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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-663- 10.15% |
$51.8K - $69.4K
|
5.87K
$471K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-665- 7.36% |
$52K - $69.6K
|
8.37K
$671K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-695- 9.59% |
$54.3K - $72.7K
|
6.55K
$525K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-758- 20.85% |
$59.3K - $79.3K
|
2.88K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-759- 2.74% |
$59.3K - $79.4K
|
26.9K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-865- 26.53% |
$67.6K - $90.5K
|
2.4K
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-876- 21.88% |
$68.5K - $91.7K
|
3.13K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-896- 8.25% |
$70K - $93.8K
|
9.97K
$799K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-897- 1.33% |
$70.1K - $93.9K
|
66.7K
$5.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-936- 10.24% |
$73.2K - $98K
|
8.21K
$658K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-946- 4.2% |
$74K - $99K
|
21.6K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.06K- 6.14% |
$82.8K - $111K
|
16.2K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.06K- 37.7% |
$82.9K - $111K
|
1.75K
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-1.16K- 2.01% |
$90.7K - $121K
|
56.6K
$4.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.22K- 3.71% |
$95.6K - $128K
|
31.8K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.3K- 4.14% |
$102K - $136K
|
30.2K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.33K- 5.27% |
$104K - $139K
|
23.9K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.34K- 31.82% |
$105K - $140K
|
2.88K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.37K- 2.72% |
$107K - $143K
|
48.9K
$3.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.37K- 5.62% |
$107K - $143K
|
23K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.45K- 1.72% |
$113K - $151K
|
82.6K
$6.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.45K- 6.49% |
$113K - $151K
|
20.8K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.53K- 14.69% |
$120K - $160K
|
8.88K
$712K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.56K- 1.6% |
$122K - $163K
|
96.2K
$7.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.64K- 1.63% |
$128K - $172K
|
99K
$7.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.84K- 23.21% |
$144K - $193K
|
6.09K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.88K- 16.02% |
$147K - $197K
|
9.84K
$789K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.4K- 11.68% |
$187K - $251K
|
18.1K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-2.6K- 22.38% |
$204K - $273K
|
9.03K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.27K- 1.34% |
$255K - $342K
|
240K
$19.2M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.54K- 7.16% |
$277K - $370K
|
45.9K
$3.68M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.74K- 68.5% |
$293K - $392K
|
1.72K
$138K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.29K- 2.32% |
$335K - $449K
|
180K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-4.35K- 28.59% |
$340K - $456K
|
10.9K
$872K
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-4.41K- 3.12% |
$344K - $461K
|
137K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.93K- 41.6% |
$385K - $516K
|
6.92K
$555K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.26K- 5.9% |
$411K - $550K
|
83.8K
$6.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.01K- 38.07% |
$470K - $629K
|
9.77K
$784K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.22K- 53.26% |
$486K - $651K
|
5.46K
$437K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-7.14K- 10.3% |
$558K - $747K
|
62.2K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-7.5K- 19.96% |
$586K - $785K
|
30.1K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-8.84K- 41.73% |
$691K - $925K
|
12.3K
$990K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9K- 40.23% |
$703K - $942K
|
13.4K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-9.25K- 3.12% |
$723K - $968K
|
287K
$23M
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-9.41K- 8.34% |
$736K - $985K
|
103K
$8.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-10.2K- 58.62% |
$797K - $1.07M
|
7.2K
$577K
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-10.5K- 11.7% |
$820K - $1.1M
|
79.2K
$6.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-10.8K- 1.57% |
$847K - $1.13M
|
680K
$54.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-11K- 19.33% |
$860K - $1.15M
|
45.9K
$3.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-11.1K- 13.33% |
$866K - $1.16M
|
72K
$5.78M
|