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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-88.4K- 9.99% |
$6.78M - $9.99M
|
796K
$73.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.34KNew |
$180K - $265K
|
2.34K
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-750- 2.43% |
$57.6K - $84.8K
|
30.1K
$2.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.57% |
$7.68K - $11.3K
|
17.8K
$1.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 41.94% |
$998 - $1.47K
|
44
$4.08K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 2.17% |
$76.8 - $113
|
45
$4.17K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.09K- 14.41% |
$83.3K - $123K
|
6.44K
$597K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
18+ 22.22% |
$1.38K - $2.04K
|
99
$9.17K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.25% |
$537 - $791
|
2.8K
$259K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-437- 17.95% |
$33.5K - $49.4K
|
2K
$185K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19+ 158.33% |
$1.46K - $2.15K
|
31
$2.87K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.41% |
$7.68K - $11.3K
|
24.4K
$2.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.94KNew |
$149K - $219K
|
1.94K
$180K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.11K- 14.2% |
$162K - $238K
|
12.7K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
34.6KNew |
$2.65M - $3.91M
|
34.6K
$3.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2K+ 10.9% |
$154K - $226K
|
20.4K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$154 - $226
|
3
$278
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.53KNew |
$578K - $852K
|
7.53K
$698K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$154 - $226
|
4
$371
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.81K- 21.22% |
$139K - $205K
|
6.74K
$624K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-32.2K- 9.36% |
$2.47M - $3.64M
|
312K
$28.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.94KNew |
$149K - $219K
|
1.94K
$180K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-24.4K- 98.87% |
$1.87M - $2.76M
|
279
$25.8K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
3.26KNew |
$250K - $369K
|
3.26K
$302K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.81K- 21.22% |
$139K - $205K
|
6.74K
$624K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
52+ 2.05% |
$3.99K - $5.88K
|
2.59K
$240K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-68- 1.06% |
$5.22K - $7.69K
|
6.38K
$591K
|
|
|
Jul 17, 2025
Q2 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-21.9K- 31.59% |
$1.68M - $2.48M
|
47.5K
$4.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-752- 1.98% |
$57.7K - $85K
|
37.2K
$3.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-404- 12.44% |
$31K - $45.7K
|
2.84K
$263K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-858- 13.67% |
$65.9K - $97K
|
5.42K
$502K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
536+ 22.27% |
$41.1K - $60.6K
|
2.94K
$273K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
39+ 1.4% |
$2.99K - $4.41K
|
2.83K
$262K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-12- 0.02% |
$921 - $1.36K
|
68.2K
$6.32M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-415- 4.09% |
$31.9K - $46.9K
|
9.72K
$900K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
222+ 20.86% |
$17K - $25.1K
|
1.29K
$119K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.82KNew |
$293K - $432K
|
3.82K
$354K
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
7.2K+ 22.5% |
$553K - $814K
|
39.2K
$3.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
36+ 34.62% |
$2.76K - $4.07K
|
140
$13K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 27.27% |
$230 - $339
|
8
$741
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
157+ 1.9% |
$12.1K - $17.8K
|
8.42K
$780K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-47- 4.92% |
$3.61K - $5.31K
|
908
$84.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
733+ 0.79% |
$56.3K - $82.9K
|
93.5K
$8.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.17K+ 14.0% |
$244K - $359K
|
25.8K
$2.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 9.52% |
$461 - $678
|
69
$6.39K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
205+ 3.54% |
$15.7K - $23.2K
|
6K
$555K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$154 - $226
|
2
$185
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
435+ 27.69% |
$33.4K - $49.2K
|
2.01K
$186K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$1.46K - $2.15K
|
19
$1.76K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-822- 1.25% |
$63.1K - $92.9K
|
65K
$6.02M
|