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 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-734- 2.3% |
$56.3K - $83K
|
31.2K
$2.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
19.3KNew |
$1.48M - $2.18M
|
19.3K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.02K+ 39.69% |
$309K - $455K
|
14.2K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
13.9K+ 9.32% |
$1.07M - $1.57M
|
163K
$15.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 14.33% |
$3.45K - $5.09K
|
359
$33.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.3K+ 8.63% |
$177K - $260K
|
29K
$2.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
89+ 4.96% |
$6.83K - $10.1K
|
1.88K
$174K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-55.1K- 9.18% |
$4.23M - $6.23M
|
545K
$50.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
152+ 4.46% |
$11.7K - $17.2K
|
3.56K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.44K+ 97.09% |
$417K - $615K
|
11K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-258- 1.25% |
$19.8K - $29.2K
|
20.3K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
170+ 8.47% |
$13.1K - $19.2K
|
2.18K
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3+ 7.89% |
$230 - $339
|
41
$3.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-3.1K- 11.27% |
$238K - $350K
|
24.4K
$2.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-613- 2.38% |
$47.1K - $69.3K
|
25.2K
$2.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-56.7K- 29.16% |
$4.35M - $6.41M
|
138K
$12.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 14.29% |
$1.54K - $2.26K
|
160
$14.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$172K - $253K
|
2.24K
$207K
|
|
|
Aug 11, 2025
Q2 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
203K+ 49.5% |
$15.6M - $22.9M
|
613K
$56.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.11K- 36.5% |
$85.1K - $125K
|
1.93K
$179K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-274- 0.31% |
$21K - $31K
|
87.5K
$8.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-89.7K- 15.23% |
$6.88M - $10.1M
|
499K
$46.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
65New |
$4.99K - $7.35K
|
65
$6.02K
|
|
|
Aug 11, 2025
Q2 2025
|
12th Street Asset Management Company, LLC
Nashville, TN |
BUY
|
- |
127KNew |
$9.74M - $14.3M
|
127K
$11.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-709- 8.03% |
$54.4K - $80.2K
|
8.12K
$752K
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-595- 6.47% |
$45.7K - $67.3K
|
8.6K
$797K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3+ 4.35% |
$230 - $339
|
72
$6.67K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
32+ 9.97% |
$2.46K - $3.62K
|
353
$32.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-876- 72.22% |
$67.3K - $99K
|
337
$31.2K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
2.86K+ 12.89% |
$219K - $323K
|
25K
$2.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1New |
$76.8 - $113
|
1
$92.6
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-8.7K- 12.55% |
$668K - $984K
|
60.7K
$5.62M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-11.6K- 12.16% |
$888K - $1.31M
|
83.6K
$7.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-319K- 3.62% |
$24.5M - $36.1M
|
8.5M
$788M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.5KNew |
$576K - $848K
|
7.5K
$695K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-84.6K- 96.87% |
$6.49M - $9.56M
|
2.74K
$254K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
32+ 1.2% |
$2.46K - $3.62K
|
2.7K
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
17.1K+ 30.18% |
$1.32M - $1.94M
|
74K
$6.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.34K- 35.74% |
$103K - $152K
|
2.41K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
BUY
|
- |
396+ 7.37% |
$30.4K - $44.8K
|
5.77K
$535K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
327+ 2.5% |
$25.1K - $37K
|
13.4K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
4.39K+ 0.2% |
$337K - $496K
|
2.15M
$199M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
692+ 3.73% |
$53.1K - $78.2K
|
19.3K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-184- 26.71% |
$14.1K - $20.8K
|
505
$46.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
16+ 533.33% |
$1.23K - $1.81K
|
19
$1.76K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
3New |
$230 - $339
|
3
$278
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
679+ 233.33% |
$52.1K - $76.8K
|
970
$89.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.1K- 6.78% |
$1.39M - $2.04M
|
249K
$23M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.67KNew |
$358K - $528K
|
4.67K
$432K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-98.1K- 20.52% |
$7.53M - $11.1M
|
380K
$35.2M
|