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 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-7.92K- 30.34% |
$668K - $907K
|
18.2K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
39.8K+ 9.07% |
$3.35M - $4.55M
|
478K
$48.4M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
642+ 1365.96% |
$54.1K - $73.5K
|
689
$69.7K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24+ 22.64% |
$2.02K - $2.75K
|
130
$13.1K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
33.8K+ 50.7% |
$2.85M - $3.88M
|
101K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-41.7K- 18.24% |
$3.52M - $4.78M
|
187K
$18.9M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
59+ 2.64% |
$4.97K - $6.76K
|
2.29K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15+ 0.63% |
$1.26K - $1.72K
|
2.39K
$242K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
38K+ 37.14% |
$3.2M - $4.35M
|
140K
$14.2M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.85K- 1.93% |
$156K - $212K
|
94.3K
$9.54M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-506- 2.0% |
$42.7K - $57.9K
|
24.8K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.41% |
$8.43K - $11.5K
|
24.3K
$2.46M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-702- 11.61% |
$59.2K - $80.4K
|
5.34K
$540K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Investment Management Group LLC
|
BUY
|
- |
19K+ 1.81% |
$1.6M - $2.18M
|
1.07M
$108M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
410+ 14.25% |
$34.6K - $46.9K
|
3.29K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7New |
$590 - $802
|
7
$708
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-19- 10.0% |
$1.6K - $2.18K
|
171
$17.3K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-49- 1.72% |
$4.13K - $5.61K
|
2.79K
$283K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-96- 8.28% |
$8.09K - $11K
|
1.06K
$108K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2+ 200.0% |
$169 - $229
|
3
$303
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-14K- 30.55% |
$1.18M - $1.61M
|
31.9K
$3.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-310- 8.83% |
$26.1K - $35.5K
|
3.2K
$324K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
175+ 7.84% |
$14.8K - $20K
|
2.41K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-40- 1.08% |
$3.37K - $4.58K
|
3.68K
$372K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
33+ 20.37% |
$2.78K - $3.78K
|
195
$19.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.02K- 10.36% |
$86K - $117K
|
8.82K
$892K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-79- 1.35% |
$6.66K - $9.05K
|
5.79K
$586K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.18K- 7.27% |
$99.2K - $135K
|
15K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
136+ 1.11% |
$11.5K - $15.6K
|
12.4K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.97K- 2.13% |
$166K - $225K
|
90.4K
$9.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.54KNew |
$214K - $291K
|
2.54K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.9K+ 12.13% |
$1.17M - $1.59M
|
129K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16New |
$1.35K - $1.83K
|
16
$1.62K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
261+ 4.32% |
$22K - $29.9K
|
6.3K
$637K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-153K- 7.34% |
$12.9M - $17.5M
|
1.93M
$195M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
508+ 16.24% |
$42.8K - $58.2K
|
3.64K
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-51.7K- 13.06% |
$4.36M - $5.92M
|
344K
$34.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
233KNew |
$19.6M - $26.6M
|
233K
$23.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 0.01% |
$590 - $802
|
53.6K
$5.42M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-33- 2.96% |
$2.78K - $3.78K
|
1.08K
$109K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4.79K+ 25.16% |
$404K - $549K
|
23.8K
$2.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.56% |
$8.43K - $11.5K
|
17.7K
$1.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.87K+ 1.47% |
$327K - $443K
|
267K
$27M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.17KNew |
$436K - $592K
|
5.17K
$523K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
22K+ 47.9% |
$1.85M - $2.52M
|
67.9K
$6.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-108- 2.8% |
$9.11K - $12.4K
|
3.75K
$379K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
2.12K+ 2.57% |
$179K - $243K
|
84.7K
$8.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.72K- 4.31% |
$145K - $196K
|
38.1K
$3.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-10.1K- 9.72% |
$847K - $1.15M
|
93.3K
$9.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29+ 13.43% |
$2.45K - $3.32K
|
245
$24.8K
|