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 |
---|---|---|---|---|---|---|---|
Nov 13, 2019
Q3 2019
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-853Closed |
$47.3K - $69.9K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-440Closed |
$24.4K - $36.1K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$22.2K - $32.8K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-365Closed |
$20.2K - $29.9K
|
0
$0
|
|
Nov 09, 2023
Q3 2019
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-165Closed |
$9.14K - $13.5K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-87Closed |
$4.82K - $7.13K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-53Closed |
$2.94K - $4.34K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Diker Management LLC
New York, NY |
SELL
|
- |
-33KClosed |
$2.05M - $2.58M
|
0
$0
|
|
Jul 29, 2019
Q2 2019
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7.12KClosed |
$443K - $558K
|
0
$0
|
|
Jul 25, 2019
Q2 2019
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-6.94KClosed |
$432K - $544K
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Bfsg, LLC
|
SELL
|
- |
-6.22KClosed |
$387K - $487K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-5.87KClosed |
$365K - $459K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.54KClosed |
$344K - $434K
|
0
$0
|
|
Aug 15, 2019
Q2 2019
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.11KClosed |
$317K - $400K
|
0
$0
|
|
Jul 18, 2019
Q2 2019
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.32KClosed |
$268K - $338K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Telemus Capital, LLC
|
SELL
|
- |
-3KClosed |
$187K - $235K
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
Duncker Streett & CO Inc
|
SELL
|
- |
-500Closed |
$31.1K - $39.2K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-490Closed |
$30.5K - $38.4K
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-266Closed |
$16.5K - $20.8K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
CALL |
-200Closed |
$12.4K - $15.7K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-45Closed |
$2.8K - $3.52K
|
0
$0
|
|
Aug 02, 2019
Q2 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-33Closed |
$2.05K - $2.58K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-24Closed |
$1.49K - $1.88K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-23Closed |
$1.43K - $1.8K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-11Closed |
$684 - $861
|
0
$0
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-124KClosed |
$6.55M - $10.5M
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Thornburg Investment Management Inc
|
SELL
|
- |
-105KClosed |
$5.56M - $8.88M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-36.6KClosed |
$1.93M - $3.09M
|
0
$0
|
|
May 09, 2019
Q1 2019
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-13.3KClosed |
$700K - $1.12M
|
0
$0
|
|
Apr 24, 2019
Q1 2019
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.8KClosed |
$675K - $1.08M
|
0
$0
|
|
May 01, 2019
Q1 2019
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-6.7KClosed |
$354K - $566K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Human Investing LLC
|
SELL
|
- |
-1.23KClosed |
$64.8K - $104K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-585Closed |
$30.9K - $49.4K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-240Closed |
$12.7K - $20.3K
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-131Closed |
$6.92K - $11.1K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-100Closed |
$5.29K - $8.45K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-35Closed |
$1.85K - $2.96K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Berkley W R Corp
Greenwich, CT |
SELL
|
- |
-455K- 94.44% |
$24.7M - $45.7M
|
26.8K
$2.44M
|
|
Feb 13, 2019
Q4 2018
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-90.5KClosed |
$4.92M - $9.09M
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-86.5KClosed |
$4.7M - $8.69M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-59.9KClosed |
$3.26M - $6.02M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-33.6KClosed |
$1.83M - $3.37M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-26.5KClosed |
$1.44M - $2.66M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-16.4K- 93.71% |
$892K - $1.65M
|
1.1K
$100K
|
|
Feb 08, 2019
Q4 2018
|
Unigestion Holding Sa
|
SELL
|
- |
-7.23KClosed |
$393K - $727K
|
0
$0
|
|
Jan 30, 2019
Q4 2018
|
Geneva Partners, LLC
|
SELL
|
- |
-7.04KClosed |
$383K - $707K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.3KClosed |
$288K - $532K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-4.6KClosed |
$250K - $462K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.44KClosed |
$242K - $446K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.55KClosed |
$193K - $357K
|
0
$0
|