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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
600+ 0.93% |
$34.2K - $44.1K
|
65.4K
$6.37M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
6New |
$342 - $441
|
6
$584
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
25.1KNew |
$1.36M - $1.8M
|
25.1K
$2.44M
|
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
15.4KNew |
$831K - $1.1M
|
15.4K
$1.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.25KNew |
$447K - $591K
|
8.25K
$804K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
926+ 26.73% |
$50.1K - $66.3K
|
4.39K
$428K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
170New |
$9.2K - $12.2K
|
170
$16.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
25+ 0.7% |
$1.35K - $1.79K
|
3.62K
$353K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$108 - $143
|
2
$195
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Rheos Capital Works Inc.
|
BUY
|
- |
44.2K+ 25.85% |
$2.01M - $2.98M
|
215K
$21M
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
4KNew |
$182K - $270K
|
4K
$390K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
200New |
$9.08K - $13.5K
|
200
$19.5K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Cinctive Capital Management LP
New York, NY |
BUY
|
PUT |
30KNew |
$1.19M - $2.09M
|
30K
$2.92M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42New |
$1.66K - $2.92K
|
42
$4.09K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
16.1K+ 80.5% |
$984K - $1.33M
|
36.1K
$3.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
9.65KNew |
$590K - $797K
|
9.65K
$940K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7New |
$428 - $579
|
7
$682
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
17.2KNew |
$1.14M - $1.45M
|
17.2K
$1.67M
|
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
17K+ 186.81% |
$1.13M - $1.44M
|
26.1K
$2.54M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.49KNew |
$231K - $295K
|
3.49K
$340K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
16New |
$1.06K - $1.35K
|
16
$1.56K
|
|
| Q4 2020 | |||||||
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
175New |
$9K - $13K
|
175
$17K
|
|
| Q2 2020 | |||||||
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
800New |
$32.9K - $54.1K
|
800
$77.9K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Nvwm, LLC
|
BUY
|
- |
29.7KNew |
$1.64M - $2.43M
|
29.7K
$2.89M
|
|
| Q2 2019 | |||||||
|
Jul 24, 2019
Q2 2019
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
5KNew |
$311K - $392K
|
5K
$487K
|
|
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
4.91KNew |
$305K - $384K
|
4.91K
$478K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
2.29K+ 43.96% |
$121K - $193K
|
7.49K
$729K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
19.2KNew |
$1.43M - $1.87M
|
19.2K
$1.87M
|
|
| Q2 2018 | |||||||
|
Jul 24, 2018
Q2 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.74KNew |
$165K - $224K
|
2.74K
$267K
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
88New |
$5.31K - $7.19K
|
88
$8.57K
|
|
| Q1 2018 | |||||||
|
Apr 18, 2018
Q1 2018
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
1.5KNew |
$69.7K - $100K
|
1.5K
$146K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
277KNew |
$12.1M - $14.9M
|
277K
$27M
|
|
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$4.37K - $5.4K
|
100
$9.74K
|
|