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 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.76KNew |
$183K - $231K
|
2.76K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-372- 7.69% |
$24.6K - $31.1K
|
4.47K
$407K
|
|
|
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
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.2K- 99.92% |
$79.7K - $101K
|
1
$91
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
2.87KNew |
$190K - $240K
|
2.87K
$261K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
184+ 0.14% |
$12.2K - $15.4K
|
135K
$12.3M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.29K- 33.39% |
$218K - $275K
|
6.57K
$598K
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-738K- 41.42% |
$48.9M - $61.7M
|
1.04M
$95.1M
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
8.32K+ 24.14% |
$551K - $695K
|
42.8K
$3.89M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
517New |
$34.2K - $43.2K
|
517
$47.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
95.9KNew |
$6.35M - $8.01M
|
95.9K
$8.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
489New |
$32.4K - $40.8K
|
489
$44.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-492- 8.32% |
$32.6K - $41.1K
|
5.42K
$494K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 0.58% |
$6.62K - $8.35K
|
17.3K
$1.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.2K- 34.19% |
$79.3K - $100K
|
2.31K
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.79KNew |
$317K - $400K
|
4.79K
$436K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
190New |
$12.6K - $15.9K
|
190
$17.3K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
44New |
$2.91K - $3.68K
|
44
$4.01K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6- 75.0% |
$375 - $457
|
2
$182
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35+ 26.12% |
$2.19K - $2.66K
|
169
$15.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-568- 5.06% |
$35.5K - $43.2K
|
10.7K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
9.47KNew |
$591K - $721K
|
9.47K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
43New |
$2.68K - $3.27K
|
43
$3.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 6.0% |
$187 - $228
|
47
$4.28K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
20.7K+ 37.91% |
$1.29M - $1.57M
|
75.2K
$6.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.8KNew |
$237K - $289K
|
3.8K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-96.2K- 38.41% |
$6M - $7.32M
|
154K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.52KNew |
$220K - $268K
|
3.52K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
7.5KNew |
$468K - $571K
|
7.5K
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
68.3KNew |
$4.26M - $5.2M
|
68.3K
$6.21M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
86+ 172.0% |
$5.37K - $6.55K
|
136
$12.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
234New |
$14.6K - $17.8K
|
234
$21.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.98KNew |
$311K - $379K
|
4.98K
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
9KNew |
$562K - $685K
|
9K
$819K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
404New |
$25.2K - $30.8K
|
404
$36.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.44K- 3.53% |
$89.7K - $109K
|
39.2K
$3.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
67.4KNew |
$4.21M - $5.13M
|
67.4K
$6.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-10- 11.11% |
$624 - $761
|
80
$7.28K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
75.1KNew |
$4.69M - $5.72M
|
75.1K
$6.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
911New |
$56.9K - $69.4K
|
911
$82.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
21New |
$1.31K - $1.6K
|
21
$1.91K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-188K- 71.45% |
$11.8M - $14.3M
|
75.3K
$6.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
180New |
$11.2K - $13.7K
|
180
$16.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2New |
$125 - $152
|
2
$182
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
435New |
$27.2K - $33.1K
|
435
$39.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.06K- 1.09% |
$66.2K - $80.7K
|
96.1K
$8.75M
|
|
| Q3 2023 | |||||||
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 2.78% |
$308 - $378
|
185
$16.8K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
5.7KNew |
$351K - $431K
|
5.7K
$519K
|
|