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 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
45+ 0.16% |
$3.45K - $5.09K
|
29.1K
$2.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-759- 98.06% |
$58.3K - $85.8K
|
15
$1.37K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
31.7K+ 42.17% |
$2.43M - $3.59M
|
107K
$9.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
108+ 2.94% |
$8.29K - $12.2K
|
3.79K
$345K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.6K+ 5.91% |
$584K - $859K
|
136K
$12.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.11KNew |
$392K - $578K
|
5.11K
$465K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
224+ 172.31% |
$17.2K - $25.3K
|
354
$32.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
52+ 0.33% |
$3.99K - $5.88K
|
15.7K
$1.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.22% |
$384 - $565
|
2.3K
$209K
|
|
|
Jul 30, 2025
Q2 2025
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-53.1K- 4.97% |
$4.08M - $6M
|
1.02M
$92.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$537 - $791
|
7
$637
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-17- 13.39% |
$1.31K - $1.92K
|
110
$10K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
164+ 0.28% |
$12.6K - $18.5K
|
59.7K
$5.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
10.5K+ 40.38% |
$806K - $1.19M
|
36.5K
$3.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.51K+ 2.66% |
$193K - $284K
|
96.8K
$8.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.08K+ 20.19% |
$82.8K - $122K
|
6.42K
$585K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-3.66K- 15.72% |
$281K - $414K
|
19.6K
$1.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-1.82K- 36.26% |
$140K - $206K
|
3.2K
$292K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
13K+ 7.81% |
$998K - $1.47M
|
179K
$16.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
708+ 13.69% |
$54.4K - $80K
|
5.88K
$535K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.02K- 7.11% |
$462K - $681K
|
78.7K
$7.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
16.3K+ 7.01% |
$1.25M - $1.84M
|
249K
$22.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.26K+ 27.02% |
$174K - $256K
|
10.6K
$969K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-88.4K- 9.99% |
$6.78M - $9.99M
|
796K
$72.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.34KNew |
$180K - $265K
|
2.34K
$213K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.57% |
$7.68K - $11.3K
|
17.8K
$1.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 41.94% |
$998 - $1.47K
|
44
$4.01K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 2.17% |
$76.8 - $113
|
45
$4.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
18+ 22.22% |
$1.38K - $2.04K
|
99
$9.01K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.25% |
$537 - $791
|
2.8K
$255K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-437- 17.95% |
$33.5K - $49.4K
|
2K
$182K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19+ 158.33% |
$1.46K - $2.15K
|
31
$2.82K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.41% |
$7.68K - $11.3K
|
24.4K
$2.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.94KNew |
$149K - $219K
|
1.94K
$177K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
34.6KNew |
$2.65M - $3.91M
|
34.6K
$3.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2K+ 10.9% |
$154K - $226K
|
20.4K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$154 - $226
|
3
$273
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.53KNew |
$578K - $852K
|
7.53K
$686K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$154 - $226
|
4
$364
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.81K- 21.22% |
$139K - $205K
|
6.74K
$613K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.94KNew |
$149K - $219K
|
1.94K
$177K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-24.4K- 98.87% |
$1.87M - $2.76M
|
279
$25.4K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
3.26KNew |
$250K - $369K
|
3.26K
$297K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.81K- 21.22% |
$139K - $205K
|
6.74K
$613K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
52+ 2.05% |
$3.99K - $5.88K
|
2.59K
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-752- 1.98% |
$57.7K - $85K
|
37.2K
$3.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-404- 12.44% |
$31K - $45.7K
|
2.84K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-858- 13.67% |
$65.9K - $97K
|
5.42K
$493K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
536+ 22.27% |
$41.1K - $60.6K
|
2.94K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
39+ 1.4% |
$2.99K - $4.41K
|
2.83K
$258K
|