Latest Institutional Sells of Healthequity, Inc. (HQY)
This list provides information on the latest institutional transactions involving Healthequity, Inc. (HQY) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-199K- 15.9% |
$15.5M - $20.8M
|
1.05M
$116M
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-165K- 87.4% |
$12.9M - $17.3M
|
23.8K
$2.63M
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-86.5K- 8.34% |
$6.77M - $9.06M
|
951K
$105M
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-85K- 10.07% |
$6.64M - $8.89M
|
758K
$83.7M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-84.5K- 17.59% |
$6.61M - $8.85M
|
396K
$43.7M
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-17.1K- 71.15% |
$1.34M - $1.79M
|
6.93K
$765K
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-11K- 19.33% |
$860K - $1.15M
|
45.9K
$5.07M
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-9.41K- 8.34% |
$736K - $985K
|
103K
$11.4M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9K- 40.23% |
$703K - $942K
|
13.4K
$1.48M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.22K- 53.26% |
$486K - $651K
|
5.46K
$602K
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.45K- 1.72% |
$113K - $151K
|
82.6K
$9.12M
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.37K- 5.62% |
$107K - $143K
|
23K
$2.54M
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.22K- 3.71% |
$95.6K - $128K
|
31.8K
$3.51M
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-876- 21.88% |
$68.5K - $91.7K
|
3.13K
$345K
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-695- 9.59% |
$54.3K - $72.7K
|
6.55K
$723K
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-663- 10.15% |
$51.8K - $69.4K
|
5.87K
$648K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-570- 14.15% |
$44.6K - $59.7K
|
3.46K
$382K
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-565- 13.87% |
$44.2K - $59.1K
|
3.51K
$388K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-431- 6.66% |
$33.7K - $45.1K
|
6.05K
$667K
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-261- 0.35% |
$20.4K - $27.3K
|
73.3K
$8.09M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-212- 67.3% |
$16.6K - $22.2K
|
103
$11.4K
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-190- 1.87% |
$14.9K - $19.9K
|
9.96K
$1.1M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-185- 3.75% |
$14.5K - $19.4K
|
4.75K
$525K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-109- 3.73% |
$8.52K - $11.4K
|
2.81K
$310K
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-98- 2.5% |
$7.66K - $10.3K
|
3.83K
$422K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-95- 0.1% |
$7.43K - $9.94K
|
92.3K
$10.2M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-53- 14.8% |
$4.14K - $5.55K
|
305
$33.7K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-42- 35.9% |
$3.28K - $4.4K
|
75
$8.28K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-32- 32.99% |
$2.5K - $3.35K
|
65
$7.18K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-28- 0.22% |
$2.19K - $2.93K
|
12.7K
$1.4M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17- 7.52% |
$1.33K - $1.78K
|
209
$23.1K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-15- 50.0% |
$1.17K - $1.57K
|
15
$1.66K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-12- 0.18% |
$938 - $1.26K
|
6.55K
$724K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8- 0.31% |
$625 - $837
|
2.56K
$283K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6- 0.33% |
$469 - $628
|
1.83K
$202K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 15.38% |
$156 - $209
|
11
$1.21K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1- 2.17% |
$78.2 - $105
|
45
$4.97K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-252K- 17.19% |
$17.1M - $21.8M
|
1.22M
$134M
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-202K- 18.36% |
$13.7M - $17.5M
|
899K
$99.3M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-186K- 92.2% |
$12.7M - $16.2M
|
15.8K
$1.74M
|
|
Nov 14, 2024
Q3 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-135K- 12.05% |
$9.18M - $11.7M
|
986K
$109M
|
|
Nov 14, 2024
Q3 2024
|
Eversept Partners, LP
New York, NY |
SELL
|
- |
-94.5K- 22.84% |
$6.42M - $8.18M
|
319K
$35.2M
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-86K- 58.86% |
$5.84M - $7.44M
|
60.1K
$6.63M
|
|
Nov 14, 2024
Q3 2024
|
Ophir Asset Management Pty LTD
|
SELL
|
- |
-82.7K- 24.71% |
$5.62M - $7.16M
|
252K
$27.8M
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-78.6K- 18.98% |
$5.34M - $6.81M
|
335K
$37M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-66K- 9.28% |
$4.49M - $5.72M
|
646K
$71.3M
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-65.7K- 18.13% |
$4.47M - $5.69M
|
297K
$32.8M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-63.1K- 19.08% |
$4.29M - $5.46M
|
268K
$29.5M
|
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-58.2K- 20.67% |
$3.96M - $5.04M
|
223K
$24.7M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-53.5K- 42.24% |
$3.64M - $4.63M
|
73.1K
$8.07M
|