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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
5New |
$308 - $378
|
5
$417
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
607New |
$37.4K - $45.9K
|
607
$50.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
4.87KNew |
$300K - $368K
|
4.87K
$406K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.15KNew |
$194K - $238K
|
3.15K
$263K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-529- 9.05% |
$32.6K - $40K
|
5.32K
$444K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.59K- 30.69% |
$98.1K - $120K
|
3.6K
$300K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
11.8KNew |
$724K - $889K
|
11.8K
$982K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.82KNew |
$174K - $213K
|
2.82K
$235K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
57New |
$3.51K - $4.31K
|
57
$4.76K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
9.74KNew |
$600K - $736K
|
9.74K
$813K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
41New |
$2.52K - $3.1K
|
41
$3.42K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.25K+ 27.09% |
$262K - $321K
|
19.9K
$1.66M
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12New |
$612 - $788
|
12
$1K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-723- 16.82% |
$36.9K - $47.5K
|
3.58K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-33- 0.43% |
$1.68K - $2.17K
|
7.56K
$631K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 19.51% |
$408 - $525
|
49
$4.09K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.81KNew |
$194K - $250K
|
3.81K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
433+ 7.85% |
$22.1K - $28.4K
|
5.95K
$497K
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
17.7KNew |
$905K - $1.16M
|
17.7K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
9.39KNew |
$479K - $616K
|
9.39K
$783K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.65K- 15.49% |
$84.2K - $108K
|
9K
$751K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.87KNew |
$351K - $451K
|
6.87K
$573K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
4.88KNew |
$249K - $320K
|
4.88K
$407K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
100New |
$5.1K - $6.57K
|
100
$8.35K
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
12.6KNew |
$644K - $828K
|
12.6K
$1.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.73KNew |
$446K - $574K
|
8.73K
$729K
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
801+ 5.11% |
$40.9K - $52.6K
|
16.5K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7.6KNew |
$388K - $499K
|
7.6K
$634K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-252- 6.79% |
$12.9K - $16.5K
|
3.46K
$288K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.94KNew |
$456K - $587K
|
8.94K
$746K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 8.33% |
$51 - $65.7
|
11
$918
|
|
| 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
$285K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$524 - $674
|
10
$835
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
4New |
$210 - $270
|
4
$334
|
|
|
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
$673K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13New |
$682 - $876
|
13
$1.08K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.3K- 21.5% |
$121K - $155K
|
8.4K
$701K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
1.15K+ 12.99% |
$60.3K - $77.5K
|
10K
$835K
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.44K+ 20.77% |
$75.6K - $97.2K
|
8.38K
$700K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 14.08% |
$76.1K - $97.8K
|
8.85K
$739K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$542K - $697K
|
10.3K
$862K
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
25KNew |
$1.31M - $1.69M
|
25K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
253+ 275.0% |
$13.3K - $17.1K
|
345
$28.8K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
854KNew |
$44.8M - $57.5M
|
854K
$71.2M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-29- 54.72% |
$1.52K - $1.95K
|
24
$2K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$52.4 - $67.4
|
1
$83.5
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-41- 14.04% |
$2.15K - $2.76K
|
251
$20.9K
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-3.99K- 49.32% |
$209K - $269K
|
4.1K
$342K
|
|