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 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100Closed |
$7.58K - $8.69K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
8.68KNew |
$658K - $755K
|
8.68K
$878K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 142.86% |
$1.52K - $1.74K
|
34
$3.44K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-278- 17.33% |
$21.1K - $24.2K
|
1.33K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-187K- 1.71% |
$14.2M - $16.2M
|
10.7M
$1.09B
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
98+ 350.0% |
$7.43K - $8.52K
|
126
$12.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-64- 15.02% |
$4.85K - $5.56K
|
362
$36.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-80- 1.71% |
$6.07K - $6.96K
|
4.59K
$464K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-35- 5.32% |
$2.65K - $3.04K
|
623
$63K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-266- 8.22% |
$20.2K - $23.1K
|
2.97K
$300K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-72- 0.87% |
$5.46K - $6.26K
|
8.22K
$831K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-17- 0.09% |
$1.29K - $1.48K
|
19.9K
$2.01M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.71K- 10.16% |
$206K - $236K
|
24K
$2.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
29+ 0.07% |
$2.2K - $2.52K
|
42.2K
$4.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.7KNew |
$129K - $147K
|
1.7K
$172K
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
BUY
|
- |
2.78KNew |
$211K - $242K
|
2.78K
$282K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
36+ 7.29% |
$2.73K - $3.13K
|
530
$53.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
281KNew |
$21.3M - $24.4M
|
281K
$28.4M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
408New |
$30.9K - $35.5K
|
408
$41.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$152 - $174
|
13
$1.31K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
37New |
$2.81K - $3.22K
|
37
$3.74K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
720+ 27.52% |
$54.6K - $62.6K
|
3.34K
$337K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-240- 20.57% |
$18.2K - $20.9K
|
927
$93.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
97New |
$7.36K - $8.43K
|
97
$9.81K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 42.86% |
$1.14K - $1.3K
|
20
$2.02K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
900KNew |
$59.5M - $75.2M
|
900K
$91M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-194- 97.0% |
$12.8K - $16.2K
|
6
$607
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
150New |
$9.93K - $12.5K
|
150
$15.2K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
25New |
$1.65K - $2.09K
|
25
$2.53K
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$695K - $878K
|
10.5K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-4.77K- 45.43% |
$316K - $399K
|
5.73K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
5.4KNew |
$358K - $451K
|
5.4K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
5.05KNew |
$334K - $422K
|
5.05K
$511K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.18K+ 8.96% |
$77.9K - $98.3K
|
14.3K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.9K- 42.51% |
$856K - $1.08M
|
17.5K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
196+ 1.59% |
$13K - $16.4K
|
12.5K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.76KNew |
$183K - $231K
|
2.76K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-372- 7.69% |
$24.6K - $31.1K
|
4.47K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.95K- 1.24% |
$129K - $163K
|
155K
$15.7M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.2K- 99.92% |
$79.7K - $101K
|
1
$101
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
2.87KNew |
$190K - $240K
|
2.87K
$290K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-400- 24.54% |
$26.5K - $33.4K
|
1.23K
$124K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
184+ 0.14% |
$12.2K - $15.4K
|
135K
$13.6M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.29K- 33.39% |
$218K - $275K
|
6.57K
$664K
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-738K- 41.42% |
$48.9M - $61.7M
|
1.04M
$106M
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
8.32K+ 24.14% |
$551K - $695K
|
42.8K
$4.33M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
517New |
$34.2K - $43.2K
|
517
$52.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
95.9KNew |
$6.35M - $8.01M
|
95.9K
$9.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
489New |
$32.4K - $40.8K
|
489
$49.5K
|
|