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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
800New |
$32.9K - $54.1K
|
800
$81.3K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Nvwm, LLC
|
BUY
|
- |
29.7KNew |
$1.64M - $2.43M
|
29.7K
$3.02M
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9New |
$499 - $738
|
9
$915
|
|
| Q2 2019 | |||||||
|
Jul 24, 2019
Q2 2019
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
5KNew |
$311K - $392K
|
5K
$508K
|
|
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
4.91KNew |
$305K - $384K
|
4.91K
$499K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
2.29K+ 43.96% |
$121K - $193K
|
7.49K
$761K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
19.2KNew |
$1.43M - $1.87M
|
19.2K
$1.96M
|
|
| Q2 2018 | |||||||
|
Jul 24, 2018
Q2 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.74KNew |
$165K - $224K
|
2.74K
$278K
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
88New |
$5.31K - $7.19K
|
88
$8.95K
|
|
| Q1 2018 | |||||||
|
Apr 18, 2018
Q1 2018
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
1.5KNew |
$69.7K - $100K
|
1.5K
$152K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
277KNew |
$12.1M - $14.9M
|
277K
$28.1M
|
|
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$4.37K - $5.4K
|
100
$10.2K
|
|