Purchases and Sales Made in Q2 2023 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
10KNew |
$510K - $657K
|
10K
$1.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
9.88K+ 213.6% |
$504K - $649K
|
14.5K
$1.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
9.67K+ 18.07% |
$493K - $635K
|
63.2K
$7.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
9.39KNew |
$479K - $616K
|
9.39K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
9.26KNew |
$473K - $608K
|
9.26K
$1.06M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.94KNew |
$456K - $587K
|
8.94K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.73KNew |
$446K - $574K
|
8.73K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.74K+ 14.56% |
$395K - $508K
|
60.8K
$6.97M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7.6KNew |
$388K - $499K
|
7.6K
$870K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
7.02K+ 9.28% |
$358K - $461K
|
82.7K
$9.47M
|
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
7.02K+ 9.28% |
$358K - $461K
|
82.7K
$9.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.87KNew |
$351K - $451K
|
6.87K
$787K
|
|
|
Aug 14, 2023
Q2 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
5.29K+ 0.9% |
$270K - $348K
|
593K
$67.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.29KNew |
$270K - $347K
|
5.29K
$605K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.28KNew |
$269K - $346K
|
5.28K
$604K
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.19KNew |
$265K - $341K
|
5.19K
$594K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
4.88KNew |
$249K - $320K
|
4.88K
$559K
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.82KNew |
$246K - $317K
|
4.82K
$552K
|
|
|
Aug 14, 2023
Q2 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
4.56K+ 7.6% |
$232K - $299K
|
64.5K
$7.38M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.26KNew |
$217K - $279K
|
4.26K
$487K
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.03KNew |
$206K - $265K
|
4.03K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.81KNew |
$194K - $250K
|
3.81K
$436K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.62K+ 8.23% |
$185K - $238K
|
47.6K
$5.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.31KNew |
$169K - $217K
|
3.31K
$379K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.23K+ 9.13% |
$165K - $212K
|
38.6K
$4.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.19K+ 8.38% |
$163K - $210K
|
41.3K
$4.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.65K+ 19.19% |
$135K - $174K
|
16.5K
$1.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
2.6K+ 28.57% |
$133K - $171K
|
11.7K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.54K+ 62.08% |
$129K - $167K
|
6.63K
$759K
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.5K+ 11.11% |
$128K - $164K
|
25K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.24K+ 6.23% |
$114K - $147K
|
38.2K
$4.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.2K+ 1.21% |
$112K - $144K
|
185K
$21.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.05K+ 30.55% |
$105K - $135K
|
8.77K
$1M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.02K+ 3.79% |
$103K - $132K
|
55.3K
$6.33M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2K+ 13.07% |
$102K - $131K
|
17.3K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.84K+ 1.42% |
$94K - $121K
|
132K
$15.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.72K+ 13.09% |
$87.6K - $113K
|
14.8K
$1.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.65KNew |
$83.9K - $108K
|
1.65K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.63K+ 30.73% |
$83.2K - $107K
|
6.93K
$794K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.6K+ 3.86% |
$81.5K - $105K
|
43K
$4.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.52KNew |
$77.6K - $99.9K
|
1.52K
$174K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.42K+ 2.43% |
$72.6K - $93.4K
|
59.9K
$6.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.4K+ 29.29% |
$71.6K - $92.2K
|
6.2K
$710K
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
1.4K+ 0.08% |
$71.3K - $91.8K
|
1.66M
$190M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.2K+ 4.82% |
$61K - $78.5K
|
26K
$2.97M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.19K+ 54.51% |
$60.7K - $78.1K
|
3.37K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
1.18KNew |
$60.1K - $77.3K
|
1.18K
$135K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.14K+ 14.04% |
$58.3K - $75K
|
9.28K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.12K+ 7.59% |
$57.3K - $73.8K
|
15.9K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.1K+ 11.34% |
$56.1K - $72.2K
|
10.8K
$1.24M
|