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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
871+ 9.03% |
$73.4K - $99.7K
|
10.5K
$993K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
840New |
$70.8K - $96.2K
|
840
$79.3K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
817+ 17.94% |
$68.9K - $93.6K
|
5.37K
$507K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
759+ 5060.0% |
$64K - $86.9K
|
774
$73.1K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
738New |
$62.2K - $84.5K
|
738
$69.7K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
644+ 23.54% |
$54.3K - $73.7K
|
3.38K
$319K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
642+ 1365.96% |
$54.1K - $73.5K
|
689
$65K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
603+ 128.85% |
$50.8K - $69K
|
1.07K
$101K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
508+ 16.24% |
$42.8K - $58.2K
|
3.64K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
505+ 1.48% |
$42.6K - $57.8K
|
34.7K
$3.28M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
500+ 2.34% |
$42.2K - $57.3K
|
21.9K
$2.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
425+ 16.86% |
$35.8K - $48.7K
|
2.95K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
420+ 646.15% |
$35.4K - $48.1K
|
485
$45.8K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
420New |
$35.4K - $48.1K
|
420
$39.6K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
418+ 176.37% |
$35.2K - $47.9K
|
655
$61.8K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
408+ 1.89% |
$34.4K - $46.7K
|
22K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
395+ 14.66% |
$33.3K - $45.2K
|
3.09K
$292K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
388+ 7.11% |
$32.7K - $44.4K
|
5.84K
$551K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
360+ 3.68% |
$30.4K - $41.2K
|
10.1K
$956K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
318+ 13.54% |
$26.8K - $36.4K
|
2.67K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
278New |
$23.4K - $31.8K
|
278
$26.2K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
267+ 15.51% |
$22.5K - $30.6K
|
1.99K
$188K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
264+ 528.0% |
$22.3K - $30.2K
|
314
$29.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
261+ 4.32% |
$22K - $29.9K
|
6.3K
$594K
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
253+ 14.43% |
$21.3K - $29K
|
2.01K
$189K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250New |
$21.1K - $28.6K
|
250
$23.6K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
250+ 1.36% |
$21.1K - $28.6K
|
18.6K
$1.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
241+ 8033.33% |
$20.3K - $27.6K
|
244
$23K
|
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
BUY
|
- |
200+ 3.51% |
$16.9K - $22.9K
|
5.9K
$557K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
199New |
$16.8K - $22.8K
|
199
$18.8K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
192+ 9.73% |
$16.2K - $22K
|
2.17K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
173New |
$14.6K - $19.8K
|
173
$16.3K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
169+ 2.94% |
$14.3K - $19.4K
|
5.92K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
165+ 5.05% |
$13.9K - $18.9K
|
3.43K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
165New |
$13.9K - $18.9K
|
165
$15.6K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
159+ 1.19% |
$13.4K - $18.2K
|
13.5K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
150+ 7.69% |
$12.6K - $17.2K
|
2.1K
$198K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
136+ 1.11% |
$11.5K - $15.6K
|
12.4K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
133New |
$11.2K - $15.2K
|
133
$12.6K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
124+ 6.28% |
$10.5K - $14.2K
|
2.1K
$198K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
123+ 4.36% |
$10.4K - $14.1K
|
2.95K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
122+ 187.69% |
$10.3K - $14K
|
187
$17.6K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
112+ 1018.18% |
$9.44K - $12.8K
|
123
$11.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$8.43K - $11.5K
|
100
$9.44K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
89+ 38.36% |
$7.5K - $10.2K
|
321
$30.3K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
73New |
$6.16K - $8.36K
|
73
$6.89K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
60+ 2.27% |
$5.06K - $6.87K
|
2.7K
$255K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
59+ 2.64% |
$4.97K - $6.76K
|
2.29K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
55New |
$4.64K - $6.3K
|
55
$5.19K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50New |
$4.22K - $5.73K
|
50
$4.72K
|