Stock TransactionsHEALTHEQUITY INC

Total Bought
1,661,089
61 transactions
Total Sold
2,608,653
79 transactions
Net
-947,564
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
MILLENNIUM MANAGEMENT LLC947,2941,501,387+554,0930.080.160.00buy
GENEVA CAPITAL MANAGEMENT LLC842,0091,048,903+206,8941.151.75+0.59buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC569,164772,781+203,6170.100.17+0.07buy
AQR CAPITAL MANAGEMENT LLC383,645234,681+148,9640.040.030.00sell
BESSEMER GROUP INC181,963296,828+114,8650.020.05+0.02buy
Greenhouse Funds LLLP792,469884,404+91,9352.493.54+1.05buy
Allspring Global Investments Holdings, LLC1,037,780951,235+86,5450.130.150.00sell
Eversept Partners, LP319,078386,697+67,6191.793.29+1.50buy
JANUS HENDERSON GROUP PLC899,240833,916+65,3240.040.040.00sell
Connor, Clark & Lunn Investment Management Ltd.109,16257,384+51,7780.040.03-0.02sell
Ranger Investment Management, L.P.260,753305,883+45,1301.371.85+0.48buy
FULLER & THALER ASSET MANAGEMENT, INC.462,475502,572+40,0970.150.18+0.03buy
AMERICAN CENTURY COMPANIES INC531,767570,952+39,1850.030.03+0.01buy
VICTORY CAPITAL MANAGEMENT INC267,597228,573+39,0240.020.02+0.00sell
Aristotle Capital Boston, LLC538,313573,441+35,1281.462.04+0.58buy
CASTLEARK MANAGEMENT LLC72,130102,930+30,8000.240.34+0.10buy
BAMCO INC /NY/750,000780,000+30,0000.160.19+0.03buy
LOS ANGELES CAPITAL MANAGEMENT LLC55,59726,120+29,4770.020.010.00sell
Summit Creek Advisors LLC257,489285,913+28,4242.863.61+0.74buy
NATIXIS ADVISORS, LLC209,175183,990+25,1850.030.030.00sell
EFG Asset Management (North America) Corp.22,40045,647+23,2470.310.60+0.29buy
PRINCIPAL FINANCIAL GROUP INC242,405262,968+20,5630.010.010.00buy
GDS Wealth Management28,63841,131+12,4930.230.36+0.13buy
INTECH INVESTMENT MANAGEMENT LLC21,06432,650+11,5860.020.03+0.01buy
Motley Fool Asset Management LLC111,757122,592+10,8350.530.61+0.08buy
GEODE CAPITAL MANAGEMENT, LLC2,078,9772,089,398+10,4210.010.020.00buy
ProShare Advisors LLC19,79128,253+8,4620.000.010.00buy
PineBridge Investments, L.P.19,30827,549+8,2410.010.02+0.01buy
OBERWEIS ASSET MANAGEMENT INC/84,40091,500+7,1000.350.41+0.06buy
Carrera Capital Advisors15,86822,611+6,7430.320.51+0.19buy
Corebridge Financial, Inc.147,515140,865+6,6500.070.080.00sell
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO91,75497,323+5,5690.030.030.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.109,806114,886+5,0800.020.02+0.00buy
RENAISSANCE GROUP LLC41,90246,740+4,8380.140.19+0.04buy
AGF MANAGEMENT LTD131,038135,857+4,8190.050.06+0.01buy
Grandeur Peak Global Advisors, LLC125,811130,377+4,5660.851.11+0.26buy
KING LUTHER CAPITAL MANAGEMENT CORP45,84750,190+4,3430.020.02+0.00buy
Madison Asset Management, LLC66,45970,155+3,6960.060.08+0.01buy
NORDEA INVESTMENT MANAGEMENT AB57,05559,812+2,7570.010.01+0.00buy
Premier Fund Managers Ltd9,03011,076+2,0460.030.04+0.01buy
TEACHER RETIREMENT SYSTEM OF TEXAS17,15919,039+1,8800.010.01-0.00buy
COMMERCE BANK7,9336,092+1,8410.000.000.00sell
Swiss National Bank169,900171,700+1,8000.010.01+0.00buy
ABLE Financial Group, LLC20,01621,725+1,7090.510.62+0.11buy
CHOREO, LLC21,34622,879+1,5330.030.03+0.01buy
CHASE INVESTMENT COUNSEL CORP5,9237,420+1,4970.160.23+0.07buy
OPPENHEIMER ASSET MANAGEMENT INC.69,13970,592+1,4530.070.080.00buy
TOWNSQUARE CAPITAL LLC22,29220,846+1,4460.020.020.00sell
YOUSIF CAPITAL MANAGEMENT, LLC32,98631,763+1,2230.030.040.00sell
Compound Planning, Inc.2,5413,553+1,0120.010.02+0.00buy
RHUMBLINE ADVISERS266,277267,288+1,0110.020.020.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)22,52621,580+9460.010.010.00sell
OSTRUM ASSET MANAGEMENT9891,868+8790.010.02+0.01buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM82,13581,549+5860.010.01+0.00sell
Peterson Wealth Services9,99810,507+5090.260.30+0.04buy
Retirement Systems of Alabama214,603215,084+4810.070.08+0.01buy
Skandinaviska Enskilda Banken AB (publ)23468+4450.011.96+1.95buy
SHEETS SMITH WEALTH MANAGEMENT7,6927,965+2730.080.09+0.02buy
CIBC Private Wealth Group LLC63,62263,853+2310.010.010.00buy
Resona Asset Management Co.,Ltd.15,48215,689+2070.010.01+0.00buy
LEVEL FOUR ADVISORY SERVICES, LLC2,5982,736+1380.010.01+0.00buy
HANCOCK WHITNEY CORP13,19313,326+1330.030.04+0.01buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS19,18019,286+1060.010.01+0.00buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC19,30419,407+1030.040.04+0.00buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND17,67617,776+1000.030.030.00buy
STATE OF MICHIGAN RETIREMENT SYSTEM20,62220,722+1000.010.01+0.00buy
Ameritas Investment Partners, Inc.33,76833,856+880.100.11+0.02buy
Castleview Partners, LLC130187+570.010.010.00buy
OARSMAN CAPITAL, INC.946997+510.010.02+0.00buy
Dakota Wealth Management2,8002,843+430.010.01+0.00buy
PROFUND ADVISORS LLC4,1304,096+340.010.010.00sell
ADVISORY RESEARCH INC29,05529,085+300.420.46+0.04buy
LGT Financial Advisors LLC6175+140.010.02+0.00buy
Eagle Bay Advisors LLC6578+130.000.00+0.00buy
GeoWealth Management, LLC982975+70.000.00+0.00sell
NorthCrest Asset Manangement, LLC6,4036,404+10.020.02+0.00buy
Institute for Wealth Management, LLC.6,5666,554-120.070.08+0.01sell
Fairman Group, LLC3015-150.000.00-0.00sell
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI15,68115,666-150.100.12+0.02sell
BELLEVUE ASSET MANAGEMENT, LLC5436-180.000.00-0.00sell
MCF Advisors LLC11775-420.000.00-0.00sell
Johnson Financial Group, Inc.11065-450.000.00-0.00sell
Washington Trust Advisors, Inc.14393-500.000.00-0.00sell
DIVERSIFY WEALTH MANAGEMENT, LLC92,41792,322-950.780.72-0.06sell
City Center Advisors, LLC3,9243,826-980.360.41+0.06sell
Beck Bode, LLC8,9478,848-990.140.16+0.02sell
Fifth Third Wealth Advisors LLC2,9192,810-1090.010.01-0.00sell
SHELTON CAPITAL MANAGEMENT3,4403,278-1620.010.01+0.00sell
SECURIAN ASSET MANAGEMENT, INC6,7666,601-1650.020.02+0.00sell
CIM INVESTMENT MANAGEMENT INC4,1423,972-1700.100.11+0.01sell
Arkadios Wealth Advisors4,9384,753-1850.020.02+0.00sell
Overbrook Management Corp73,54473,283-2611.381.51+0.13sell
STEPHENS INC /AR/6,4766,045-4310.010.01+0.00sell
1492 Capital Management LLC45,83945,394-4451.872.07+0.20sell
Elk River Wealth Management, LLC66,18165,685-4960.991.14+0.16sell
MeadowBrook Investment Advisors LLC4,0753,510-5650.300.30-0.00sell
ELEVATION POINT WEALTH PARTNERS, LLC4,0273,457-5700.030.03-0.00sell
Narus Financial Partners, LLC6,5335,870-6630.190.19-0.00sell
BTC Capital Management, Inc.7,2456,550-6950.050.06+0.01sell
Summit Trail Advisors, LLC4,0043,128-8760.010.01+0.00sell
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