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 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
38New |
$3.2K - $4.35K
|
38
$3.7K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
33+ 1.14% |
$2.78K - $3.78K
|
2.93K
$286K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
33+ 20.37% |
$2.78K - $3.78K
|
195
$19K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29+ 13.43% |
$2.45K - $3.32K
|
245
$23.9K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$2.11K - $2.86K
|
25
$2.44K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24+ 22.64% |
$2.02K - $2.75K
|
130
$12.7K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24New |
$2.02K - $2.75K
|
24
$2.34K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 2.67% |
$1.69K - $2.29K
|
770
$75K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
20+ 0.14% |
$1.69K - $2.29K
|
13.9K
$1.35M
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20New |
$1.69K - $2.29K
|
20
$1.95K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
18New |
$1.52K - $2.06K
|
18
$1.75K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 11.51% |
$1.35K - $1.83K
|
155
$15.1K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16New |
$1.35K - $1.83K
|
16
$1.56K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 5.43% |
$1.26K - $1.72K
|
291
$28.3K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15+ 0.63% |
$1.26K - $1.72K
|
2.39K
$233K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 17.39% |
$1.01K - $1.37K
|
81
$7.89K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9New |
$759 - $1.03K
|
9
$877
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7+ 1.82% |
$590 - $802
|
391
$38.1K
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$590 - $802
|
7
$682
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7New |
$590 - $802
|
7
$682
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
3New |
$253 - $344
|
3
$292
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3+ 0.86% |
$253 - $344
|
353
$34.4K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3New |
$253 - $344
|
3
$292
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$169 - $229
|
2
$195
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 200.0% |
$169 - $229
|
3
$292
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 2.3% |
$169 - $229
|
89
$8.67K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2+ 200.0% |
$169 - $229
|
3
$292
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 5.71% |
$169 - $229
|
37
$3.6K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
107MNew |
$8.4B - $11.2B
|
107M
$10.5B
|
|
Feb 14, 2025
Q4 2024
|
Iron Triangle Partners LP
Cos Cob, CT |
BUY
|
- |
336KNew |
$26.2M - $35.1M
|
336K
$32.7M
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
145KNew |
$11.3M - $15.2M
|
145K
$14.1M
|
|
Feb 11, 2025
Q4 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
83.6KNew |
$6.54M - $8.75M
|
83.6K
$8.15M
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
70.2KNew |
$5.48M - $7.34M
|
70.2K
$6.83M
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
64.7KNew |
$5.06M - $6.78M
|
64.7K
$6.31M
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
51.7KNew |
$4.04M - $5.41M
|
51.7K
$5.03M
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
45KNew |
$3.52M - $4.71M
|
45K
$4.38M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
38.8KNew |
$3.03M - $4.06M
|
38.8K
$3.78M
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
27.5KNew |
$2.15M - $2.88M
|
27.5K
$2.68M
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
17.3KNew |
$1.35M - $1.81M
|
17.3K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
15.6KNew |
$1.22M - $1.64M
|
15.6K
$1.52M
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
15.1KNew |
$1.18M - $1.58M
|
15.1K
$1.47M
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.6KNew |
$904K - $1.21M
|
11.6K
$1.13M
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10KNew |
$782K - $1.05M
|
10K
$974K
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.12KNew |
$713K - $954K
|
9.12K
$888K
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.95K+ 6.25% |
$543K - $727K
|
118K
$11.5M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.65K+ 28.4% |
$442K - $591K
|
25.5K
$2.49M
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.58KNew |
$436K - $584K
|
5.58K
$544K
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.82K+ 3.68% |
$377K - $504K
|
136K
$13.2M
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.5KNew |
$352K - $471K
|
4.5K
$438K
|