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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
299+ 8.74% |
$23.4K - $31.3K
|
3.72K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 4.51% |
$1.02K - $1.36K
|
301
$30.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
273+ 3.55% |
$21.3K - $28.6K
|
7.97K
$816K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-42- 35.9% |
$3.28K - $4.4K
|
75
$7.68K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
43+ 1.54% |
$3.36K - $4.5K
|
2.84K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
420+ 8.52% |
$32.8K - $44K
|
5.35K
$548K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.22K- 53.26% |
$486K - $651K
|
5.46K
$559K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-17.1K- 71.15% |
$1.34M - $1.79M
|
6.93K
$710K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
57+ 0.95% |
$4.46K - $5.97K
|
6.04K
$618K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-95- 0.1% |
$7.43K - $9.94K
|
92.3K
$9.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
164+ 65.6% |
$12.8K - $17.2K
|
414
$42.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 11.11% |
$1.25K - $1.67K
|
160
$16.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-261- 0.35% |
$20.4K - $27.3K
|
73.3K
$7.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.38KNew |
$186K - $249K
|
2.38K
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.73KNew |
$682K - $913K
|
8.73K
$894K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.01K+ 39.83% |
$79.1K - $106K
|
3.55K
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$212K - $284K
|
2.72K
$278K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-185- 3.75% |
$14.5K - $19.4K
|
4.75K
$487K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
65New |
$5.08K - $6.8K
|
65
$6.66K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.97KNew |
$311K - $416K
|
3.97K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-109- 3.73% |
$8.52K - $11.4K
|
2.81K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
15.1KNew |
$1.18M - $1.58M
|
15.1K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.69KNew |
$445K - $595K
|
5.69K
$583K
|
|
|
Jan 14, 2025
Q4 2024
|
Covea Finance
|
BUY
|
- |
18KNew |
$1.41M - $1.88M
|
18K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.24KNew |
$175K - $234K
|
2.24K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$235 - $314
|
3
$307
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
13+ 20.0% |
$1.02K - $1.36K
|
78
$7.99K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-98- 2.5% |
$7.66K - $10.3K
|
3.83K
$392K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64+ 1.75% |
$5K - $6.7K
|
3.71K
$380K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1- 2.17% |
$78.2 - $105
|
45
$4.61K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
32New |
$2.5K - $3.35K
|
32
$3.28K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.76K+ 4.83% |
$216K - $289K
|
59.8K
$6.13M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.43KNew |
$190K - $254K
|
2.43K
$249K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
309+ 32.91% |
$24.2K - $32.3K
|
1.25K
$128K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-252K- 17.19% |
$17.1M - $21.8M
|
1.22M
$124M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.69K- 0.78% |
$115K - $147K
|
215K
$22M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-234- 5.35% |
$15.9K - $20.3K
|
4.14K
$424K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.83KNew |
$125K - $159K
|
1.83K
$188K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.18KNew |
$216K - $275K
|
3.18K
$325K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.89K- 8.02% |
$264K - $337K
|
44.6K
$4.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
113K+ 209.32% |
$7.66M - $9.76M
|
166K
$17.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.88K+ 5.61% |
$332K - $423K
|
91.8K
$9.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24- 0.93% |
$1.63K - $2.08K
|
2.57K
$263K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
321+ 0.65% |
$21.8K - $27.8K
|
49.4K
$5.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14- 25.93% |
$952 - $1.21K
|
40
$4.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-59- 1.78% |
$4.01K - $5.11K
|
3.26K
$334K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.9KNew |
$739K - $941K
|
10.9K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-2.46K- 0.8% |
$167K - $213K
|
305K
$31.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.77KNew |
$392K - $500K
|
5.77K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.6K- 74.32% |
$789K - $1.01M
|
4.01K
$411K
|
|