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 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-24Closed |
$1.49K - $1.88K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-490Closed |
$30.5K - $38.4K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-45Closed |
$2.8K - $3.52K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-33Closed |
$2.05K - $2.58K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-7.31KClosed |
$454K - $572K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-344Closed |
$21.4K - $26.9K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Bfsg, LLC
|
SELL
|
- |
-6.22KClosed |
$387K - $487K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7.12KClosed |
$443K - $558K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-266Closed |
$16.5K - $20.8K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-6.94KClosed |
$432K - $544K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Duncker Streett & CO Inc
|
SELL
|
- |
-500Closed |
$31.1K - $39.2K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
5KNew |
$311K - $392K
|
5K
$512K
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-11Closed |
$684 - $861
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.32KClosed |
$268K - $338K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-36.6KClosed |
$1.93M - $3.09M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
2.29K+ 43.96% |
$121K - $193K
|
7.49K
$767K
|
|
|
May 14, 2019
Q1 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-124KClosed |
$6.55M - $10.5M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Human Investing LLC
|
SELL
|
- |
-1.23KClosed |
$64.8K - $104K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-100Closed |
$5.29K - $8.45K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20KClosed |
$1.06M - $1.69M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-585Closed |
$30.9K - $49.4K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-35Closed |
$1.85K - $2.96K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-240Closed |
$12.7K - $20.3K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-13.3KClosed |
$700K - $1.12M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Thornburg Investment Management Inc
|
SELL
|
- |
-105KClosed |
$5.56M - $8.88M
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-6.7KClosed |
$354K - $566K
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.8KClosed |
$675K - $1.08M
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-131Closed |
$6.92K - $11.1K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-59.9KClosed |
$3.26M - $6.02M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-112Closed |
$6.09K - $11.2K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-26.5KClosed |
$1.44M - $2.66M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-16.4K- 93.71% |
$892K - $1.65M
|
1.1K
$113K
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-53Closed |
$2.88K - $5.32K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Berkley W R Corp
Greenwich, CT |
SELL
|
- |
-455K- 94.44% |
$24.7M - $45.7M
|
26.8K
$2.74M
|
|
|
Feb 14, 2019
Q4 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-2.3KClosed |
$125K - $231K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-33.6KClosed |
$1.83M - $3.37M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-4.6KClosed |
$250K - $462K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-90.5KClosed |
$4.92M - $9.09M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-86.5KClosed |
$4.7M - $8.69M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-649Closed |
$35.3K - $65.2K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.44KClosed |
$242K - $446K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.55KClosed |
$193K - $357K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.3KClosed |
$288K - $532K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.49KClosed |
$135K - $250K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Gam Holding Ag
|
SELL
|
- |
-2.39KClosed |
$130K - $240K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Unigestion Holding Sa
|
SELL
|
- |
-7.23KClosed |
$393K - $727K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-12Closed |
$653 - $1.21K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-19Closed |
$1.03K - $1.91K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-40Closed |
$2.18K - $4.02K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Keybank National Association
|
SELL
|
- |
-4.86KClosed |
$265K - $489K
|
0
$0
|
|