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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-454- 25.41% |
$30.9K - $39.3K
|
1.33K
$139K
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-390- 2.16% |
$26.5K - $33.8K
|
17.7K
$1.84M
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-357- 2.72% |
$24.3K - $30.9K
|
12.7K
$1.33M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-338- 10.77% |
$23K - $29.3K
|
2.8K
$292K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-323- 8.16% |
$22K - $28K
|
3.64K
$379K
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 1.43% |
$20.4K - $26K
|
20.6K
$2.15M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-258- 18.3% |
$17.5K - $22.3K
|
1.15K
$120K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-240- 2.94% |
$16.3K - $20.8K
|
7.93K
$827K
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-233- 3.01% |
$15.8K - $20.2K
|
7.5K
$782K
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-200- 10.0% |
$13.6K - $17.3K
|
1.8K
$188K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-177- 23.14% |
$12K - $15.3K
|
588
$61.3K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-174- 2.18% |
$11.8K - $15.1K
|
7.82K
$815K
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-173- 2.49% |
$11.8K - $15K
|
6.77K
$705K
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-146- 5.44% |
$9.93K - $12.6K
|
2.54K
$265K
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-142- 3.96% |
$9.65K - $12.3K
|
3.44K
$359K
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-139- 1.18% |
$9.45K - $12K
|
11.6K
$1.21M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-134- 6.01% |
$9.11K - $11.6K
|
2.1K
$219K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-123- 1.84% |
$8.36K - $10.7K
|
6.57K
$685K
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-115- 0.59% |
$7.82K - $9.96K
|
19.3K
$2.01M
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-105- 0.54% |
$7.14K - $9.1K
|
19.2K
$2M
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-102- 2.01% |
$6.93K - $8.84K
|
4.97K
$519K
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-102- 1.13% |
$6.93K - $8.84K
|
8.95K
$933K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 0.49% |
$6.8K - $8.66K
|
20.5K
$2.14M
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-99- 2.72% |
$6.73K - $8.58K
|
3.54K
$369K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-96- 25.81% |
$6.53K - $8.32K
|
276
$28.8K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-75- 0.97% |
$5.1K - $6.5K
|
7.69K
$802K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-72- 42.6% |
$4.89K - $6.24K
|
97
$10.1K
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-72- 1.3% |
$4.89K - $6.24K
|
5.46K
$570K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-68- 37.99% |
$4.62K - $5.89K
|
111
$11.6K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-60- 2.28% |
$4.08K - $5.2K
|
2.57K
$268K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-59- 1.78% |
$4.01K - $5.11K
|
3.26K
$340K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-59- 50.0% |
$4.01K - $5.11K
|
59
$6.15K
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-43- 0.37% |
$2.92K - $3.72K
|
11.6K
$1.2M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-38- 36.89% |
$2.58K - $3.29K
|
65
$6.78K
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-36- 2.35% |
$2.45K - $3.12K
|
1.5K
$156K
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-35- 0.66% |
$2.38K - $3.03K
|
5.25K
$548K
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-35- 0.22% |
$2.38K - $3.03K
|
15.7K
$1.63M
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-25- 67.57% |
$1.7K - $2.17K
|
12
$1.25K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24- 0.93% |
$1.63K - $2.08K
|
2.57K
$268K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-24- 13.71% |
$1.63K - $2.08K
|
151
$15.7K
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-20- 0.49% |
$1.36K - $1.73K
|
4.08K
$425K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14- 25.93% |
$952 - $1.21K
|
40
$4.17K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-12- 10.26% |
$816 - $1.04K
|
105
$10.9K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10- 10.87% |
$680 - $866
|
82
$8.55K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-10- 1.3% |
$680 - $866
|
757
$78.9K
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8- 0.01% |
$544 - $693
|
67.8K
$7.07M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 1.46% |
$408 - $520
|
405
$42.2K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.35% |
$136 - $173
|
577
$60.2K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-187K- 1.71% |
$14.2M - $16.2M
|
10.7M
$1.12B
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-55.6K- 37.9% |
$4.22M - $4.84M
|
91.1K
$9.5M
|