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
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-759- 2.74% |
$59.3K - $79.4K
|
26.9K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.3K- 4.14% |
$102K - $136K
|
30.2K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
239+ 1.83% |
$18.7K - $25K
|
13.3K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.33K- 5.27% |
$104K - $139K
|
23.9K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-54- 25.35% |
$4.22K - $5.65K
|
159
$15.5K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-185Closed |
$14.5K - $19.4K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
2.59KNew |
$203K - $271K
|
2.59K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.93K- 41.6% |
$385K - $516K
|
6.92K
$674K
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-112K- 94.37% |
$8.74M - $11.7M
|
6.67K
$649K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
82.4K+ 80.68% |
$6.44M - $8.62M
|
184K
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-14.3K- 21.07% |
$1.12M - $1.5M
|
53.5K
$5.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
231+ 0.36% |
$18.1K - $24.2K
|
63.9K
$6.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
138+ 5.31% |
$10.8K - $14.4K
|
2.74K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-865- 26.53% |
$67.6K - $90.5K
|
2.4K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
475+ 31.69% |
$37.1K - $49.7K
|
1.97K
$192K
|
|
|
Feb 12, 2025
Q4 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
256KNew |
$20M - $26.8M
|
256K
$24.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-143K- 11.77% |
$11.2M - $15M
|
1.07M
$104M
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
779KNew |
$60.9M - $81.5M
|
779K
$75.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
17.3KNew |
$1.35M - $1.81M
|
17.3K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-19.1K- 1.7% |
$1.49M - $2M
|
1.11M
$108M
|
|
|
Feb 12, 2025
Q4 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
2.05K+ 22.66% |
$160K - $214K
|
11.1K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.77K+ 14.63% |
$138K - $185K
|
13.8K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-283K- 17.24% |
$22.1M - $29.6M
|
1.36M
$132M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
32.8K+ 9.85% |
$2.56M - $3.43M
|
366K
$35.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-9.25K- 3.12% |
$723K - $968K
|
287K
$28M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
2.76KNew |
$216K - $289K
|
2.76K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.59K+ 4.69% |
$437K - $585K
|
125K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.18K+ 2.85% |
$248K - $333K
|
115K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
233+ 11.11% |
$18.2K - $24.4K
|
2.33K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
51+ 5.39% |
$3.99K - $5.34K
|
997
$97.1K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-7.14K- 10.3% |
$558K - $747K
|
62.2K
$6.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-29K- 67.55% |
$2.27M - $3.04M
|
13.9K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
10.8K+ 9.7% |
$847K - $1.13M
|
123K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.34K- 31.82% |
$105K - $140K
|
2.88K
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-328K- 13.75% |
$25.7M - $34.4M
|
2.06M
$201M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.11K+ 31.41% |
$86.6K - $116K
|
4.64K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-10.8K- 1.57% |
$847K - $1.13M
|
680K
$66.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.29K- 2.32% |
$335K - $449K
|
180K
$17.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
10.4K+ 0.5% |
$815K - $1.09M
|
2.09M
$204M
|
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
51.7KNew |
$4.04M - $5.41M
|
51.7K
$5.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
362+ 89.38% |
$28.3K - $37.9K
|
767
$74.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-46.4K- 9.58% |
$3.63M - $4.86M
|
438K
$42.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
28.4K+ 11.04% |
$2.22M - $2.97M
|
286K
$27.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12- 4.82% |
$938 - $1.26K
|
237
$23.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
103+ 0.53% |
$8.05K - $10.8K
|
19.4K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
472K+ 73.05% |
$36.9M - $49.4M
|
1.12M
$109M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.14K+ 36.26% |
$88.9K - $119K
|
4.27K
$416K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
21.4KNew |
$1.67M - $2.24M
|
21.4K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.97KNew |
$154K - $206K
|
1.97K
$192K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
34.3K+ 5.44% |
$2.68M - $3.59M
|
665K
$64.7M
|