Purchases and Sales Made in Q1 2023 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q1 2023. 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 05, 2023
Q1 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.71K+ 0.76% |
$89.7K - $115K
|
228K
$19M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.7K+ 29.52% |
$89.3K - $115K
|
7.47K
$623K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.59K+ 10.67% |
$83.5K - $107K
|
16.5K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.59K+ 4.7% |
$83.3K - $107K
|
35.4K
$2.95M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.58K+ 18.42% |
$82.9K - $107K
|
10.2K
$847K
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.44K+ 20.77% |
$75.6K - $97.2K
|
8.38K
$699K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.4K+ 9.78% |
$73.4K - $94.4K
|
15.7K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1.23K+ 11.87% |
$64.4K - $82.8K
|
11.6K
$965K
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
BUY
|
- |
1.16K+ 2.53% |
$60.6K - $77.9K
|
46.8K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
1.15K+ 12.99% |
$60.3K - $77.5K
|
10K
$834K
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.04KNew |
$54.3K - $69.8K
|
1.04K
$86.4K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1K+ 8.85% |
$52.4K - $67.4K
|
12.3K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
990+ 26.03% |
$51.9K - $66.7K
|
4.79K
$400K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
873+ 7.13% |
$45.8K - $58.8K
|
13.1K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
843+ 1.0% |
$44.2K - $56.8K
|
85.6K
$7.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
796+ 20.78% |
$41.7K - $53.7K
|
4.63K
$386K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
793+ 8.05% |
$41.6K - $53.5K
|
10.7K
$888K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
742+ 229.01% |
$38.9K - $50K
|
1.07K
$88.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
687+ 2.89% |
$36K - $46.3K
|
24.5K
$2.04M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
600+ 9.68% |
$31.5K - $40.4K
|
6.8K
$567K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
598+ 3.73% |
$31.4K - $40.3K
|
16.6K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
550+ 0.63% |
$28.8K - $37.1K
|
88.1K
$7.34M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
549+ 12.0% |
$28.8K - $37K
|
5.13K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
343+ 22.2% |
$18K - $23.1K
|
1.89K
$157K
|
|
|
Apr 26, 2023
Q1 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
304+ 0.18% |
$15.9K - $20.5K
|
173K
$14.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
282New |
$14.8K - $19K
|
282
$23.5K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
274+ 782.86% |
$14.4K - $18.5K
|
309
$25.8K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
253+ 275.0% |
$13.3K - $17.1K
|
345
$28.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
204+ 0.2% |
$10.7K - $13.8K
|
100K
$8.36M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
198+ 36.67% |
$10.4K - $13.3K
|
738
$61.5K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
185+ 24.5% |
$9.7K - $12.5K
|
940
$78.4K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
175+ 3500.0% |
$9.18K - $11.8K
|
180
$15K
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
168+ 0.14% |
$8.81K - $11.3K
|
124K
$10.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
168+ 1.02% |
$8.81K - $11.3K
|
16.6K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
158+ 0.56% |
$8.29K - $10.7K
|
28.4K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
115+ 0.69% |
$6.03K - $7.75K
|
16.8K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
113New |
$5.93K - $7.62K
|
113
$9.42K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
95+ 0.25% |
$4.98K - $6.4K
|
38.1K
$3.18M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
77New |
$4.04K - $5.19K
|
77
$6.42K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
63+ 7.52% |
$3.3K - $4.25K
|
901
$75.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
62+ 0.47% |
$3.25K - $4.18K
|
13.3K
$1.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
48+ 3.86% |
$2.52K - $3.24K
|
1.29K
$108K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46+ 766.67% |
$2.41K - $3.1K
|
52
$4.33K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
46New |
$2.41K - $3.1K
|
46
$3.83K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
44+ 0.27% |
$2.31K - $2.97K
|
16.2K
$1.35M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
44+ 0.29% |
$2.31K - $2.97K
|
15.1K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
27+ 36.0% |
$1.42K - $1.82K
|
102
$8.5K
|
|
|
May 15, 2023
Q1 2023
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
16+ 0.0% |
$839 - $1.08K
|
368K
$30.7M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13New |
$682 - $876
|
13
$1.08K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$524 - $674
|
10
$834
|