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 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
18+ 2.12% |
$1.38K - $2.04K
|
866
$80.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
172+ 232.43% |
$13.2K - $19.4K
|
246
$22.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-947- 16.93% |
$72.7K - $107K
|
4.65K
$430K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 0.01% |
$537 - $791
|
53.6K
$4.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
550New |
$42.2K - $62.2K
|
550
$50.9K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
34+ 0.53% |
$2.61K - $3.84K
|
6.45K
$597K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-487- 7.63% |
$37.4K - $55.1K
|
5.89K
$546K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
131New |
$10.1K - $14.8K
|
131
$12.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.92KNew |
$224K - $330K
|
2.92K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
9.7K+ 24.92% |
$745K - $1.1M
|
48.6K
$4.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
525+ 8.69% |
$40.3K - $59.4K
|
6.57K
$608K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.42K+ 19.2% |
$186K - $274K
|
15K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-895- 4.35% |
$68.7K - $101K
|
19.7K
$1.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11KNew |
$85.1K - $125K
|
1.11K
$103K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
54+ 31.95% |
$4.15K - $6.11K
|
223
$20.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
133+ 41.3% |
$10.2K - $15K
|
455
$42.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
265+ 22.42% |
$20.3K - $30K
|
1.45K
$134K
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
885+ 36.95% |
$74.6K - $101K
|
3.28K
$304K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-65- 1.64% |
$5.48K - $7.44K
|
3.91K
$362K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
3New |
$253 - $344
|
3
$278
|
|
|
May 27, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
17.7KNew |
$1.49M - $2.03M
|
17.7K
$1.64M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
267+ 15.51% |
$22.5K - $30.6K
|
1.99K
$184K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250New |
$21.1K - $28.6K
|
250
$23.2K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.99K+ 1.63% |
$505K - $686K
|
373K
$34.5M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.32K+ 302.35% |
$533K - $723K
|
8.41K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
11KNew |
$925K - $1.26M
|
11K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-61.9K- 25.37% |
$5.22M - $7.09M
|
182K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.29K- 1.3% |
$109K - $148K
|
97.7K
$9.05M
|
|
|
May 15, 2025
Q1 2025
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
108K+ 35.24% |
$9.09M - $12.3M
|
414K
$38.3M
|
|
|
May 15, 2025
Q1 2025
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
49.8K+ 133.87% |
$4.2M - $5.7M
|
87K
$8.06M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.87K- 46.9% |
$326K - $443K
|
4.38K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
278New |
$23.4K - $31.8K
|
278
$25.8K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
BUY
|
- |
200+ 3.51% |
$16.9K - $22.9K
|
5.9K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9.25K+ 323.55% |
$780K - $1.06M
|
12.1K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
2.36KNew |
$199K - $270K
|
2.36K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
33.3KNew |
$2.81M - $3.82M
|
33.3K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$169 - $229
|
2
$185
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
885+ 36.95% |
$74.6K - $101K
|
3.28K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
30K+ 13.02% |
$2.53M - $3.43M
|
260K
$24.1M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-5.27K- 7.12% |
$444K - $603K
|
68.8K
$6.37M
|
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
14.4K+ 15.74% |
$1.21M - $1.65M
|
106K
$9.81M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-163K- 86.77% |
$13.8M - $18.7M
|
24.9K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Eversept Partners, LP
New York, NY |
SELL
|
- |
-34.7K- 8.98% |
$2.93M - $3.98M
|
352K
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
4K+ 50.0% |
$337K - $458K
|
12K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.9KNew |
$1.09M - $1.48M
|
12.9K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
First Turn Management, LLC
Del Mar, CA |
SELL
|
- |
-41.9K- 33.29% |
$3.53M - $4.8M
|
84K
$7.78M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90.4K+ 14.91% |
$7.62M - $10.3M
|
697K
$64.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
611K+ 76.65% |
$51.5M - $69.9M
|
1.41M
$130M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3+ 0.86% |
$253 - $344
|
353
$32.7K
|
|