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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7.62K+ 8.33% |
$596K - $797K
|
99K
$7.94M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
384+ 3.05% |
$30K - $40.2K
|
13K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
CALL |
-10.3K- 77.44% |
$805K - $1.08M
|
3K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
15.6KNew |
$1.22M - $1.64M
|
15.6K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-32- 2.1% |
$2.5K - $3.35K
|
1.49K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.23KNew |
$174K - $234K
|
2.23K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
41.4K+ 66.84% |
$3.24M - $4.34M
|
103K
$8.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-936- 10.24% |
$73.2K - $98K
|
8.21K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.34K+ 11.72% |
$105K - $140K
|
12.8K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.36KNew |
$184K - $247K
|
2.36K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
115K+ 63.13% |
$8.98M - $12M
|
297K
$23.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.06K- 6.14% |
$82.8K - $111K
|
16.2K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
45.1K+ 17.31% |
$3.53M - $4.72M
|
306K
$24.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-162- 4.71% |
$12.7K - $17K
|
3.28K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.88K- 16.02% |
$147K - $197K
|
9.84K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.4K+ 0.77% |
$971K - $1.3M
|
1.62M
$130M
|
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
4.84K+ 11.55% |
$378K - $506K
|
46.7K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-445- 0.97% |
$34.8K - $46.6K
|
45.4K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-41.2K- 35.3% |
$3.22M - $4.31M
|
75.5K
$6.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.1K+ 0.07% |
$86K - $115K
|
1.58M
$127M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8.98K+ 15.35% |
$702K - $940K
|
67.5K
$5.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
7.06KNew |
$552K - $739K
|
7.06K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-1.16K- 2.01% |
$90.7K - $121K
|
56.6K
$4.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
879+ 88.88% |
$68.7K - $92K
|
1.87K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
300New |
$23.5K - $31.4K
|
300
$24.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
3.7KNew |
$289K - $387K
|
3.7K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-34- 0.82% |
$2.66K - $3.56K
|
4.1K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
8.46K+ 42.76% |
$662K - $886K
|
28.3K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-896- 8.25% |
$70K - $93.8K
|
9.97K
$799K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10New |
$782 - $1.05K
|
10
$802
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.58KNew |
$436K - $584K
|
5.58K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
403+ 9.71% |
$31.5K - $42.2K
|
4.56K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-58.4K- 17.4% |
$4.56M - $6.11M
|
277K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
225+ 6.72% |
$17.6K - $23.5K
|
3.57K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.28K+ 2.88% |
$100K - $134K
|
45.8K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.07K+ 27.17% |
$240K - $321K
|
14.3K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
30+ 0.1% |
$2.35K - $3.14K
|
29.1K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
CALL |
-3.8K- 52.05% |
$297K - $398K
|
3.5K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
204K+ 35.77% |
$15.9M - $21.3M
|
773K
$62M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.84K- 23.21% |
$144K - $193K
|
6.09K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-10.2K- 58.62% |
$797K - $1.07M
|
7.2K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-61.6K- 42.21% |
$4.82M - $6.45M
|
84.3K
$6.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
97+ 3.78% |
$7.58K - $10.2K
|
2.67K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-245K- 3.16% |
$19.2M - $25.7M
|
7.51M
$603M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.24K+ 105.66% |
$331K - $443K
|
8.25K
$661K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-759- 2.74% |
$59.3K - $79.4K
|
26.9K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.3K- 4.14% |
$102K - $136K
|
30.2K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
239+ 1.83% |
$18.7K - $25K
|
13.3K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.96K+ 15.38% |
$232K - $310K
|
22.2K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.33K- 5.27% |
$104K - $139K
|
23.9K
$1.92M
|