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
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.3K- 4.14% |
$102K - $136K
|
30.2K
$3.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.33K- 5.27% |
$104K - $139K
|
23.9K
$2.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.34K- 31.82% |
$105K - $140K
|
2.88K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.37K- 5.62% |
$107K - $143K
|
23K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.45K- 1.72% |
$113K - $151K
|
82.6K
$9.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.45K- 6.49% |
$113K - $151K
|
20.8K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.53K- 14.69% |
$120K - $160K
|
8.88K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.56K- 1.6% |
$122K - $163K
|
96.2K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.84K- 23.21% |
$144K - $193K
|
6.09K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.88K- 16.02% |
$147K - $197K
|
9.84K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.4K- 11.68% |
$187K - $251K
|
18.1K
$2.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-2.6K- 22.38% |
$204K - $273K
|
9.03K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.54K- 7.16% |
$277K - $370K
|
45.9K
$5.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.29K- 2.32% |
$335K - $449K
|
180K
$20.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-4.41K- 3.12% |
$344K - $461K
|
137K
$15.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.93K- 41.6% |
$385K - $516K
|
6.92K
$788K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.26K- 5.9% |
$411K - $550K
|
83.8K
$9.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.01K- 38.07% |
$470K - $629K
|
9.77K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.22K- 53.26% |
$486K - $651K
|
5.46K
$622K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-7.14K- 10.3% |
$558K - $747K
|
62.2K
$7.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-8.84K- 41.73% |
$691K - $925K
|
12.3K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9K- 40.23% |
$703K - $942K
|
13.4K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-9.25K- 3.12% |
$723K - $968K
|
287K
$32.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-9.41K- 8.34% |
$736K - $985K
|
103K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-10.2K- 58.62% |
$797K - $1.07M
|
7.2K
$820K
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-10.5K- 11.7% |
$820K - $1.1M
|
79.2K
$9.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-10.8K- 1.57% |
$847K - $1.13M
|
680K
$77.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-11K- 19.33% |
$860K - $1.15M
|
45.9K
$5.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-11.1K- 13.33% |
$866K - $1.16M
|
72K
$8.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-14.3K- 21.07% |
$1.12M - $1.5M
|
53.5K
$6.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-17.1K- 71.15% |
$1.34M - $1.79M
|
6.93K
$790K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-19.1K- 1.7% |
$1.49M - $2M
|
1.11M
$126M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-25.2K- 12.04% |
$1.97M - $2.64M
|
184K
$21M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27.6K- 64.33% |
$2.16M - $2.89M
|
15.3K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-29K- 67.55% |
$2.27M - $3.04M
|
13.9K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-29.5K- 53.02% |
$2.3M - $3.08M
|
26.1K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-39K- 14.58% |
$3.05M - $4.08M
|
229K
$26M
|
|
|
Feb 13, 2025
Q4 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-41.2K- 35.3% |
$3.22M - $4.31M
|
75.5K
$8.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-46.4K- 9.58% |
$3.63M - $4.86M
|
438K
$49.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-51.8K- 47.43% |
$4.05M - $5.42M
|
57.4K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-52.6K- 17.73% |
$4.11M - $5.5M
|
244K
$27.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-54.2K- 8.99% |
$4.24M - $5.67M
|
549K
$62.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-58.4K- 17.4% |
$4.56M - $6.11M
|
277K
$31.6M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-61.6K- 42.21% |
$4.82M - $6.45M
|
84.3K
$9.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-71.2K- 96.36% |
$5.57M - $7.46M
|
2.69K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-84.5K- 17.59% |
$6.61M - $8.85M
|
396K
$45.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-85K- 10.07% |
$6.64M - $8.89M
|
758K
$86.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-86.5K- 8.34% |
$6.77M - $9.06M
|
951K
$108M
|
|
|
Feb 03, 2025
Q4 2024
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-97.3K- 10.4% |
$7.6M - $10.2M
|
838K
$95.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-112K- 94.37% |
$8.74M - $11.7M
|
6.67K
$760K
|