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 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-94- 3.83% |
$8.22K - $9.69K
|
2.36K
$240K
|
|
|
Oct 20, 2025
Q3 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-90- 0.57% |
$7.87K - $9.28K
|
15.6K
$1.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-88- 3.26% |
$7.69K - $9.07K
|
2.61K
$266K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-76- 2.15% |
$6.64K - $7.84K
|
3.45K
$352K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-71- 0.35% |
$6.21K - $7.32K
|
20.3K
$2.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-70- 31.39% |
$6.12K - $7.22K
|
153
$15.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-67- 0.35% |
$5.86K - $6.91K
|
19.3K
$1.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-64- 0.29% |
$5.59K - $6.6K
|
22.2K
$2.26M
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-63- 0.08% |
$5.51K - $6.5K
|
80.6K
$8.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-57- 4.43% |
$4.98K - $5.88K
|
1.23K
$125K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-56- 16.62% |
$4.9K - $5.77K
|
281
$28.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-50- 1.79% |
$4.37K - $5.16K
|
2.75K
$280K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-45- 0.77% |
$3.93K - $4.64K
|
5.84K
$594K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-43- 26.88% |
$3.76K - $4.43K
|
117
$11.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-41- 1.08% |
$3.58K - $4.23K
|
3.75K
$381K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-32- 61.54% |
$2.8K - $3.3K
|
20
$2.04K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31- 0.57% |
$2.71K - $3.2K
|
5.39K
$548K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-26- 2.01% |
$2.27K - $2.68K
|
1.27K
$129K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-26- 7.37% |
$2.27K - $2.68K
|
327
$33.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-24- 0.98% |
$2.1K - $2.47K
|
2.41K
$246K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-19- 61.29% |
$1.66K - $1.96K
|
12
$1.22K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-17- 0.02% |
$1.49K - $1.75K
|
90.5K
$9.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-16- 5.73% |
$1.4K - $1.65K
|
263
$26.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-8- 42.11% |
$699 - $825
|
11
$1.12K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-8- 2.27% |
$699 - $825
|
345
$35.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-6- 0.21% |
$525 - $619
|
2.82K
$287K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6- 0.01% |
$525 - $619
|
53.6K
$5.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5- 2.25% |
$437 - $516
|
217
$22.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-4- 4.04% |
$350 - $412
|
95
$9.67K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3- 2.08% |
$262 - $309
|
141
$14.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2- 0.96% |
$175 - $206
|
207
$21.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1- 0.03% |
$87.4 - $103
|
3.77K
$384K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 2.13% |
$87.4 - $103
|
46
$4.68K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-43.5K- 50.0% |
$3.34M - $4.92M
|
43.5K
$4.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-15.3K- 88.51% |
$1.18M - $1.73M
|
1.99K
$202K
|
|
|
Aug 07, 2025
Q2 2025
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-10.8K- 22.83% |
$826K - $1.22M
|
36.3K
$3.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-10.5K- 34.53% |
$808K - $1.19M
|
20K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-10.1K- 79.8% |
$776K - $1.14M
|
2.56K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-8.52K- 44.76% |
$654K - $963K
|
10.5K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-6.78K- 23.31% |
$520K - $766K
|
22.3K
$2.27M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.21K- 13.67% |
$400K - $589K
|
32.9K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-4.5K- 13.21% |
$345K - $509K
|
29.6K
$3.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.81K- 24.38% |
$292K - $430K
|
11.8K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-3.66K- 15.72% |
$281K - $414K
|
19.6K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-3.1K- 11.27% |
$238K - $350K
|
24.4K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
First Turn Management, LLC
Del Mar, CA |
SELL
|
- |
-3.09K- 3.68% |
$237K - $349K
|
80.9K
$8.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-2.23K- 2.86% |
$171K - $252K
|
75.7K
$7.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.83K- 2.67% |
$141K - $207K
|
66.9K
$6.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.81K- 21.22% |
$139K - $205K
|
6.74K
$686K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.81K- 21.22% |
$139K - $205K
|
6.74K
$686K
|
|