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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 50.0% |
$84.3 - $115
|
1
$111
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
897+ 40.04% |
$75.6K - $103K
|
3.14K
$349K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.9K+ 44.66% |
$329K - $446K
|
12.6K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-2.42K- 10.5% |
$204K - $277K
|
20.6K
$2.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10K- 13.34% |
$844K - $1.15M
|
65K
$7.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
759+ 5060.0% |
$64K - $86.9K
|
774
$86K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 40.0% |
$3.37K - $4.58K
|
140
$15.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-957- 14.61% |
$80.7K - $110K
|
5.59K
$622K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-17- 0.6% |
$1.43K - $1.95K
|
2.79K
$310K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 2.43% |
$2.36K - $3.21K
|
1.18K
$131K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
241+ 8033.33% |
$20.3K - $27.6K
|
244
$27.1K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
322New |
$27.2K - $36.9K
|
322
$35.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 5.63% |
$759 - $1.03K
|
169
$18.8K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11K- 90.61% |
$862K - $1.15M
|
1.14K
$127K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.69K- 1.0% |
$210K - $281K
|
267K
$29.7M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-500- 4.42% |
$39.1K - $52.3K
|
10.8K
$1.2M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
47New |
$3.67K - $4.92K
|
47
$5.22K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.49KNew |
$195K - $261K
|
2.49K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-54.2K- 8.99% |
$4.24M - $5.67M
|
549K
$61M
|
|
|
Feb 14, 2025
Q4 2024
|
Iron Triangle Partners LP
Cos Cob, CT |
BUY
|
- |
336KNew |
$26.2M - $35.1M
|
336K
$37.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
64.7KNew |
$5.06M - $6.78M
|
64.7K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-109- 1.17% |
$8.52K - $11.4K
|
9.19K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.12KNew |
$713K - $954K
|
9.12K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
45KNew |
$3.52M - $4.71M
|
45K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 32.91% |
$87.1K - $117K
|
4.5K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
66+ 1.86% |
$5.16K - $6.91K
|
3.61K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.6KNew |
$904K - $1.21M
|
11.6K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-4.35K- 28.59% |
$340K - $456K
|
10.9K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
145KNew |
$11.3M - $15.2M
|
145K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
14+ 22.95% |
$1.09K - $1.47K
|
75
$8.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
933New |
$72.9K - $97.6K
|
933
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7- 0.71% |
$547 - $733
|
975
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.5KNew |
$352K - $471K
|
4.5K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
2.77KNew |
$217K - $290K
|
2.77K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
15.6KNew |
$1.22M - $1.64M
|
15.6K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
300New |
$23.5K - $31.4K
|
300
$33.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-896- 8.25% |
$70K - $93.8K
|
9.97K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10New |
$782 - $1.05K
|
10
$1.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.58KNew |
$436K - $584K
|
5.58K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
17.3KNew |
$1.35M - $1.81M
|
17.3K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-185Closed |
$14.5K - $19.4K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.93K- 41.6% |
$385K - $516K
|
6.92K
$769K
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-112K- 94.37% |
$8.74M - $11.7M
|
6.67K
$741K
|
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
51.7KNew |
$4.04M - $5.41M
|
51.7K
$5.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
51+ 5.39% |
$3.99K - $5.34K
|
997
$111K
|
|
|
Feb 11, 2025
Q4 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
83.6KNew |
$6.54M - $8.75M
|
83.6K
$9.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.64K+ 17.64% |
$284K - $381K
|
24.2K
$2.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.14KNew |
$167K - $224K
|
2.14K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-165- 2.44% |
$12.9K - $17.3K
|
6.6K
$734K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
70.2KNew |
$5.48M - $7.34M
|
70.2K
$7.8M
|
|