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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.63KNew |
$174K - $220K
|
2.63K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.18K+ 8.96% |
$77.9K - $98.3K
|
14.3K
$1.46M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
517New |
$34.2K - $43.2K
|
517
$52.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
489New |
$32.4K - $40.8K
|
489
$49.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
345New |
$22.8K - $28.8K
|
345
$35.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
303New |
$20K - $25.3K
|
303
$30.8K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
196+ 1.59% |
$13K - $16.4K
|
12.5K
$1.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
190New |
$12.6K - $15.9K
|
190
$19.3K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
184+ 0.14% |
$12.2K - $15.4K
|
135K
$13.7M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
150New |
$9.93K - $12.5K
|
150
$15.2K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 0.58% |
$6.62K - $8.35K
|
17.3K
$1.76M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
90New |
$5.96K - $7.52K
|
90
$9.15K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
44New |
$2.91K - $3.68K
|
44
$4.47K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
25New |
$1.65K - $2.09K
|
25
$2.54K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
80.8K+ 808.0% |
$5.05M - $6.15M
|
90.8K
$9.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
75.1KNew |
$4.69M - $5.72M
|
75.1K
$7.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
68.3KNew |
$4.26M - $5.2M
|
68.3K
$6.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
67.4KNew |
$4.21M - $5.13M
|
67.4K
$6.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
20.7K+ 37.91% |
$1.29M - $1.57M
|
75.2K
$7.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12KNew |
$752K - $916K
|
12K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11.2KNew |
$697K - $850K
|
11.2K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
9.47KNew |
$591K - $721K
|
9.47K
$963K
|
|
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
9KNew |
$562K - $685K
|
9K
$915K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
7.5KNew |
$468K - $571K
|
7.5K
$762K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.98KNew |
$311K - $379K
|
4.98K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.8KNew |
$237K - $289K
|
3.8K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.52KNew |
$220K - $268K
|
3.52K
$358K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.21KNew |
$138K - $169K
|
2.21K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
911New |
$56.9K - $69.4K
|
911
$92.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
435New |
$27.2K - $33.1K
|
435
$44.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
404New |
$25.2K - $30.8K
|
404
$41.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
243+ 7.01% |
$15.2K - $18.5K
|
3.71K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
234New |
$14.6K - $17.8K
|
234
$23.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
180New |
$11.2K - $13.7K
|
180
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
86+ 172.0% |
$5.37K - $6.55K
|
136
$13.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
43New |
$2.68K - $3.27K
|
43
$4.37K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35+ 26.12% |
$2.19K - $2.66K
|
169
$17.2K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
30New |
$1.87K - $2.28K
|
30
$3.05K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
21New |
$1.31K - $1.6K
|
21
$2.13K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2New |
$125 - $152
|
2
$203
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
442KNew |
$27.2M - $33.4M
|
442K
$44.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
181KNew |
$11.1M - $13.7M
|
181K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
65.4KNew |
$4.03M - $4.94M
|
65.4K
$6.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
53.8KNew |
$3.31M - $4.07M
|
53.8K
$5.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
28KNew |
$1.72M - $2.12M
|
28K
$2.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
11.8KNew |
$724K - $889K
|
11.8K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.5KNew |
$649K - $796K
|
10.5K
$1.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
9.74KNew |
$600K - $736K
|
9.74K
$990K
|
|