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 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4.11KNew |
$316K - $465K
|
4.11K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-9.83K- 8.79% |
$755K - $1.11M
|
102K
$9.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
64New |
$4.91K - $7.24K
|
64
$5.83K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-754- 49.18% |
$57.9K - $85.2K
|
779
$70.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
168K+ 238.79% |
$12.9M - $18.9M
|
238K
$21.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
38New |
$2.92K - $4.3K
|
38
$3.46K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-225- 5.96% |
$17.3K - $25.4K
|
3.55K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Goodnow Investment Group, LLC
Darien, CT |
SELL
|
- |
-210- 1.24% |
$16.1K - $23.7K
|
16.8K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$891K - $1.31M
|
11.6K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
2K+ 90.91% |
$154K - $226K
|
4.2K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-561K- 40.2% |
$43M - $63.4M
|
834K
$75.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 10.77% |
$537 - $791
|
58
$5.28K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
74+ 0.38% |
$5.68K - $8.37K
|
19.3K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.2K- 94.27% |
$1.09M - $1.6M
|
862
$78.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
138+ 7.31% |
$10.6K - $15.6K
|
2.03K
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.4KNew |
$1.18M - $1.74M
|
15.4K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
110+ 4.73% |
$8.44K - $12.4K
|
2.44K
$222K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.17K- 8.24% |
$704K - $1.04M
|
102K
$9.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-26- 53.06% |
$2K - $2.94K
|
23
$2.09K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.58K- 6.15% |
$198K - $292K
|
39.4K
$3.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-532K- 28.69% |
$40.8M - $60.1M
|
1.32M
$120M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-145- 1.78% |
$11.1K - $16.4K
|
8.02K
$731K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.94K+ 2.94% |
$609K - $897K
|
278K
$25.3M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-85.4K- 11.02% |
$6.56M - $9.66M
|
690K
$62.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-321- 0.96% |
$24.6K - $36.3K
|
33K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-11- 7.1% |
$844 - $1.24K
|
144
$13.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-12.5K- 0.82% |
$961K - $1.42M
|
1.52M
$138M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
65.2K+ 64.77% |
$5M - $7.37M
|
166K
$15.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-734- 2.3% |
$56.3K - $83K
|
31.2K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
19.3KNew |
$1.48M - $2.18M
|
19.3K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.02K+ 39.69% |
$309K - $455K
|
14.2K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
13.9K+ 9.32% |
$1.07M - $1.57M
|
163K
$14.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 14.33% |
$3.45K - $5.09K
|
359
$32.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.3K+ 8.63% |
$177K - $260K
|
29K
$2.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
89+ 4.96% |
$6.83K - $10.1K
|
1.88K
$171K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-55.1K- 9.18% |
$4.23M - $6.23M
|
545K
$49.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
152+ 4.46% |
$11.7K - $17.2K
|
3.56K
$324K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.44K+ 97.09% |
$417K - $615K
|
11K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-258- 1.25% |
$19.8K - $29.2K
|
20.3K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
170+ 8.47% |
$13.1K - $19.2K
|
2.18K
$198K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3+ 7.89% |
$230 - $339
|
41
$3.73K
|
|
|
Aug 12, 2025
Q2 2025
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-3.1K- 11.27% |
$238K - $350K
|
24.4K
$2.22M
|
|
|
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
$2.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-56.7K- 29.16% |
$4.35M - $6.41M
|
138K
$12.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 14.29% |
$1.54K - $2.26K
|
160
$14.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$172K - $253K
|
2.24K
$204K
|
|
|
Aug 11, 2025
Q2 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
203K+ 49.5% |
$15.6M - $22.9M
|
613K
$55.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.11K- 36.5% |
$85.1K - $125K
|
1.93K
$176K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-274- 0.31% |
$21K - $31K
|
87.5K
$7.97M
|