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 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-700- 0.33% |
$59K - $80.2K
|
214K
$17.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-110- 1.68% |
$9.28K - $12.6K
|
6.44K
$517K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
180+ 1.81% |
$15.2K - $20.6K
|
10.1K
$813K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-19- 95.0% |
$1.6K - $2.18K
|
1
$80.2
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
924+ 17.26% |
$77.9K - $106K
|
6.28K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24New |
$2.02K - $2.75K
|
24
$1.92K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$2.11K - $2.86K
|
25
$2.01K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-33- 0.21% |
$2.78K - $3.78K
|
15.6K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
26KNew |
$2.19M - $2.98M
|
26K
$2.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.27K+ 24.73% |
$107K - $145K
|
6.38K
$512K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7+ 0.11% |
$590 - $802
|
6.41K
$514K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-47- 1.36% |
$3.96K - $5.38K
|
3.41K
$273K
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
77K+ 10.15% |
$6.49M - $8.81M
|
835K
$67M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-128- 4.64% |
$10.8K - $14.7K
|
2.63K
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
25+ 65.79% |
$2.11K - $2.86K
|
63
$5.05K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
425+ 16.86% |
$35.8K - $48.7K
|
2.95K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
388+ 7.11% |
$32.7K - $44.4K
|
5.84K
$469K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.94KNew |
$248K - $336K
|
2.94K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-600- 15.11% |
$50.6K - $68.7K
|
3.37K
$270K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
199New |
$16.8K - $22.8K
|
199
$16K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
142+ 17.47% |
$12K - $16.3K
|
955
$76.6K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-990- 25.88% |
$83.5K - $113K
|
2.84K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
434+ 104.83% |
$36.6K - $49.7K
|
848
$68K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
318+ 13.54% |
$26.8K - $36.4K
|
2.67K
$214K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 4.23% |
$253 - $344
|
74
$5.93K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
38.9K+ 86411.11% |
$3.28M - $4.45M
|
38.9K
$3.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20New |
$1.69K - $2.29K
|
20
$1.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-137K- 98.87% |
$11.6M - $15.7M
|
1.57K
$126K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-926- 2.92% |
$78.1K - $106K
|
30.8K
$2.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
42.8K+ 168.0% |
$3.61M - $4.9M
|
68.3K
$5.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 50.0% |
$84.3 - $115
|
1
$80.2
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
350+ 6.15% |
$29.5K - $40.1K
|
6.04K
$484K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
96+ 0.15% |
$8.09K - $11K
|
65.8K
$5.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.9K+ 44.66% |
$329K - $446K
|
12.6K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
897+ 40.04% |
$75.6K - $103K
|
3.14K
$252K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-2.42K- 10.5% |
$204K - $277K
|
20.6K
$1.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10K- 13.34% |
$844K - $1.15M
|
65K
$5.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
759+ 5060.0% |
$64K - $86.9K
|
774
$62.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.69K+ 1.01% |
$227K - $308K
|
270K
$21.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-17- 0.6% |
$1.43K - $1.95K
|
2.79K
$224K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-957- 14.61% |
$80.7K - $110K
|
5.59K
$449K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 40.0% |
$3.37K - $4.58K
|
140
$11.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
241+ 8033.33% |
$20.3K - $27.6K
|
244
$19.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 2.43% |
$2.36K - $3.21K
|
1.18K
$94.8K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
322New |
$27.2K - $36.9K
|
322
$25.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 5.63% |
$759 - $1.03K
|
169
$13.6K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
47New |
$3.67K - $4.92K
|
47
$3.77K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.74K- 68.5% |
$293K - $392K
|
1.72K
$138K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 8.54% |
$134K - $179K
|
21.7K
$1.74M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.49KNew |
$195K - $261K
|
2.49K
$200K
|
|