Purchases and Sales Made in Q3 2024 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
237+ 423.21% |
$16.1K - $20.5K
|
293
$32.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
233+ 5.85% |
$15.8K - $20.2K
|
4.22K
$470K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
222New |
$15.1K - $19.2K
|
222
$24.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
217+ 0.33% |
$14.8K - $18.8K
|
66.2K
$7.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
194+ 346.43% |
$13.2K - $16.8K
|
250
$27.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
182+ 5.0% |
$12.4K - $15.8K
|
3.82K
$426K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
179New |
$12.2K - $15.5K
|
179
$20K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
157+ 5.68% |
$10.7K - $13.6K
|
2.92K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
146+ 182.5% |
$9.93K - $12.6K
|
226
$25.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
134+ 87.01% |
$9.11K - $11.6K
|
288
$32.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
132+ 4.76% |
$8.97K - $11.4K
|
2.91K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
127+ 104.1% |
$8.63K - $11K
|
249
$27.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
117New |
$7.95K - $10.1K
|
117
$13K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
110+ 0.97% |
$7.48K - $9.53K
|
11.4K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
110New |
$7.48K - $9.53K
|
110
$12.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
102+ 0.78% |
$6.93K - $8.84K
|
13.2K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
87New |
$5.91K - $7.54K
|
87
$9.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
82+ 3.39% |
$5.57K - $7.1K
|
2.5K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
75+ 241.94% |
$5.1K - $6.5K
|
106
$11.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
70New |
$4.76K - $6.06K
|
70
$7.81K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
60+ 20.13% |
$4.08K - $5.2K
|
358
$39.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
57+ 43.85% |
$3.87K - $4.94K
|
187
$20.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
57+ 36.54% |
$3.87K - $4.94K
|
213
$23.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
55New |
$3.74K - $4.76K
|
55
$6.13K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
51+ 1.25% |
$3.47K - $4.42K
|
4.13K
$461K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
46New |
$3.13K - $3.98K
|
46
$5.13K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
37+ 0.95% |
$2.52K - $3.2K
|
3.92K
$438K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 100.0% |
$2.38K - $3.03K
|
70
$7.81K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
30+ 11.72% |
$2.04K - $2.6K
|
286
$31.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
23New |
$1.56K - $1.99K
|
23
$2.56K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
19New |
$1.29K - $1.65K
|
19
$2.12K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17+ 23.29% |
$1.16K - $1.47K
|
90
$10K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
14+ 0.35% |
$952 - $1.21K
|
4.03K
$449K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14+ 35.0% |
$952 - $1.21K
|
54
$6.02K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
11+ 0.28% |
$748 - $953
|
4K
$447K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$680 - $866
|
10
$1.12K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 72.73% |
$544 - $693
|
19
$2.12K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7+ 0.11% |
$476 - $606
|
6.53K
$729K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$476 - $606
|
7
$781
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6New |
$408 - $520
|
6
$669
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$272 - $346
|
4
$446
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3+ 0.05% |
$204 - $260
|
6.4K
$714K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 66.67% |
$136 - $173
|
5
$558
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 3.51% |
$136 - $173
|
59
$6.58K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2New |
$136 - $173
|
2
$223
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2New |
$136 - $173
|
2
$223
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 0.7% |
$68 - $86.6
|
144
$16.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.27% |
$68 - $86.6
|
45
$5.02K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$68 - $86.6
|
1
$112
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.35% |
$136 - $173
|
577
$64.3K
|