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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-83Closed |
$5.56K - $7.55K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
175New |
$9K - $13K
|
175
$17.9K
|
|
|
Feb 16, 2021
Q4 2020
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-20.3KClosed |
$1.04M - $1.51M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
CALL |
-50KClosed |
$2.57M - $3.72M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-6Closed |
$308 - $446
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-4.19KClosed |
$216K - $312K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.56KClosed |
$80.3K - $116K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-388Closed |
$19.9K - $28.9K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-200Closed |
$10.3K - $14.9K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-10Closed |
$514 - $744
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Royce & Associates LP
|
SELL
|
- |
-20KClosed |
$1.03M - $1.49M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-462Closed |
$23.8K - $34.4K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-149Closed |
$7.66K - $11.1K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-500Closed |
$25.7K - $37.2K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-13Closed |
$668 - $967
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.31KClosed |
$245K - $327K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.47KClosed |
$114K - $152K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.89KClosed |
$87.3K - $117K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-300Closed |
$13.8K - $18.5K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-70Closed |
$3.23K - $4.31K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-746KClosed |
$34.4M - $46M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-55Closed |
$2.54K - $3.39K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Silvant Capital Management LLC
|
SELL
|
- |
-6.64KClosed |
$307K - $410K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.75KClosed |
$173K - $231K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-14.7KClosed |
$678K - $906K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-50Closed |
$2.31K - $3.08K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.73KClosed |
$79.6K - $106K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Firestone Capital Management
|
SELL
|
- |
-100Closed |
$4.62K - $6.16K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.1KClosed |
$50.8K - $67.8K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-129Closed |
$5.95K - $7.95K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-36Closed |
$1.66K - $2.22K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Nov 09, 2023
Q2 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-245Closed |
$10.1K - $16.6K
|
0
$0
|
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-11.5KClosed |
$472K - $776K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-49.1KClosed |
$2.02M - $3.32M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Seven Eight Capital, LP
|
SELL
|
- |
-6.3KClosed |
$259K - $426K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-5.41KClosed |
$222K - $366K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Dock Street Asset Management Inc
|
SELL
|
- |
-119KClosed |
$4.9M - $8.06M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
800New |
$32.9K - $54.1K
|
800
$81.9K
|
|
|
Jul 16, 2020
Q2 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-20Closed |
$822 - $1.35K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-300Closed |
$12.3K - $20.3K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Diversified Trust CO
|
SELL
|
- |
-15.5KClosed |
$637K - $1.05M
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-13.3KClosed |
$546K - $899K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Anderson Hoagland & CO
|
SELL
|
- |
-13.3KClosed |
$548K - $901K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Aug 27, 2020
Q1 2020
|
Gleason Group, Inc.
|
SELL
|
- |
-785Closed |
$31.8K - $68.9K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-11.4KClosed |
$463K - $1M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-922Closed |
$37.4K - $80.9K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.84KClosed |
$115K - $250K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aviva PLC
|
SELL
|
- |
-30.8KClosed |
$1.25M - $2.7M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-15.6KClosed |
$634K - $1.37M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.51KClosed |
$142K - $308K
|
0
$0
|
|