Purchases and Sales Made in Q1 2024 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
12.4K+ 1.14% |
$824K - $1.04M
|
1.1M
$123M
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$695K - $878K
|
10.5K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
10.2K+ 5254.87% |
$678K - $856K
|
10.4K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
9.82K+ 169.89% |
$650K - $820K
|
15.6K
$1.74M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.73K+ 3.03% |
$644K - $813K
|
331K
$36.9M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
9.22K+ 53.95% |
$610K - $770K
|
26.3K
$2.93M
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
8.32K+ 24.14% |
$551K - $695K
|
42.8K
$4.77M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
8.22KNew |
$544K - $687K
|
8.22K
$917K
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
7.37K+ 26.49% |
$488K - $616K
|
35.2K
$3.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Legato Capital Management LLC
|
BUY
|
- |
6.54KNew |
$432K - $546K
|
6.54K
$729K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.34K+ 66.04% |
$420K - $530K
|
15.9K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.71K+ 29.18% |
$378K - $477K
|
25.3K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
5.4KNew |
$358K - $451K
|
5.4K
$603K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.22K+ 10.74% |
$346K - $436K
|
53.9K
$6.01M
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
5.05KNew |
$334K - $422K
|
5.05K
$564K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.79KNew |
$317K - $400K
|
4.79K
$534K
|
|
|
May 15, 2024
Q1 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
4.66KNew |
$308K - $389K
|
4.66K
$520K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.59KNew |
$304K - $384K
|
4.59K
$512K
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.44KNew |
$294K - $371K
|
4.44K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4.44K+ 16.87% |
$293K - $370K
|
30.7K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.3K+ 103.46% |
$285K - $359K
|
8.46K
$943K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
BUY
|
- |
4.3K+ 26.71% |
$285K - $359K
|
20.4K
$2.28M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.23KNew |
$280K - $353K
|
4.23K
$471K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.23KNew |
$280K - $353K
|
4.23K
$471K
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4.15K+ 16.41% |
$275K - $347K
|
29.5K
$3.29M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.89KNew |
$257K - $325K
|
3.89K
$433K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.6K+ 5.77% |
$238K - $300K
|
66K
$7.36M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.41KNew |
$226K - $285K
|
3.41K
$380K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.4KNew |
$225K - $284K
|
3.4K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.38KNew |
$223K - $282K
|
3.38K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.37K+ 7.01% |
$223K - $281K
|
51.4K
$5.73M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.24KNew |
$214K - $270K
|
3.24K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
2.87KNew |
$190K - $240K
|
2.87K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.86KNew |
$189K - $238K
|
2.86K
$318K
|
|
|
May 15, 2024
Q1 2024
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
2.8KNew |
$185K - $234K
|
2.8K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.76KNew |
$183K - $231K
|
2.76K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.76K+ 48.06% |
$182K - $230K
|
8.49K
$947K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.74K+ 0.43% |
$181K - $229K
|
641K
$71.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.72KNew |
$180K - $227K
|
2.72K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.68KNew |
$177K - $224K
|
2.68K
$298K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.66K+ 11.08% |
$176K - $222K
|
26.7K
$2.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.63KNew |
$174K - $220K
|
2.63K
$294K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.62KNew |
$173K - $219K
|
2.62K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
2.62KNew |
$173K - $219K
|
2.62K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$165K - $208K
|
2.5K
$278K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
2.31K+ 4.9% |
$153K - $193K
|
49.5K
$5.52M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.31K+ 2.28% |
$153K - $193K
|
104K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.3K+ 29.76% |
$152K - $192K
|
10K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.2K+ 11.6% |
$145K - $184K
|
21.1K
$2.36M
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 13.14% |
$132K - $167K
|
17.2K
$1.92M
|