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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 1.46% |
$408 - $520
|
405
$45.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8- 0.01% |
$544 - $693
|
67.8K
$7.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-10- 1.3% |
$680 - $866
|
757
$84.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10- 10.87% |
$680 - $866
|
82
$9.14K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-12- 10.26% |
$816 - $1.04K
|
105
$11.7K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-14- 60.87% |
$952 - $1.21K
|
9
$1K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14- 25.93% |
$952 - $1.21K
|
40
$4.46K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-20- 0.49% |
$1.36K - $1.73K
|
4.08K
$454K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-24- 13.71% |
$1.63K - $2.08K
|
151
$16.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24- 0.93% |
$1.63K - $2.08K
|
2.57K
$286K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-25- 67.57% |
$1.7K - $2.17K
|
12
$1.34K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-35- 0.22% |
$2.38K - $3.03K
|
15.7K
$1.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-35- 0.66% |
$2.38K - $3.03K
|
5.25K
$586K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-36- 2.35% |
$2.45K - $3.12K
|
1.5K
$167K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-38- 36.89% |
$2.58K - $3.29K
|
65
$7.25K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-43- 0.37% |
$2.92K - $3.72K
|
11.6K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-59- 50.0% |
$4.01K - $5.11K
|
59
$6.58K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-59- 1.78% |
$4.01K - $5.11K
|
3.26K
$364K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-60- 2.28% |
$4.08K - $5.2K
|
2.57K
$287K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-68- 37.99% |
$4.62K - $5.89K
|
111
$12.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-72- 1.3% |
$4.89K - $6.24K
|
5.46K
$609K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-72- 42.6% |
$4.89K - $6.24K
|
97
$10.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-75- 0.97% |
$5.1K - $6.5K
|
7.69K
$858K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-96- 25.81% |
$6.53K - $8.32K
|
276
$30.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-99- 2.72% |
$6.73K - $8.58K
|
3.54K
$395K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 0.49% |
$6.8K - $8.66K
|
20.5K
$2.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-102- 1.13% |
$6.93K - $8.84K
|
8.95K
$998K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-102- 2.01% |
$6.93K - $8.84K
|
4.97K
$555K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-105- 0.54% |
$7.14K - $9.1K
|
19.2K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-115- 0.59% |
$7.82K - $9.96K
|
19.3K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-123- 1.84% |
$8.36K - $10.7K
|
6.57K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-134- 6.01% |
$9.11K - $11.6K
|
2.1K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-139- 1.18% |
$9.45K - $12K
|
11.6K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-142- 3.96% |
$9.65K - $12.3K
|
3.44K
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-146- 5.44% |
$9.93K - $12.6K
|
2.54K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-173- 2.49% |
$11.8K - $15K
|
6.77K
$755K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-174- 2.18% |
$11.8K - $15.1K
|
7.82K
$872K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-177- 23.14% |
$12K - $15.3K
|
588
$65.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-200- 10.0% |
$13.6K - $17.3K
|
1.8K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-233- 3.01% |
$15.8K - $20.2K
|
7.5K
$836K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-234- 5.35% |
$15.9K - $20.3K
|
4.14K
$462K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-240- 2.94% |
$16.3K - $20.8K
|
7.93K
$885K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-258- 18.3% |
$17.5K - $22.3K
|
1.15K
$128K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 1.43% |
$20.4K - $26K
|
20.6K
$2.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-323- 8.16% |
$22K - $28K
|
3.64K
$405K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-338- 10.77% |
$23K - $29.3K
|
2.8K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-357- 2.72% |
$24.3K - $30.9K
|
12.7K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-390- 2.16% |
$26.5K - $33.8K
|
17.7K
$1.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-454- 25.41% |
$30.9K - $39.3K
|
1.33K
$149K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 2.03% |
$34K - $43.3K
|
24.1K
$2.69M
|