|
13.3K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
233+ 11.11% |
$18.2K - $24.4K
|
2.33K
$187K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
231+ 0.36% |
$18.1K - $24.2K
|
63.9K
$5.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
225+ 6.72% |
$17.6K - $23.5K
|
3.57K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
206+ 25.21% |
$16.1K - $21.6K
|
1.02K
$82K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
164+ 65.6% |
$12.8K - $17.2K
|
414
$33.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
162+ 27.55% |
$12.7K - $17K
|
750
$60.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
159+ 5.01% |
$12.4K - $16.6K
|
3.34K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
158+ 3.48% |
$12.4K - $16.5K
|
4.7K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
150+ 8.33% |
$11.7K - $15.7K
|
1.95K
$156K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
150New |
$11.7K - $15.7K
|
150
$12K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
139+ 5.56% |
$10.9K - $14.5K
|
2.64K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
138+ 5.31% |
$10.8K - $14.4K
|
2.74K
$219K
|