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 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2New |
$154 - $226
|
2
$185
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 1.66% |
$1.38K - $2.04K
|
1.06K
$98.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
863New |
$66.3K - $97.6K
|
863
$79.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
5.18K+ 13.13% |
$397K - $585K
|
44.6K
$4.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
446+ 12.09% |
$34.2K - $50.4K
|
4.14K
$383K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.06K+ 2587.8% |
$81.5K - $120K
|
1.1K
$102K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
403+ 0.19% |
$30.9K - $45.6K
|
215K
$19.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-110- 3.44% |
$8.44K - $12.4K
|
3.09K
$286K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
4.6K+ 40.71% |
$353K - $520K
|
15.9K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-419- 7.12% |
$32.2K - $47.4K
|
5.47K
$506K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.5K+ 183.62% |
$1.11M - $1.64M
|
22.4K
$2.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-50- 0.13% |
$3.84K - $5.65K
|
38.1K
$3.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
3.34K+ 4.91% |
$256K - $377K
|
71.2K
$6.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Geneva Capital Management LLC
|
BUY
|
- |
64.5K+ 6.18% |
$4.95M - $7.29M
|
1.11M
$103M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-112K- 28.06% |
$8.63M - $12.7M
|
288K
$26.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-678- 2.85% |
$52.1K - $76.7K
|
23.2K
$2.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
2.45K+ 2.62% |
$188K - $277K
|
95.8K
$8.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-3.84K- 3.24% |
$295K - $434K
|
115K
$10.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-11.9K- 9.49% |
$914K - $1.35M
|
114K
$10.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2New |
$154 - $226
|
2
$185
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
313New |
$24K - $35.4K
|
313
$29K
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-15.3K- 88.51% |
$1.18M - $1.73M
|
1.99K
$184K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.02K- 71.33% |
$78.3K - $115K
|
410
$38K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
45+ 0.16% |
$3.45K - $5.09K
|
29.1K
$2.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-759- 98.06% |
$58.3K - $85.8K
|
15
$1.39K
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
4.86KNew |
$373K - $550K
|
4.86K
$450K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
31.7K+ 42.17% |
$2.43M - $3.59M
|
107K
$9.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
108+ 2.94% |
$8.29K - $12.2K
|
3.79K
$351K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.6K+ 5.91% |
$584K - $859K
|
136K
$12.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.11KNew |
$392K - $578K
|
5.11K
$474K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
224+ 172.31% |
$17.2K - $25.3K
|
354
$32.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
52+ 0.33% |
$3.99K - $5.88K
|
15.7K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.83K+ 36.2% |
$140K - $206K
|
6.87K
$636K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.22% |
$384 - $565
|
2.3K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-53.1K- 4.97% |
$4.08M - $6M
|
1.02M
$94.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$537 - $791
|
7
$648
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-17- 13.39% |
$1.31K - $1.92K
|
110
$10.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
164+ 0.28% |
$12.6K - $18.5K
|
59.7K
$5.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
10.5K+ 40.38% |
$806K - $1.19M
|
36.5K
$3.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.51K+ 2.66% |
$193K - $284K
|
96.8K
$8.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.08K+ 20.19% |
$82.8K - $122K
|
6.42K
$595K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-3.66K- 15.72% |
$281K - $414K
|
19.6K
$1.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-1.82K- 36.26% |
$140K - $206K
|
3.2K
$297K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-565- 19.18% |
$43.4K - $63.9K
|
2.38K
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
13K+ 7.81% |
$998K - $1.47M
|
179K
$16.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
708+ 13.69% |
$54.4K - $80K
|
5.88K
$545K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.02K- 7.11% |
$462K - $681K
|
78.7K
$7.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
16.3K+ 7.01% |
$1.25M - $1.84M
|
249K
$23.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.26K+ 27.02% |
$174K - $256K
|
10.6K
$985K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-44- 1.34% |
$3.38K - $4.97K
|
3.24K
$300K
|