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 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5.59K- 28.42% |
$429K - $632K
|
14.1K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-473- 7.51% |
$36.3K - $53.5K
|
5.82K
$539K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.28K- 21.91% |
$98.3K - $145K
|
4.56K
$423K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.54K+ 7.44% |
$118K - $174K
|
22.3K
$2.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-325- 3.09% |
$25K - $36.7K
|
10.2K
$944K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.62K+ 49.83% |
$201K - $296K
|
7.88K
$730K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.3K+ 41.29% |
$1.1M - $1.62M
|
49.1K
$4.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-5.41K- 9.52% |
$415K - $611K
|
51.4K
$4.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1New |
$76.8 - $113
|
1
$92.6
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
611+ 26.88% |
$46.9K - $69.1K
|
2.88K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
5.81KNew |
$446K - $657K
|
5.81K
$538K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-64- 2.82% |
$4.91K - $7.24K
|
2.2K
$204K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-291- 13.43% |
$22.3K - $32.9K
|
1.88K
$174K
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.81K- 24.38% |
$292K - $430K
|
11.8K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-375- 24.54% |
$28.8K - $42.4K
|
1.15K
$107K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
13K+ 328.96% |
$996K - $1.47M
|
16.9K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-687- 11.39% |
$52.7K - $77.7K
|
5.34K
$495K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.18K+ 5.35% |
$90.4K - $133K
|
23.2K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
393+ 12.53% |
$30.2K - $44.4K
|
3.53K
$327K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
20.5KNew |
$1.57M - $2.32M
|
20.5K
$1.9M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-7- 0.33% |
$537 - $791
|
2.09K
$194K
|
|
|
Aug 07, 2025
Q2 2025
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
30.6K+ 32.69% |
$2.35M - $3.46M
|
124K
$11.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.4K- 4.82% |
$184K - $271K
|
47.4K
$4.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
31New |
$2.38K - $3.5K
|
31
$2.87K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
11New |
$844 - $1.24K
|
11
$1.02K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1K- 4.44% |
$76.8K - $113K
|
21.5K
$1.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-188- 5.07% |
$14.4K - $21.3K
|
3.52K
$326K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-922- 4.14% |
$70.8K - $104K
|
21.3K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-10.8K- 22.83% |
$826K - $1.22M
|
36.3K
$3.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
552+ 283.08% |
$42.4K - $62.4K
|
747
$69.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$154 - $226
|
2
$185
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
753+ 25100.0% |
$57.8K - $85.1K
|
756
$70K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2New |
$154 - $226
|
2
$185
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-11- 61.11% |
$844 - $1.24K
|
7
$648
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-36.7K- 14.97% |
$2.81M - $4.15M
|
208K
$19.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
120+ 134.83% |
$9.21K - $13.6K
|
209
$19.4K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 200.0% |
$461 - $678
|
9
$834
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$307 - $452
|
4
$371
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.74KNew |
$671K - $988K
|
8.74K
$809K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 43.09% |
$4.07K - $5.99K
|
176
$16.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-660- 3.63% |
$50.7K - $74.6K
|
17.5K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Homestead Advisers Corp
|
BUY
|
- |
26.9KNew |
$2.07M - $3.04M
|
26.9K
$2.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-10.5K- 34.53% |
$808K - $1.19M
|
20K
$1.85M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.48% |
$7.68K - $11.3K
|
20.8K
$1.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Montanaro Asset Management LTD
|
BUY
|
- |
12.8K+ 83.66% |
$983K - $1.45M
|
28.1K
$2.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3K- 16.28% |
$230K - $339K
|
15.4K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-658- 5.16% |
$50.5K - $74.4K
|
12.1K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-2.05K- 37.18% |
$157K - $232K
|
3.47K
$321K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
408+ 119.3% |
$31.3K - $46.1K
|
750
$69.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
7.06KNew |
$542K - $798K
|
7.06K
$654K
|