Latest Institutional Transactions on Healthequity, Inc. (HQY)
This table provides information on the latest institutional transactions involving Healthequity, Inc. (HQY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-10.1K- 9.72% |
$847K - $1.15M
|
93.3K
$8.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.72K- 4.31% |
$145K - $196K
|
38.1K
$3.27M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
2.12K+ 2.57% |
$179K - $243K
|
84.7K
$7.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-108- 2.8% |
$9.11K - $12.4K
|
3.75K
$322K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29+ 13.43% |
$2.45K - $3.32K
|
245
$21K
|
|
|
Apr 24, 2025
Q1 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.87K- 5.28% |
$326K - $443K
|
69.4K
$5.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
24.4K+ 7983.61% |
$2.05M - $2.79M
|
24.7K
$2.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-66.4K- 6.98% |
$5.6M - $7.6M
|
885K
$76M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17- 80.95% |
$1.43K - $1.95K
|
4
$343
|
|
|
Apr 24, 2025
Q1 2025
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
38.8K+ 467.47% |
$3.27M - $4.44M
|
47.1K
$4.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$8.43K - $11.5K
|
100
$8.59K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
297+ 3.73% |
$25K - $34K
|
8.26K
$709K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
173New |
$14.6K - $19.8K
|
173
$14.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
104K+ 34.89% |
$8.73M - $11.9M
|
400K
$34.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9New |
$759 - $1.03K
|
9
$773
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.28K+ 15.88% |
$192K - $261K
|
16.6K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Covea Finance
|
BUY
|
- |
14K+ 77.78% |
$1.18M - $1.6M
|
32K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.22% |
$84.3 - $115
|
46
$3.95K
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-228- 7.92% |
$19.2K - $26.1K
|
2.65K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.61K+ 6.54% |
$389K - $528K
|
75.2K
$6.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 5.71% |
$169 - $229
|
37
$3.18K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-700- 0.33% |
$59K - $80.2K
|
214K
$18.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-110- 1.68% |
$9.28K - $12.6K
|
6.44K
$553K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
180+ 1.81% |
$15.2K - $20.6K
|
10.1K
$870K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-19- 95.0% |
$1.6K - $2.18K
|
1
$85.9
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
924+ 17.26% |
$77.9K - $106K
|
6.28K
$539K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24New |
$2.02K - $2.75K
|
24
$2.06K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$2.11K - $2.86K
|
25
$2.15K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-33- 0.21% |
$2.78K - $3.78K
|
15.6K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7+ 0.11% |
$590 - $802
|
6.41K
$551K
|
|
|
Apr 16, 2025
Q1 2025
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
26KNew |
$2.19M - $2.98M
|
26K
$2.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.27K+ 24.73% |
$107K - $145K
|
6.38K
$548K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
25+ 65.79% |
$2.11K - $2.86K
|
63
$5.41K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-47- 1.36% |
$3.96K - $5.38K
|
3.41K
$293K
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
77K+ 10.15% |
$6.49M - $8.81M
|
835K
$71.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-128- 4.64% |
$10.8K - $14.7K
|
2.63K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
425+ 16.86% |
$35.8K - $48.7K
|
2.95K
$253K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
388+ 7.11% |
$32.7K - $44.4K
|
5.84K
$502K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.94KNew |
$248K - $336K
|
2.94K
$252K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-600- 15.11% |
$50.6K - $68.7K
|
3.37K
$290K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
199New |
$16.8K - $22.8K
|
199
$17.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
142+ 17.47% |
$12K - $16.3K
|
955
$82K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-990- 25.88% |
$83.5K - $113K
|
2.84K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
434+ 104.83% |
$36.6K - $49.7K
|
848
$72.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
318+ 13.54% |
$26.8K - $36.4K
|
2.67K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 4.23% |
$253 - $344
|
74
$6.35K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
38.9K+ 86411.11% |
$3.28M - $4.45M
|
38.9K
$3.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-926- 2.92% |
$78.1K - $106K
|
30.8K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20New |
$1.69K - $2.29K
|
20
$1.72K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-137K- 98.87% |
$11.6M - $15.7M
|
1.57K
$135K
|