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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-272- 1.78% |
$22.9K - $31.1K
|
15K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
60+ 2.27% |
$5.06K - $6.87K
|
2.7K
$300K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-10.8K- 2.94% |
$907K - $1.23M
|
355K
$39.5M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-502K- 99.85% |
$42.3M - $57.5M
|
757
$84.1K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 32.68% |
$111K - $151K
|
5.35K
$594K
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
10.1K+ 21.55% |
$849K - $1.15M
|
56.8K
$6.32M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
849KNew |
$71.6M - $97.2M
|
849K
$94.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-42.9K- 9.01% |
$3.62M - $4.92M
|
434K
$48.2M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
21.4K+ 235.08% |
$1.8M - $2.45M
|
30.5K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-9.93K- 41.77% |
$837K - $1.14M
|
13.8K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
174K+ 36.54% |
$14.7M - $20M
|
651K
$72.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
28.6KNew |
$2.41M - $3.27M
|
28.6K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-28.1K- 2.43% |
$2.37M - $3.21M
|
1.13M
$125M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
122+ 187.69% |
$10.3K - $14K
|
187
$20.8K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.79KNew |
$151K - $205K
|
1.79K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-150- 1.66% |
$12.6K - $17.2K
|
8.88K
$987K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
397+ 4.98% |
$33.5K - $45.5K
|
8.38K
$931K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.22K- 32.47% |
$609K - $827K
|
15K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
192+ 9.73% |
$16.2K - $22K
|
2.17K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.8K- 2.21% |
$320K - $435K
|
168K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.8K+ 5.31% |
$826K - $1.12M
|
194K
$21.6M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.5K+ 7.19% |
$126K - $172K
|
22.3K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-27.2K- 34.33% |
$2.29M - $3.11M
|
52K
$5.78M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-34.8K- 60.56% |
$2.93M - $3.98M
|
22.6K
$2.52M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-168K- 15.66% |
$14.2M - $19.2M
|
904K
$101M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
41New |
$3.46K - $4.69K
|
41
$4.56K
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
253+ 14.43% |
$21.3K - $29K
|
2.01K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-279- 18.7% |
$23.5K - $31.9K
|
1.21K
$135K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
420New |
$35.4K - $48.1K
|
420
$46.7K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-565- 1.67% |
$47.6K - $64.7K
|
33.3K
$3.7M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.7K+ 53.65% |
$144K - $195K
|
4.88K
$542K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$169 - $229
|
2
$222
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-13- 0.55% |
$1.1K - $1.49K
|
2.34K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.24K+ 29.11% |
$105K - $142K
|
5.52K
$613K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-4.18K- 3.41% |
$353K - $479K
|
118K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-11.3K- 8.24% |
$950K - $1.29M
|
125K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
18New |
$1.52K - $2.06K
|
18
$2K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
821K+ 50.56% |
$69.3M - $94.1M
|
2.45M
$272M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
601KNew |
$50.6M - $68.8M
|
601K
$66.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.29K- 7.67% |
$615K - $835K
|
87.8K
$9.76M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.18K+ 47.11% |
$353K - $479K
|
13.1K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3New |
$253 - $344
|
3
$333
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
563KNew |
$47.5M - $64.5M
|
563K
$62.6M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
250+ 1.36% |
$21.1K - $28.6K
|
18.6K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-5.15K- 0.49% |
$434K - $590K
|
1.04M
$116M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
19.6K+ 755.85% |
$1.65M - $2.24M
|
22.2K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$590 - $802
|
7
$778
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
165New |
$13.9K - $18.9K
|
165
$18.3K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.5K+ 1.38% |
$1.3M - $1.77M
|
1.13M
$126M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-154K- 1.72% |
$13M - $17.7M
|
8.82M
$981M
|