Stock TransactionsHEALTHEQUITY INC

Total Bought
1,078,042
81 transactions
Total Sold
1,477,662
80 transactions
Net
-399,620
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
WASATCH ADVISORS LP6,307,6756,589,646+281,9713.223.59+0.37buy
WESTFIELD CAPITAL MANAGEMENT CO LP1,716,6581,952,452+235,7940.680.75+0.06buy
Eversept Partners, LP52,388185,739+133,3510.340.86+0.52buy
VANGUARD GROUP INC8,746,2558,668,534+77,7210.010.010.00sell
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC652,246580,074+72,1720.150.140.00sell
Allspring Global Investments Holdings, LLC764,187729,510+34,6770.110.110.00sell
STRS OHIO35,00064,400+29,4000.010.02+0.01buy
CONGRESS ASSET MANAGEMENT CO74,714101,816+27,1020.050.07+0.02buy
BESSEMER GROUP INC349,342373,389+24,0470.050.05+0.00buy
PRINCIPAL FINANCIAL GROUP INC253,780277,417+23,6370.010.010.00buy
GENEVA CAPITAL MANAGEMENT LLC1,097,6071,118,576+20,9691.781.92+0.14buy
B. Metzler seel. Sohn & Co. AG84,306104,078+19,7720.070.08+0.01buy
CANADA LIFE ASSURANCE Co66,92149,615+17,3060.010.01-0.00sell
AXIOM INVESTORS LLC /DE151,397168,216+16,8190.110.14+0.03buy
GW&K Investment Management, LLC446,993462,891+15,8980.370.37-0.01buy
KING LUTHER CAPITAL MANAGEMENT CORP80,58495,764+15,1800.030.04+0.00buy
FRONTIER CAPITAL MANAGEMENT CO LLC114,751127,646+12,8950.100.12+0.03buy
Future Fund LLC31,46344,317+12,8541.051.29+0.23buy
Integrated Quantitative Investments LLC10,09521,800+11,7050.270.43+0.16buy
Simplify Asset Management Inc.15,80527,329+11,5240.030.04+0.01buy
Greenhouse Funds LLLP1,068,9211,079,704+10,7833.713.57-0.13buy
DEERFIELD MANAGEMENT COMPANY, L.P.7,06016,231+9,1710.010.02+0.01buy
GDS Wealth Management100,969110,122+9,1530.630.63-0.00buy
One Capital Management, LLC15,05323,695+8,6420.050.07+0.02buy
Radnor Capital Management, LLC6,24014,366+8,1260.080.19+0.11buy
SEGALL BRYANT & HAMILL, LLC169,849177,808+7,95910.410.22-10.19buy
Econ Financial Services Corp19,47927,249+7,7700.921.25+0.33buy
Peterson Wealth Services207,217+7,1970.170.17-0.00buy
Hilton Capital Management, LLC26,37733,449+7,0720.200.23+0.03buy
OPPENHEIMER ASSET MANAGEMENT INC.155,543161,702+6,1590.160.180.00buy
PEREGRINE CAPITAL MANAGEMENT LLC102,691108,753+6,0620.290.31+0.01buy
Private Advisory Group LLC95,507101,382+5,8750.740.73-0.02buy
JUPITER ASSET MANAGEMENT LTD5,83611,705+5,8690.000.01+0.00buy
GEODE CAPITAL MANAGEMENT, LLC2,195,5612,201,232+5,6710.010.010.00buy
Maridea Wealth Management LLC15,26220,893+5,6310.220.29+0.07buy
LOS ANGELES CAPITAL MANAGEMENT LLC30,46635,690+5,2240.010.010.00buy
FJ Capital Management LLC8,37613,556+5,1800.080.14+0.05buy
Montanaro Asset Management Ltd32,90037,200+4,3000.780.95+0.17buy
Suncoast Equity Management7,32011,490+4,1700.070.11+0.04buy
BEACON INVESTMENT ADVISORS LLC27,36631,526+4,1601.061.16+0.10buy
Elo Mutual Pension Insurance Co10,88414,760+3,8760.020.02+0.00buy
First American Bank17,23320,952+3,7190.100.12+0.01buy
NICOLET ADVISORY SERVICES, LLC2,3086,021+3,7130.020.03+0.02buy
Atalan Capital Partners, LP911,600915,150+3,5506.035.97-0.07buy
VIRGINIA RETIREMENT SYSTEMS ET Al3,6006,200+2,6000.000.00+0.00buy
Sivia Capital Partners, LLC2,9795,447+2,4680.080.10+0.02buy
Swiss National Bank167,600170,000+2,4000.010.01+0.00buy
Stephens Investment Management Group LLC724,244726,185+1,9410.890.87-0.02buy
Three Seasons Wealth, LLC3,6855,521+1,8360.030.05+0.01buy
HARBOR CAPITAL ADVISORS, INC.16,02117,744+1,7230.120.130.00buy
Keebeck Wealth Management3,0234,746+1,7230.030.05+0.02buy
NEW YORK STATE COMMON RETIREMENT FUND177,093178,811+1,7180.020.02+0.00buy
OBERWEIS ASSET MANAGEMENT INC/140,080141,580+1,5000.510.47-0.03buy
Mattson Financial Services, LLC2,4043,681+1,2770.050.08+0.02buy
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/18,64617,400+1,2460.090.07-0.01sell
Zurcher Kantonalbank (Zurich Cantonalbank)24,45625,602+1,1460.010.010.00buy
Chesley Taft & Associates LLC25,26026,399+1,1390.100.10-0.01buy
iSAM Funds (UK) Ltd1,2352,239+1,0040.020.07+0.05buy
1492 Capital Management LLC54,97255,927+9552.111.96-0.15buy
LEVEL FOUR ADVISORY SERVICES, LLC4,2795,207+9280.010.02+0.00buy
MILESTONE ASSET MANAGEMENT, LLC10,92511,778+8530.200.20+0.01buy
FULTON BANK, N.A.4,2965,137+8410.010.02+0.00buy
ProShare Advisors LLC18,27519,058+7830.000.000.00buy
ZACKS INVESTMENT MANAGEMENT32,59933,382+7830.030.02-0.00buy
INTECH INVESTMENT MANAGEMENT LLC46,09846,880+7820.040.04-0.00buy
HANTZ FINANCIAL SERVICES, INC.1,5592,305+7460.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM80,58081,316+7360.010.01-0.00buy
City Center Advisors, LLC2,6063,323+7170.240.28+0.04buy
ALPS ADVISORS INC9,4038,711+6920.000.000.00sell
Curated Wealth Partners LLC2,6283,267+6390.030.03+0.00buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS22,19421,560+6340.010.01-0.00sell
Olympiad Research LP2,8683,490+6220.380.85+0.47buy
SUMMITRY LLC3,3573,963+6060.010.02+0.00buy
TECTONIC ADVISORS LLC76,93177,525+5940.400.37-0.02buy
PRELUDE CAPITAL MANAGEMENT, LLC2,9033,490+5870.020.02+0.00buy
Penn Capital Management Company, LLC15,36315,944+5810.110.12+0.00buy
Atria Investments, Inc37,74238,285+5430.040.04-0.00buy
Gradient Investments LLC18,84019,217+3770.030.03-0.00buy
STEPHENS INC /AR/7,1237,498+3750.010.01-0.00buy
YOUSIF CAPITAL MANAGEMENT, LLC27,88927,547+3420.030.030.00sell
Madison Asset Management, LLC60,70760,938+2310.060.06+0.00buy
HANCOCK WHITNEY CORP13,84313,960+1170.020.02-0.00buy
COMMERCE BANK4,9784,878+1000.000.000.00sell
1620 INVESTMENT ADVISORS, INC.2,6402,708+680.170.17-0.00buy
Optimize Financial Inc4,6444,708+640.230.22-0.01buy
Janney Capital Management LLC3,1513,208+570.020.02-0.00buy
NorthCrest Asset Manangement, LLC6,6346,656+220.010.01-0.00buy
PROFUND ADVISORS LLC3,5963,580+160.010.010.00sell
Fifth Third Wealth Advisors LLC2,7502,756+60.010.01-0.00buy
WHITTIER TRUST CO OF NEVADA INC217213+40.000.000.00sell
MEEDER ASSET MANAGEMENT INC3436+20.000.00-0.00buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC19,27519,277+20.030.02-0.01buy
High Note Wealth, LLC4645-10.000.00-0.00sell
FIDUCIARY TRUST CO3,6693,659-100.000.00-0.00sell
Rakuten Securities, Inc.208-120.000.00-0.00sell
Grant Private Wealth Management Inc2,3362,306-300.140.13-0.01sell
BTC Capital Management, Inc.5,1525,118-340.030.03-0.00sell
MeadowBrook Investment Advisors LLC3,1103,065-450.250.24-0.01sell
VISION FINANCIAL MARKETS LLC165115-500.010.01-0.00sell
Ashton Thomas Private Wealth, LLC10,27010,217-530.030.02-0.00sell
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