LADENBURG THALMANN FINANCIAL SERVICES INC. - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 379 filers reported holding HEALTHEQUITY INC in Q2 2024. The put-call ratio across all filers is 1.51 and the average weighting 0.2%.

Quarter-by-quarter ownership
LADENBURG THALMANN FINANCIAL SERVICES INC. ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q4 2019$678,000
+226.0%
9,180
+152.5%
0.00%
+300.0%
Q3 2019$208,000
+77.8%
3,635
+101.4%
0.00%0.0%
Q2 2019$117,000
+4.5%
1,805
+19.5%
0.00%0.0%
Q1 2019$112,000
+143.5%
1,511
+97.0%
0.00%
Q4 2018$46,000
+360.0%
767
+572.8%
0.00%
Q3 2018$10,000
-97.8%
114
-98.5%
0.00%
-100.0%
Q2 2018$459,0000.0%7,5710.0%0.00%0.0%
Q1 2018$459,000
+77.9%
7,571
+37.0%
0.00%
+100.0%
Q4 2017$258,000
-7.9%
5,525
-0.1%
0.00%
-33.3%
Q3 2017$280,000
+4.5%
5,530
+3.0%
0.00%0.0%
Q2 2017$268,000
+10.7%
5,367
-6.1%
0.00%0.0%
Q1 2017$242,000
-27.1%
5,718
-30.3%
0.00%
-40.0%
Q4 2016$332,000
+6.8%
8,1990.0%0.01%0.0%
Q3 2016$311,000
+14.8%
8,199
-8.1%
0.01%
+25.0%
Q2 2016$271,0008,9250.00%
Other shareholders
HEALTHEQUITY INC shareholders Q2 2024
NameSharesValueWeighting ↓
Iron Gate Global Advisors LLC 173,240$11,780,0003.76%
DFPG INVESTMENTS, LLC 99,050$6,618,0002.83%
SYQUANT CAPITAL SAS 125,000$8,500,0002.20%
ASHFORD CAPITAL MANAGEMENT INC 315,330$21,442,0002.00%
Pantheon Investment Group, LLC 26,790$1,822,0001.75%
WASATCH ADVISORS LP 5,633,940$383,108,0001.72%
Summit Creek Advisors LLC 204,563$13,910,0001.66%
Aureus Asset Management, LLC 269,910$18,354,0001.42%
Physician Wealth Advisors, Inc. 65,188$4,355,0001.42%
Jackson Square Partners, LLC 3,624,618$246,474,0001.40%
View complete list of HEALTHEQUITY INC shareholders