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
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 1.22% |
$53.1K - $68.3K
|
86.6K
$9.66M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
887+ 2.2% |
$45.3K - $58.2K
|
41.2K
$4.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
801+ 5.11% |
$40.9K - $52.6K
|
16.5K
$1.84M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
765New |
$39K - $50.2K
|
765
$85.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
761+ 0.62% |
$38.8K - $50K
|
123K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
613New |
$31.3K - $40.3K
|
613
$68.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
546+ 3.34% |
$27.9K - $35.9K
|
16.9K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
460+ 0.19% |
$23.5K - $30.2K
|
237K
$26.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
433+ 7.85% |
$22.1K - $28.4K
|
5.95K
$664K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
413+ 247.31% |
$21.1K - $27.1K
|
580
$64.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
371+ 2.21% |
$18.9K - $24.4K
|
17.1K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
365New |
$18.6K - $24K
|
365
$40.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
352+ 47.7% |
$18K - $23.1K
|
1.09K
$122K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
334New |
$17K - $21.9K
|
334
$37.2K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
332+ 2.56% |
$16.9K - $21.8K
|
13.3K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
332+ 12.62% |
$16.9K - $21.8K
|
2.96K
$330K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
320+ 0.34% |
$16.3K - $21K
|
93.8K
$10.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
275+ 6.98% |
$14K - $18.1K
|
4.22K
$470K
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
262+ 15.53% |
$13.4K - $17.2K
|
1.95K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
252New |
$12.9K - $16.5K
|
252
$28.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
242+ 0.11% |
$12.3K - $15.9K
|
228K
$25.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
217+ 1.16% |
$11.1K - $14.3K
|
19K
$2.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
179+ 2.69% |
$9.13K - $11.8K
|
6.84K
$763K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
160+ 3.27% |
$8.16K - $10.5K
|
5.06K
$564K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
155+ 0.06% |
$7.91K - $10.2K
|
272K
$30.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
123+ 50.2% |
$6.28K - $8.08K
|
368
$41K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
112+ 2240.0% |
$5.71K - $7.36K
|
117
$13K
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
110+ 3.22% |
$5.61K - $7.22K
|
3.52K
$393K
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
110+ 2.39% |
$5.61K - $7.22K
|
4.71K
$525K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
100New |
$5.1K - $6.57K
|
100
$11.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
96+ 27.83% |
$4.9K - $6.3K
|
441
$49.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
65+ 1.45% |
$3.32K - $4.27K
|
4.55K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
65New |
$3.32K - $4.27K
|
65
$7.25K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
50+ 15.43% |
$2.55K - $3.28K
|
374
$41.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
45+ 14.9% |
$2.3K - $2.96K
|
347
$38.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
41+ 0.56% |
$2.09K - $2.69K
|
7.31K
$815K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40+ 4.44% |
$2.04K - $2.63K
|
941
$105K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 18.75% |
$765 - $985
|
95
$10.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12New |
$612 - $788
|
12
$1.34K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12New |
$612 - $788
|
12
$1.34K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10New |
$510 - $657
|
10
$1.12K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 18.52% |
$510 - $657
|
64
$7.14K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
9New |
$459 - $591
|
9
$1K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 19.51% |
$408 - $525
|
49
$5.46K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 87.5% |
$357 - $460
|
15
$1.67K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 8.33% |
$51 - $65.7
|
11
$1.23K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2- 0.04% |
$102 - $131
|
4.45K
$496K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-13- 0.05% |
$663 - $854
|
24.7K
$2.75M
|