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 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
31New |
$2.38K - $3.5K
|
31
$2.82K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
11New |
$844 - $1.24K
|
11
$1K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1K- 4.44% |
$76.8K - $113K
|
21.5K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-188- 5.07% |
$14.4K - $21.3K
|
3.52K
$321K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-922- 4.14% |
$70.8K - $104K
|
21.3K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-10.8K- 22.83% |
$826K - $1.22M
|
36.3K
$3.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
552+ 283.08% |
$42.4K - $62.4K
|
747
$68K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$154 - $226
|
2
$182
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
753+ 25100.0% |
$57.8K - $85.1K
|
756
$68.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2New |
$154 - $226
|
2
$182
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-11- 61.11% |
$844 - $1.24K
|
7
$637
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-36.7K- 14.97% |
$2.81M - $4.15M
|
208K
$19M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
120+ 134.83% |
$9.21K - $13.6K
|
209
$19K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 200.0% |
$461 - $678
|
9
$819
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$307 - $452
|
4
$364
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.74KNew |
$671K - $988K
|
8.74K
$796K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 43.09% |
$4.07K - $5.99K
|
176
$16K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-660- 3.63% |
$50.7K - $74.6K
|
17.5K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Homestead Advisers Corp
|
BUY
|
- |
26.9KNew |
$2.07M - $3.04M
|
26.9K
$2.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-10.5K- 34.53% |
$808K - $1.19M
|
20K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.48% |
$7.68K - $11.3K
|
20.8K
$1.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Montanaro Asset Management LTD
|
BUY
|
- |
12.8K+ 83.66% |
$983K - $1.45M
|
28.1K
$2.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3K- 16.28% |
$230K - $339K
|
15.4K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-658- 5.16% |
$50.5K - $74.4K
|
12.1K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-2.05K- 37.18% |
$157K - $232K
|
3.47K
$316K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
408+ 119.3% |
$31.3K - $46.1K
|
750
$68.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
7.06KNew |
$542K - $798K
|
7.06K
$642K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2New |
$154 - $226
|
2
$182
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 1.66% |
$1.38K - $2.04K
|
1.06K
$96.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
863New |
$66.3K - $97.6K
|
863
$78.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
5.18K+ 13.13% |
$397K - $585K
|
44.6K
$4.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
446+ 12.09% |
$34.2K - $50.4K
|
4.14K
$376K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.06K+ 2587.8% |
$81.5K - $120K
|
1.1K
$100K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
403+ 0.19% |
$30.9K - $45.6K
|
215K
$19.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-110- 3.44% |
$8.44K - $12.4K
|
3.09K
$281K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
4.6K+ 40.71% |
$353K - $520K
|
15.9K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-419- 7.12% |
$32.2K - $47.4K
|
5.47K
$498K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.5K+ 183.62% |
$1.11M - $1.64M
|
22.4K
$2.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-50- 0.13% |
$3.84K - $5.65K
|
38.1K
$3.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
3.34K+ 4.91% |
$256K - $377K
|
71.2K
$6.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Geneva Capital Management LLC
|
BUY
|
- |
64.5K+ 6.18% |
$4.95M - $7.29M
|
1.11M
$101M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-112K- 28.06% |
$8.63M - $12.7M
|
288K
$26.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-678- 2.85% |
$52.1K - $76.7K
|
23.2K
$2.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
2.45K+ 2.62% |
$188K - $277K
|
95.8K
$8.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-3.84K- 3.24% |
$295K - $434K
|
115K
$10.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-11.9K- 9.49% |
$914K - $1.35M
|
114K
$10.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2New |
$154 - $226
|
2
$182
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
313New |
$24K - $35.4K
|
313
$28.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-15.3K- 88.51% |
$1.18M - $1.73M
|
1.99K
$181K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.02K- 71.33% |
$78.3K - $115K
|
410
$37.3K
|