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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
19New |
$1.29K - $1.65K
|
19
$1.95K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-11.4K- 54.55% |
$775K - $987K
|
9.5K
$973K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
328+ 27.42% |
$22.3K - $28.4K
|
1.52K
$156K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.19K- 19.52% |
$149K - $190K
|
9.03K
$925K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
3.73K+ 457.55% |
$253K - $323K
|
4.54K
$465K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-177- 23.14% |
$12K - $15.3K
|
588
$60.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.69K+ 15.54% |
$183K - $233K
|
20K
$2.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-95.2K- 28.19% |
$6.47M - $8.24M
|
242K
$24.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
182+ 5.0% |
$12.4K - $15.8K
|
3.82K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$272 - $346
|
4
$410
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.38K- 11.73% |
$298K - $380K
|
33K
$3.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.31K- 5.49% |
$157K - $200K
|
39.8K
$4.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 0.49% |
$6.8K - $8.66K
|
20.5K
$2.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-1.29K- 0.68% |
$87.4K - $111K
|
189K
$19.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
70New |
$4.76K - $6.06K
|
70
$7.17K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
344+ 5.61% |
$23.4K - $29.8K
|
6.48K
$663K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
7.21K+ 20.63% |
$490K - $624K
|
42.1K
$4.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14+ 35.0% |
$952 - $1.21K
|
54
$5.53K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-39K- 3.03% |
$2.65M - $3.38M
|
1.25M
$128M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
237+ 423.21% |
$16.1K - $20.5K
|
293
$30K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-390- 2.16% |
$26.5K - $33.8K
|
17.7K
$1.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.27% |
$68 - $86.6
|
45
$4.61K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.15K+ 1.38% |
$77.9K - $99.3K
|
84K
$8.6M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.37KNew |
$92.9K - $118K
|
1.37K
$140K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
76K+ 18.79% |
$5.16M - $6.58M
|
480K
$49.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
268+ 0.24% |
$18.2K - $23.2K
|
113K
$11.6M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
685+ 7.24% |
$46.6K - $59.3K
|
10.1K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 66.67% |
$136 - $173
|
5
$512
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
60+ 20.13% |
$4.08K - $5.2K
|
358
$36.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 2.03% |
$34K - $43.3K
|
24.1K
$2.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
14+ 0.35% |
$952 - $1.21K
|
4.03K
$412K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-12- 10.26% |
$816 - $1.04K
|
105
$10.8K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3+ 0.05% |
$204 - $260
|
6.4K
$656K
|
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1.15K- 1.98% |
$78.2K - $99.7K
|
56.9K
$5.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.54KNew |
$173K - $220K
|
2.54K
$261K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.36K- 92.05% |
$228K - $291K
|
290
$29.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
57+ 43.85% |
$3.87K - $4.94K
|
187
$19.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
788+ 12.2% |
$53.6K - $68.3K
|
7.25K
$742K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
222New |
$15.1K - $19.2K
|
222
$22.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-454- 25.41% |
$30.9K - $39.3K
|
1.33K
$137K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
303+ 2.33% |
$20.6K - $26.2K
|
13.3K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 100.0% |
$2.38K - $3.03K
|
70
$7.17K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.91K+ 1.28% |
$130K - $166K
|
151K
$15.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$476 - $606
|
7
$717
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.33K- 26.46% |
$362K - $462K
|
14.8K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7+ 0.11% |
$476 - $606
|
6.53K
$669K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-84.3K- 7.51% |
$5.73M - $7.3M
|
1.04M
$106M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-35- 0.22% |
$2.38K - $3.03K
|
15.7K
$1.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6New |
$408 - $520
|
6
$615
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-60- 2.28% |
$4.08K - $5.2K
|
2.57K
$263K
|