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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-184- 26.71% |
$14.1K - $20.8K
|
505
$46K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-145- 1.78% |
$11.1K - $16.4K
|
8.02K
$731K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-138- 0.97% |
$10.6K - $15.6K
|
14.1K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-117- 3.97% |
$8.98K - $13.2K
|
2.83K
$257K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-110- 3.44% |
$8.44K - $12.4K
|
3.09K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-73- 2.3% |
$5.6K - $8.25K
|
3.1K
$283K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-64- 1.29% |
$4.91K - $7.24K
|
4.91K
$447K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-64- 2.82% |
$4.91K - $7.24K
|
2.2K
$201K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-50- 0.13% |
$3.84K - $5.65K
|
38.1K
$3.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-47- 4.92% |
$3.61K - $5.31K
|
908
$82.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-26- 53.06% |
$2K - $2.94K
|
23
$2.09K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 1.66% |
$1.38K - $2.04K
|
1.06K
$96.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-17- 13.39% |
$1.31K - $1.92K
|
110
$10K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-11- 7.1% |
$844 - $1.24K
|
144
$13.1K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-11- 61.11% |
$844 - $1.24K
|
7
$637
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 10.77% |
$537 - $791
|
58
$5.28K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 27.27% |
$230 - $339
|
8
$728
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.4% |
$76.8 - $113
|
249
$22.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 2.17% |
$76.8 - $113
|
45
$4.1K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-188K- 22.46% |
$15.9M - $21.6M
|
650K
$59.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-168K- 15.66% |
$14.2M - $19.2M
|
904K
$82.3M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-163K- 86.77% |
$13.8M - $18.7M
|
24.9K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-34.8K- 60.56% |
$2.93M - $3.98M
|
22.6K
$2.06M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-28.1K- 2.49% |
$2.37M - $3.22M
|
1.1M
$100M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-19.7K- 71.53% |
$1.66M - $2.26M
|
7.84K
$714K
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-9.93K- 41.77% |
$837K - $1.14M
|
13.8K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.13K- 2.14% |
$433K - $588K
|
235K
$21.4M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-5.1K- 95.67% |
$430K - $584K
|
231
$21K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.8K- 2.21% |
$320K - $435K
|
168K
$15.3M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-3.57K- 33.97% |
$301K - $409K
|
6.94K
$632K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.82K- 20.42% |
$238K - $323K
|
11K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.44K- 17.5% |
$206K - $279K
|
11.5K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-930- 11.47% |
$78.4K - $106K
|
7.18K
$654K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-906- 1.11% |
$76.4K - $104K
|
80.6K
$7.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-600- 15.11% |
$50.6K - $68.7K
|
3.37K
$307K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-533- 29.19% |
$44.9K - $61K
|
1.29K
$118K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-512Closed |
$43.2K - $58.6K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-335- 17.93% |
$28.2K - $38.4K
|
1.53K
$140K
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-228- 7.92% |
$19.2K - $26.1K
|
2.65K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-150- 1.66% |
$12.6K - $17.2K
|
8.88K
$808K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-40- 11.59% |
$3.37K - $4.58K
|
305
$27.8K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-32- 0.18% |
$2.7K - $3.66K
|
18.2K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-19- 10.0% |
$1.6K - $2.18K
|
171
$15.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17- 80.95% |
$1.43K - $1.95K
|
4
$364
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 50.0% |
$84.3 - $115
|
1
$91
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-158K- 70.89% |
$12.4M - $16.6M
|
65K
$5.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-54.2K- 8.99% |
$4.24M - $5.67M
|
549K
$50M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.4K- 51.69% |
$1.2M - $1.61M
|
14.4K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.26K- 5.9% |
$411K - $550K
|
83.8K
$7.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.93K- 41.6% |
$385K - $516K
|
6.92K
$630K
|
|