Institutional Owners for HQY
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| VIDENT ADVISORY LLC | COM | 451 | $225,381 | 2,761 | 0.00 | 2,761 | +Inf | 03-31-2024 | |
| RAYMOND JAMES TRUST NA | COMMON STOCK | Liquidated | $222,117 | 2,721 | 0.00 | 0.00 | 2,721 | +Inf | 03-31-2024 |
| PORTSIDE WEALTH GROUP LLC | COM | Liquidated | $215,013 | 2,634 | 0.00 | 0.00 | 2,634 | +Inf | 03-31-2024 |
| BESSEMER GROUP INC | SC | 454 | $154,000 | 2,631 | 0.00 | 0.00 | 2,524 | 2358.88 | 03-31-2023 |
