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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.37KNew |
$92.9K - $118K
|
1.37K
$151K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 66.67% |
$136 - $173
|
5
$552
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3+ 0.05% |
$204 - $260
|
6.4K
$707K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.54KNew |
$173K - $220K
|
2.54K
$281K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
303+ 2.33% |
$20.6K - $26.2K
|
13.3K
$1.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.36K- 92.05% |
$228K - $291K
|
290
$32K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
57+ 43.85% |
$3.87K - $4.94K
|
187
$20.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-454- 25.41% |
$30.9K - $39.3K
|
1.33K
$147K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
222New |
$15.1K - $19.2K
|
222
$24.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.91K+ 1.28% |
$130K - $166K
|
151K
$16.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 100.0% |
$2.38K - $3.03K
|
70
$7.73K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$476 - $606
|
7
$773
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.33K- 26.46% |
$362K - $462K
|
14.8K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-35- 0.22% |
$2.38K - $3.03K
|
15.7K
$1.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6New |
$408 - $520
|
6
$663
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
722+ 18.76% |
$49.1K - $62.5K
|
4.57K
$505K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2New |
$136 - $173
|
2
$221
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$680 - $866
|
10
$1.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8- 0.01% |
$544 - $693
|
67.8K
$7.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.13KNew |
$349K - $444K
|
5.13K
$566K
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
2.88KNew |
$196K - $249K
|
2.88K
$318K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
473New |
$32.2K - $41K
|
473
$52.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.71K+ 18.6% |
$252K - $321K
|
23.6K
$2.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
217+ 0.33% |
$14.8K - $18.8K
|
66.2K
$7.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.35% |
$136 - $173
|
577
$63.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-323- 8.16% |
$22K - $28K
|
3.64K
$401K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-72- 1.3% |
$4.89K - $6.24K
|
5.46K
$603K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.4K+ 19.75% |
$231K - $295K
|
20.6K
$2.28M
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.84KNew |
$291K - $334K
|
3.84K
$424K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
188+ 7.03% |
$14.3K - $16.3K
|
2.86K
$316K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23+ 11.0% |
$1.74K - $2K
|
232
$25.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
56.8KNew |
$4.31M - $4.94M
|
56.8K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.7KNew |
$204K - $234K
|
2.7K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-55.6K- 37.9% |
$4.22M - $4.84M
|
91.1K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.8KNew |
$288K - $330K
|
3.8K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-598- 0.96% |
$45.4K - $52K
|
61.5K
$6.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
60KNew |
$4.55M - $5.22M
|
60K
$6.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-32.8K- 77.01% |
$2.49M - $2.85M
|
9.8K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
948+ 28.09% |
$71.9K - $82.4K
|
4.32K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
15New |
$1.14K - $1.3K
|
15
$1.66K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
850New |
$64.5K - $73.9K
|
850
$93.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100Closed |
$7.58K - $8.69K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
8.68KNew |
$658K - $755K
|
8.68K
$958K
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
117KNew |
$8.87M - $10.2M
|
117K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 142.86% |
$1.52K - $1.74K
|
34
$3.75K
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.08K- 41.28% |
$310K - $355K
|
5.81K
$641K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-278- 17.33% |
$21.1K - $24.2K
|
1.33K
$146K
|
|
|
Aug 13, 2024
Q2 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-2.71K- 4.48% |
$206K - $236K
|
57.7K
$6.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-187K- 1.71% |
$14.2M - $16.2M
|
10.7M
$1.19B
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
98+ 350.0% |
$7.43K - $8.52K
|
126
$13.9K
|
|