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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
433+ 7.85% |
$22.1K - $28.4K
|
5.95K
$657K
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
17.7KNew |
$905K - $1.16M
|
17.7K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
9.39KNew |
$479K - $616K
|
9.39K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.65K- 15.49% |
$84.2K - $108K
|
9K
$994K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.87KNew |
$351K - $451K
|
6.87K
$759K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
100New |
$5.1K - $6.57K
|
100
$11K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
4.88KNew |
$249K - $320K
|
4.88K
$539K
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
12.6KNew |
$644K - $828K
|
12.6K
$1.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.73KNew |
$446K - $574K
|
8.73K
$964K
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
801+ 5.11% |
$40.9K - $52.6K
|
16.5K
$1.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7.6KNew |
$388K - $499K
|
7.6K
$839K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-252- 6.79% |
$12.9K - $16.5K
|
3.46K
$382K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 8.33% |
$51 - $65.7
|
11
$1.21K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.94KNew |
$456K - $587K
|
8.94K
$987K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.41KNew |
$179K - $230K
|
3.41K
$377K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$524 - $674
|
10
$1.1K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
4New |
$210 - $270
|
4
$442
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-16Closed |
$839 - $1.08K
|
0
$0
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
8.07KNew |
$423K - $544K
|
8.07K
$891K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13New |
$682 - $876
|
13
$1.44K
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
37.5KNew |
$1.97M - $2.53M
|
37.5K
$4.14M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.3K- 21.5% |
$121K - $155K
|
8.4K
$928K
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.44K+ 20.77% |
$75.6K - $97.2K
|
8.38K
$926K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
1.15K+ 12.99% |
$60.3K - $77.5K
|
10K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 14.08% |
$76.1K - $97.8K
|
8.85K
$977K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$542K - $697K
|
10.3K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
25KNew |
$1.31M - $1.69M
|
25K
$2.76M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
253+ 275.0% |
$13.3K - $17.1K
|
345
$38.1K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
854KNew |
$44.8M - $57.5M
|
854K
$94.3M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-29- 54.72% |
$1.52K - $1.95K
|
24
$2.65K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$52.4 - $67.4
|
1
$110
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-41- 14.04% |
$2.15K - $2.76K
|
251
$27.7K
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-3.99K- 49.32% |
$209K - $269K
|
4.1K
$453K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 20.0% |
$367 - $472
|
28
$3.09K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
27+ 36.0% |
$1.42K - $1.82K
|
102
$11.3K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
77New |
$4.04K - $5.19K
|
77
$8.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
46New |
$2.41K - $3.1K
|
46
$5.08K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
282New |
$14.8K - $19K
|
282
$31.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.92KNew |
$341K - $465K
|
5.92K
$654K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
247New |
$14.2K - $19.4K
|
247
$27.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.89KNew |
$282K - $384K
|
4.89K
$540K
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
57.4K+ 729.89% |
$3.31M - $4.51M
|
65.3K
$7.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.97K+ 7.63% |
$229K - $312K
|
56.1K
$6.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
343New |
$19.8K - $26.9K
|
343
$37.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-185- 75.2% |
$10.7K - $14.5K
|
61
$6.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-3.71K- 21.15% |
$214K - $291K
|
13.8K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Honeycomb Asset Management LP
New York, NY |
BUY
|
- |
156KNew |
$8.99M - $12.2M
|
156K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
14.5K+ 28.2% |
$834K - $1.14M
|
65.7K
$7.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-47K- 49.85% |
$2.71M - $3.69M
|
47.3K
$5.22M
|
|