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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2019
Q4 2018
|
Geneva Partners, LLC
|
SELL
|
- |
-7.04KClosed |
$383K - $707K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.11KClosed |
$169K - $312K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-4Closed |
$218 - $402
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-67Closed |
$3.64K - $6.73K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-43Closed |
$3.19K - $4.18K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
19.2KNew |
$1.43M - $1.87M
|
19.2K
$1.97M
|
|
|
Nov 14, 2018
Q3 2018
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-34KClosed |
$2.52M - $3.31M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-4.42KClosed |
$328K - $430K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.71KClosed |
$275K - $361K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2Closed |
$148 - $195
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Cim, LLC
|
SELL
|
- |
-2.72KClosed |
$201K - $264K
|
0
$0
|
|
|
Oct 18, 2018
Q3 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-4.04KClosed |
$299K - $393K
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-900Closed |
$66.7K - $87.6K
|
0
$0
|
|
|
Oct 05, 2018
Q3 2018
|
Optimum Investment Advisors
|
SELL
|
CALL |
-500Closed |
$37.1K - $48.7K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-62.7KClosed |
$3.79M - $5.13M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
88New |
$5.31K - $7.19K
|
88
$9.01K
|
|
|
Aug 10, 2018
Q2 2018
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-14.8KClosed |
$894K - $1.21M
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-10.3KClosed |
$622K - $842K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-200Closed |
$12.1K - $16.4K
|
0
$0
|
|
|
Jul 24, 2018
Q2 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.74KNew |
$165K - $224K
|
2.74K
$281K
|
|
|
Jul 23, 2018
Q2 2018
|
Parametrica Management LTD
|
SELL
|
- |
-3.63KClosed |
$219K - $297K
|
0
$0
|
|
|
Jul 10, 2018
Q2 2018
|
Sanders Morris Harris LLC
|
SELL
|
- |
-41.5KClosed |
$2.51M - $3.39M
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-34.5KClosed |
$1.6M - $2.31M
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
PUT |
-5.3KClosed |
$246K - $354K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-47KClosed |
$2.18M - $3.14M
|
0
$0
|
|
|
Apr 18, 2018
Q1 2018
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
1.5KNew |
$69.7K - $100K
|
1.5K
$154K
|
|
|
Apr 17, 2018
Q1 2018
|
Albion Financial Group
|
SELL
|
- |
-9.11KClosed |
$423K - $609K
|
0
$0
|
|
|
Apr 11, 2018
Q1 2018
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-31.8KClosed |
$1.48M - $2.13M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$4.37K - $5.4K
|
100
$10.2K
|
|
|
Feb 20, 2018
Q4 2017
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-100KClosed |
$4.38M - $5.41M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-16.7KClosed |
$731K - $903K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Hanseatic Management Services Inc
|
SELL
|
- |
-143Closed |
$6.25K - $7.72K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
277KNew |
$12.1M - $14.9M
|
277K
$28.4M
|
|
|
Feb 14, 2018
Q4 2017
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-30.5KClosed |
$1.33M - $1.65M
|
0
$0
|
|
|
Feb 05, 2018
Q4 2017
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-125Closed |
$5.46K - $6.75K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-270KClosed |
$11.8M - $14.6M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 09, 2017
Q3 2017
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-71.5KClosed |
$2.9M - $3.61M
|
0
$0
|
|