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 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 17.39% |
$1.01K - $1.37K
|
81
$9K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
55New |
$4.64K - $6.3K
|
55
$6.11K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
8.43KNew |
$711K - $965K
|
8.43K
$937K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.2K+ 1.3% |
$1.19M - $1.62M
|
1.1M
$122M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
399K+ 3601.63% |
$33.6M - $45.7M
|
410K
$45.6M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.55K+ 18.85% |
$130K - $177K
|
9.76K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
14.7K+ 296.19% |
$1.24M - $1.68M
|
19.7K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.99K+ 65.68% |
$168K - $228K
|
5.03K
$559K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
112+ 1018.18% |
$9.44K - $12.8K
|
123
$13.7K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.06K- 22.39% |
$89.7K - $122K
|
3.69K
$410K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-386- 9.42% |
$32.5K - $44.2K
|
3.71K
$412K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-5.98K- 21.18% |
$505K - $685K
|
22.3K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-533- 29.19% |
$44.9K - $61K
|
1.29K
$144K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.07K+ 2.21% |
$343K - $466K
|
188K
$20.9M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-38- 1.32% |
$3.2K - $4.35K
|
2.84K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50New |
$4.22K - $5.73K
|
50
$5.56K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
244+ 1.35% |
$20.6K - $27.9K
|
18.4K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
51.4K+ 416.44% |
$4.34M - $5.89M
|
63.8K
$7.09M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
12.7KNew |
$1.07M - $1.45M
|
12.7K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-62- 1.02% |
$5.23K - $7.1K
|
6.03K
$670K
|
|
|
May 07, 2025
Q1 2025
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-188K- 22.46% |
$15.9M - $21.6M
|
650K
$72.3M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
603+ 128.85% |
$50.8K - $69K
|
1.07K
$119K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
531+ 19.54% |
$44.8K - $60.8K
|
3.25K
$361K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-3.04K- 11.53% |
$256K - $348K
|
23.3K
$2.59M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
408+ 1.89% |
$34.4K - $46.7K
|
22K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-272- 0.64% |
$22.9K - $31.1K
|
42K
$4.67M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.42K+ 6.27% |
$120K - $162K
|
24K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-269K- 13.88% |
$22.6M - $30.8M
|
1.67M
$185M
|
|
|
May 07, 2025
Q1 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-41.1K- 14.36% |
$3.46M - $4.7M
|
245K
$27.2M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-5.1K- 95.67% |
$430K - $584K
|
231
$25.7K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.29K- 10.01% |
$193K - $262K
|
20.6K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
25.8KNew |
$2.17M - $2.95M
|
25.8K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
29+ 38.67% |
$2.45K - $3.32K
|
104
$11.6K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
500+ 2.34% |
$42.2K - $57.3K
|
21.9K
$2.43M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-930- 11.47% |
$78.4K - $106K
|
7.18K
$798K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-791- 1.13% |
$66.7K - $90.6K
|
69.4K
$7.71M
|
|
|
May 06, 2025
Q1 2025
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
7.49K+ 16.5% |
$632K - $858K
|
52.9K
$5.88M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
871+ 9.03% |
$73.4K - $99.7K
|
10.5K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.69K+ 47.26% |
$142K - $193K
|
5.26K
$585K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-470- 5.62% |
$39.6K - $53.8K
|
7.9K
$878K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.18K+ 25.18% |
$99.8K - $136K
|
5.89K
$654K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
2.27KNew |
$191K - $260K
|
2.27K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
20+ 0.14% |
$1.69K - $2.29K
|
13.9K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
926+ 43.84% |
$78.1K - $106K
|
3.04K
$338K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
37.9KNew |
$3.2M - $4.34M
|
37.9K
$4.21M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
12.8KNew |
$1.08M - $1.46M
|
12.8K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-15.9K- 2.63% |
$1.34M - $1.82M
|
589K
$65.4M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 2.67% |
$1.69K - $2.29K
|
770
$85.6K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.95K+ 8.61% |
$333K - $452K
|
49.8K
$5.53M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-3.57K- 33.97% |
$301K - $409K
|
6.94K
$771K
|