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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
28.6KNew |
$2.41M - $3.27M
|
28.6K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
122+ 187.69% |
$10.3K - $14K
|
187
$17.3K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-150- 1.66% |
$12.6K - $17.2K
|
8.88K
$823K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.8K- 2.21% |
$320K - $435K
|
168K
$15.6M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.5K+ 7.19% |
$126K - $172K
|
22.3K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-34.8K- 60.56% |
$2.93M - $3.98M
|
22.6K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-168K- 15.66% |
$14.2M - $19.2M
|
904K
$83.8M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
420New |
$35.4K - $48.1K
|
420
$38.9K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.7K+ 53.65% |
$144K - $195K
|
4.88K
$452K
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
563KNew |
$47.5M - $64.5M
|
563K
$52.2M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
165New |
$13.9K - $18.9K
|
165
$15.3K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
55New |
$4.64K - $6.3K
|
55
$5.09K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
8.43KNew |
$711K - $965K
|
8.43K
$781K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-533- 29.19% |
$44.9K - $61K
|
1.29K
$120K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50New |
$4.22K - $5.73K
|
50
$4.63K
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
51.4K+ 416.44% |
$4.34M - $5.89M
|
63.8K
$5.91M
|
|
|
May 07, 2025
Q1 2025
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-188K- 22.46% |
$15.9M - $21.6M
|
650K
$60.2M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.42K+ 6.27% |
$120K - $162K
|
24K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-5.1K- 95.67% |
$430K - $584K
|
231
$21.4K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
500+ 2.34% |
$42.2K - $57.3K
|
21.9K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-930- 11.47% |
$78.4K - $106K
|
7.18K
$665K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 2.67% |
$1.69K - $2.29K
|
770
$71.3K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-3.57K- 33.97% |
$301K - $409K
|
6.94K
$643K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15+ 0.63% |
$1.26K - $1.72K
|
2.39K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7New |
$590 - $802
|
7
$648
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-19- 10.0% |
$1.6K - $2.18K
|
171
$15.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.97K- 2.13% |
$166K - $225K
|
90.4K
$8.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16New |
$1.35K - $1.83K
|
16
$1.48K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29+ 13.43% |
$2.45K - $3.32K
|
245
$22.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17- 80.95% |
$1.43K - $1.95K
|
4
$371
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$8.43K - $11.5K
|
100
$9.26K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
173New |
$14.6K - $19.8K
|
173
$16K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9New |
$759 - $1.03K
|
9
$834
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-228- 7.92% |
$19.2K - $26.1K
|
2.65K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 5.71% |
$169 - $229
|
37
$3.43K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-19- 95.0% |
$1.6K - $2.18K
|
1
$92.6
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24New |
$2.02K - $2.75K
|
24
$2.22K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$2.11K - $2.86K
|
25
$2.32K
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
77K+ 10.15% |
$6.49M - $8.81M
|
835K
$77.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-128- 4.64% |
$10.8K - $14.7K
|
2.63K
$244K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.94KNew |
$248K - $336K
|
2.94K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-600- 15.11% |
$50.6K - $68.7K
|
3.37K
$312K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
199New |
$16.8K - $22.8K
|
199
$18.4K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-990- 25.88% |
$83.5K - $113K
|
2.84K
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20New |
$1.69K - $2.29K
|
20
$1.85K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 50.0% |
$84.3 - $115
|
1
$92.6
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10K- 13.34% |
$844K - $1.15M
|
65K
$6.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
241+ 8033.33% |
$20.3K - $27.6K
|
244
$22.6K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.4K- 51.69% |
$1.2M - $1.61M
|
14.4K
$1.33M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
47New |
$3.67K - $4.92K
|
47
$4.35K
|
|