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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
SELL
|
- |
-908- 18.68% |
$79.4K - $93.6K
|
3.95K
$360K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.46KNew |
$215K - $253K
|
2.46K
$224K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.19K+ 112.72% |
$628K - $741K
|
13.6K
$1.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
3.69KNew |
$322K - $380K
|
3.69K
$335K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.11K- 45.3% |
$272K - $321K
|
3.76K
$342K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18+ 52.94% |
$1.57K - $1.86K
|
52
$4.73K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.4KNew |
$210K - $248K
|
2.4K
$219K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 7.25% |
$437 - $516
|
74
$6.74K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
106+ 1.26% |
$9.27K - $10.9K
|
8.53K
$776K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
74.4K+ 23.86% |
$6.51M - $7.68M
|
386K
$35.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.18K- 17.14% |
$190K - $225K
|
10.5K
$959K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-32.6K- 67.06% |
$2.85M - $3.36M
|
16K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
10.9KNew |
$955K - $1.13M
|
10.9K
$995K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
7.99K+ 124.05% |
$699K - $824K
|
14.4K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
11.5KNew |
$1M - $1.18M
|
11.5K
$1.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3.18K+ 98.15% |
$278K - $328K
|
6.43K
$585K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
146+ 59.35% |
$12.8K - $15.1K
|
392
$35.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.2K- 7.31% |
$192K - $227K
|
27.9K
$2.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
BUY
|
- |
6.47K+ 9.49% |
$566K - $667K
|
74.7K
$6.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-169K- 58.58% |
$14.8M - $17.5M
|
120K
$10.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
247+ 10.37% |
$21.6K - $25.5K
|
2.63K
$239K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
550+ 26.32% |
$48.1K - $56.7K
|
2.64K
$240K
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
2.34KNew |
$204K - $241K
|
2.34K
$213K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10.2K+ 67.9% |
$893K - $1.05M
|
25.3K
$2.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.52K- 5.3% |
$220K - $259K
|
45K
$4.09M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
10K+ 15.39% |
$875K - $1.03M
|
75K
$6.83M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-852- 4.33% |
$74.5K - $87.9K
|
18.8K
$1.72M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.61KNew |
$228K - $269K
|
2.61K
$237K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-230- 11.47% |
$20.1K - $23.7K
|
1.78K
$162K
|
|
| Q2 2025 | |||||||
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
54.9K+ 39.16% |
$4.21M - $6.21M
|
195K
$17.8M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-64- 1.29% |
$4.91K - $7.24K
|
4.91K
$447K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.21K- 13.67% |
$400K - $589K
|
32.9K
$3M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
289+ 2.38% |
$22.2K - $32.7K
|
12.4K
$1.13M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1New |
$76.8 - $113
|
1
$91
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
22.2K+ 172.14% |
$1.71M - $2.51M
|
35.1K
$3.2M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57.9K- 17.01% |
$4.44M - $6.55M
|
282K
$25.7M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
3.93K+ 100.51% |
$301K - $444K
|
7.83K
$713K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.84K- 48.08% |
$218K - $322K
|
3.07K
$280K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.61KNew |
$200K - $295K
|
2.61K
$237K
|
|
|
Aug 19, 2025
Q2 2025
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-131K- 31.71% |
$10.1M - $14.8M
|
282K
$25.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
4.41K+ 1.6% |
$338K - $498K
|
279K
$25.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.4% |
$76.8 - $113
|
249
$22.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.13K- 0.22% |
$240K - $353K
|
1.4M
$128M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
51+ 5100.0% |
$3.92K - $5.77K
|
52
$4.73K
|
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-2.23K- 2.86% |
$171K - $252K
|
75.7K
$6.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-200- 9.52% |
$15.4K - $22.6K
|
1.9K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-95.8K- 2.92% |
$7.36M - $10.8M
|
3.18M
$290M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.81K+ 74.82% |
$216K - $317K
|
6.56K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Farallon Capital Management LLC
San Francisco, CA |
SELL
|
- |
-102K- 24.18% |
$7.83M - $11.5M
|
320K
$29.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
75.2KNew |
$5.77M - $8.5M
|
75.2K
$6.85M
|
|