Purchases and Sales Made in Q1 2022 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
54+ 0.72% |
$2.45K - $3.64K
|
7.53K
$862K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
51+ 364.29% |
$2.32K - $3.44K
|
65
$7.44K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
43+ 0.31% |
$1.95K - $2.9K
|
13.9K
$1.59M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38+ 0.13% |
$1.73K - $2.56K
|
30.2K
$3.45M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
37New |
$1.68K - $2.5K
|
37
$4.24K
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
35+ 0.04% |
$1.59K - $2.36K
|
98.1K
$11.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
33+ 38.37% |
$1.5K - $2.23K
|
119
$13.6K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
31New |
$1.41K - $2.09K
|
31
$3.55K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
30New |
$1.36K - $2.02K
|
30
$3.44K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
27+ 135.0% |
$1.23K - $1.82K
|
47
$5.38K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
26+ 68.42% |
$1.18K - $1.75K
|
64
$7.33K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 161.54% |
$953 - $1.42K
|
34
$3.89K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
21New |
$953 - $1.42K
|
21
$2.4K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
18New |
$817 - $1.21K
|
18
$2.06K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
18New |
$817 - $1.21K
|
18
$2.06K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$499 - $742
|
11
$1.26K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10New |
$454 - $674
|
10
$1.15K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7+ 0.1% |
$318 - $472
|
6.84K
$783K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7+ 2.89% |
$318 - $472
|
249
$28.5K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
5+ 62.5% |
$227 - $337
|
13
$1.49K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
4New |
$182 - $270
|
4
$458
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
4New |
$182 - $270
|
4
$458
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3+ 0.07% |
$136 - $202
|
4.45K
$510K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$90.8 - $135
|
2
$229
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 1.1% |
$90.8 - $135
|
183
$21K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-5Closed |
$227 - $337
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-5- 0.06% |
$227 - $337
|
8.6K
$984K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-6Closed |
$272 - $405
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-6Closed |
$272 - $405
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-10Closed |
$454 - $674
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-11Closed |
$499 - $742
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-11- 18.97% |
$499 - $742
|
47
$5.38K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-13- 17.33% |
$590 - $877
|
62
$7.1K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-46- 33.82% |
$2.09K - $3.1K
|
90
$10.3K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-50Closed |
$2.27K - $3.37K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-66- 84.62% |
$3K - $4.45K
|
12
$1.37K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-67- 32.21% |
$3.04K - $4.52K
|
141
$16.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-95- 0.55% |
$4.31K - $6.41K
|
17.1K
$1.96M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-100Closed |
$4.54K - $6.74K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
SELL
|
- |
-133- 1.04% |
$6.04K - $8.97K
|
12.6K
$1.45M
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-136- 83.44% |
$6.17K - $9.17K
|
27
$3.09K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-140- 23.1% |
$6.36K - $9.44K
|
466
$53.4K
|
|
|
May 04, 2022
Q1 2022
|
Nbw Capital LLC
|
SELL
|
- |
-149- 0.3% |
$6.76K - $10K
|
50.1K
$5.74M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-228- 3.37% |
$10.4K - $15.4K
|
6.53K
$748K
|
|
|
Apr 14, 2022
Q1 2022
|
Scout Investments, Inc.
|
SELL
|
- |
-245- 0.13% |
$11.1K - $16.5K
|
182K
$20.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-255- 0.94% |
$11.6K - $17.2K
|
26.8K
$3.07M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-310- 67.39% |
$14.1K - $20.9K
|
150
$17.2K
|
|
|
Apr 14, 2022
Q1 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-320- 2.65% |
$14.5K - $21.6K
|
11.8K
$1.35M
|
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-328- 0.26% |
$14.9K - $22.1K
|
125K
$14.4M
|