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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
67.4KNew |
$4.21M - $5.13M
|
67.4K
$7.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.44K- 3.53% |
$89.7K - $109K
|
39.2K
$4.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-6- 8.96% |
$375 - $457
|
61
$6.74K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
404New |
$25.2K - $30.8K
|
404
$44.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
75.1KNew |
$4.69M - $5.72M
|
75.1K
$8.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
80.8K+ 808.0% |
$5.05M - $6.15M
|
90.8K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-10- 11.11% |
$624 - $761
|
80
$8.83K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
911New |
$56.9K - $69.4K
|
911
$101K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
21New |
$1.31K - $1.6K
|
21
$2.32K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-188K- 71.45% |
$11.8M - $14.3M
|
75.3K
$8.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
180New |
$11.2K - $13.7K
|
180
$19.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2New |
$125 - $152
|
2
$221
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
435New |
$27.2K - $33.1K
|
435
$48K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.06K- 1.09% |
$66.2K - $80.7K
|
96.1K
$10.6M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
442KNew |
$27.2M - $33.4M
|
442K
$48.8M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 2.78% |
$308 - $378
|
185
$20.4K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
5.7KNew |
$351K - $431K
|
5.7K
$629K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.64KNew |
$409K - $502K
|
6.64K
$733K
|
|
|
Nov 14, 2023
Q3 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
53.8KNew |
$3.31M - $4.07M
|
53.8K
$5.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.37K- 27.57% |
$84.3K - $103K
|
3.6K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.44KNew |
$212K - $260K
|
3.44K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-5.28K- 12.74% |
$325K - $399K
|
36.1K
$3.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.94KNew |
$181K - $222K
|
2.94K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-39.5K- 21.54% |
$2.43M - $2.99M
|
144K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-16.2K- 16.77% |
$997K - $1.22M
|
80.3K
$8.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
181KNew |
$11.1M - $13.7M
|
181K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-1.42K- 0.29% |
$87.3K - $107K
|
489K
$54M
|
|
|
Nov 14, 2023
Q3 2023
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
65.4KNew |
$4.03M - $4.94M
|
65.4K
$7.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14New |
$862 - $1.06K
|
14
$1.55K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 40.0% |
$369 - $454
|
21
$2.32K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
549New |
$33.8K - $41.5K
|
549
$60.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
28KNew |
$1.72M - $2.12M
|
28K
$3.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.5KNew |
$649K - $796K
|
10.5K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
5New |
$308 - $378
|
5
$552
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
607New |
$37.4K - $45.9K
|
607
$67K
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
4.87KNew |
$300K - $368K
|
4.87K
$537K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.15KNew |
$194K - $238K
|
3.15K
$348K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-529- 9.05% |
$32.6K - $40K
|
5.32K
$587K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.59K- 30.69% |
$98.1K - $120K
|
3.6K
$397K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
11.8KNew |
$724K - $889K
|
11.8K
$1.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.82KNew |
$174K - $213K
|
2.82K
$311K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
57New |
$3.51K - $4.31K
|
57
$6.29K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
9.74KNew |
$600K - $736K
|
9.74K
$1.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
41New |
$2.52K - $3.1K
|
41
$4.53K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.25K+ 27.09% |
$262K - $321K
|
19.9K
$2.2M
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12New |
$612 - $788
|
12
$1.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-723- 16.82% |
$36.9K - $47.5K
|
3.58K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.81KNew |
$194K - $250K
|
3.81K
$421K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 19.51% |
$408 - $525
|
49
$5.41K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-33- 0.43% |
$1.68K - $2.17K
|
7.56K
$835K
|
|