Latest Institutional Purchases of Healthequity, Inc. (HQY)
This list provides information on the latest institutional transactions involving Healthequity, Inc. (HQY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Covea Finance
|
BUY
|
- |
18KNew |
$1.41M - $1.88M
|
18K
$1.84M
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
15.1KNew |
$1.18M - $1.58M
|
15.1K
$1.55M
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.73KNew |
$682K - $913K
|
8.73K
$894K
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.69KNew |
$445K - $595K
|
5.69K
$583K
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.97KNew |
$311K - $416K
|
3.97K
$407K
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.76K+ 4.83% |
$216K - $289K
|
59.8K
$6.13M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$212K - $284K
|
2.72K
$278K
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.43KNew |
$190K - $254K
|
2.43K
$249K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.38KNew |
$186K - $249K
|
2.38K
$243K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.24KNew |
$175K - $234K
|
2.24K
$229K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.01K+ 39.83% |
$79.1K - $106K
|
3.55K
$364K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
420+ 8.52% |
$32.8K - $44K
|
5.35K
$548K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
309+ 32.91% |
$24.2K - $32.3K
|
1.25K
$128K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
299+ 8.74% |
$23.4K - $31.3K
|
3.72K
$381K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
273+ 3.55% |
$21.3K - $28.6K
|
7.97K
$816K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
164+ 65.6% |
$12.8K - $17.2K
|
414
$42.4K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
65New |
$5.08K - $6.8K
|
65
$6.66K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64+ 1.75% |
$5K - $6.7K
|
3.71K
$380K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
57+ 0.95% |
$4.46K - $5.97K
|
6.04K
$618K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
43+ 1.54% |
$3.36K - $4.5K
|
2.84K
$291K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
32New |
$2.5K - $3.35K
|
32
$3.28K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 11.11% |
$1.25K - $1.67K
|
160
$16.4K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 4.51% |
$1.02K - $1.36K
|
301
$30.8K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
13+ 20.0% |
$1.02K - $1.36K
|
78
$7.99K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$235 - $314
|
3
$307
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
483K+ 6.64% |
$32.9M - $41.9M
|
7.76M
$795M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
252K+ 190.55% |
$17.1M - $21.8M
|
384K
$39.3M
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
227K+ 36.73% |
$15.4M - $19.6M
|
843K
$86.4M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
179K+ 7213.63% |
$12.2M - $15.5M
|
182K
$18.6M
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
173K+ 441.8% |
$11.8M - $15M
|
212K
$21.7M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
130K+ 7.49% |
$8.82M - $11.2M
|
1.86M
$191M
|
|
Nov 14, 2024
Q3 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
117KNew |
$7.93M - $10.1M
|
117K
$12M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
113K+ 209.32% |
$7.66M - $9.76M
|
166K
$17.1M
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
102K+ 348.07% |
$6.92M - $8.82M
|
131K
$13.4M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
76K+ 18.79% |
$5.16M - $6.58M
|
480K
$49.2M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
73.4K+ 33.33% |
$4.99M - $6.36M
|
294K
$30.1M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.8K+ 22.06% |
$4.81M - $6.13M
|
392K
$40.1M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.9K+ 10.49% |
$4.55M - $5.8M
|
705K
$72.2M
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
61.9K+ 26.36% |
$4.21M - $5.36M
|
297K
$30.4M
|
|
Nov 14, 2024
Q3 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
61.6K+ 22.38% |
$4.19M - $5.33M
|
337K
$34.5M
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
60.6K+ 15.09% |
$4.12M - $5.25M
|
462K
$47.4M
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
58.3KNew |
$3.96M - $5.05M
|
58.3K
$5.97M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
55.8K+ 3.58% |
$3.79M - $4.83M
|
1.61M
$165M
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
51K+ 0.58% |
$3.46M - $4.41M
|
8.88M
$909M
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
50.8KNew |
$3.45M - $4.4M
|
50.8K
$5.2M
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
48.5K+ 8.74% |
$3.29M - $4.2M
|
603K
$61.8M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
48K+ 29.79% |
$3.26M - $4.16M
|
209K
$21.4M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
46.6K+ 5.18% |
$3.17M - $4.04M
|
947K
$97M
|
|
Nov 13, 2024
Q3 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
45.8KNew |
$3.12M - $3.97M
|
45.8K
$4.69M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
43.1K+ 73.0% |
$2.93M - $3.73M
|
102K
$10.5M
|