Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 437 institutions that hold shares in the stock, with a total of 81.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
32
shares
|
$3,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
30
shares
|
$3,009
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
25
shares
|
$2,508
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
23
shares
|
$2,307
0.0% of portfolio
|
Q1 2024
Reduced 97.17%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2024 Q3 2024 |
23
shares
|
$2,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
21
shares
|
$2,106
0.0% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
19
shares
|
$1,906
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
19
shares
|
$1,906
0.0% of portfolio
|
Q3 2024
Added 72.73%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
13
shares
|
$1,304
0.0% of portfolio
|
Q3 2023
Added 62.5%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
13
shares
|
$1,304
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
13
shares
|
$1,304
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
12
shares
|
$1,203
0.0% of portfolio
|
Q3 2024
Reduced 67.57%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
10
shares
|
$1,003
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
10
shares
|
$1,003
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
7
shares
|
$702
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
6
shares
|
$601
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
5
shares
|
$501
0.0% of portfolio
|
Q2 2022
Reduced 95.54%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
5
shares
|
$501
0.0% of portfolio
|
Q3 2023
Added 2.78%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
5
shares
|
$501
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4
shares
|
$401
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2
shares
|
$200
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2
shares
|
$200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
2
shares
|
$200
0.0% of portfolio
|
Q4 2023
Reduced 75.0%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
2
shares
|
$200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1
shares
|
$100
0.0% of portfolio
|
Q3 2024
New holding
|