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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-6- 8.96% |
$375 - $457
|
61
$6.28K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 6.0% |
$187 - $228
|
47
$4.84K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-39.5K- 21.54% |
$2.43M - $2.99M
|
144K
$14.8M
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-16.2K- 16.77% |
$997K - $1.22M
|
80.3K
$8.27M
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-5.28K- 12.74% |
$325K - $399K
|
36.1K
$3.72M
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.59K- 30.69% |
$98.1K - $120K
|
3.6K
$370K
|
|
Nov 14, 2023
Q3 2023
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-1.42K- 0.29% |
$87.3K - $107K
|
489K
$50.4M
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.37K- 27.57% |
$84.3K - $103K
|
3.6K
$370K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-529- 9.05% |
$32.6K - $40K
|
5.32K
$548K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.65K- 15.49% |
$84.2K - $108K
|
9K
$927K
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-723- 16.82% |
$36.9K - $47.5K
|
3.58K
$368K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-252- 6.79% |
$12.9K - $16.5K
|
3.46K
$356K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-33- 0.43% |
$1.68K - $2.17K
|
7.56K
$779K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 8.33% |
$51 - $65.7
|
11
$1.13K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-3.99K- 49.32% |
$209K - $269K
|
4.1K
$422K
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.3K- 21.5% |
$121K - $155K
|
8.4K
$865K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 14.08% |
$76.1K - $97.8K
|
8.85K
$911K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-41- 14.04% |
$2.15K - $2.76K
|
251
$25.8K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-29- 54.72% |
$1.52K - $1.95K
|
24
$2.47K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-16Closed |
$839 - $1.08K
|
0
$0
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 20.0% |
$367 - $472
|
28
$2.88K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-47K- 49.85% |
$2.71M - $3.69M
|
47.3K
$4.86M
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-18.9K- 4.04% |
$1.09M - $1.49M
|
450K
$46.3M
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-10.9K- 47.83% |
$628K - $854K
|
11.9K
$1.22M
|
|
Feb 10, 2023
Q4 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-3.92K- 43.25% |
$226K - $308K
|
5.15K
$530K
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-3.71K- 21.15% |
$214K - $291K
|
13.8K
$1.42M
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-185- 75.2% |
$10.7K - $14.5K
|
61
$6.28K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 21.43% |
$173 - $236
|
11
$1.13K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Crestwood Capital Management, L.P.
|
SELL
|
- |
-69.9K- 85.26% |
$3.98M - $5.14M
|
12.1K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Iron Triangle Partners LP
Cos Cob, CT |
SELL
|
- |
-45.5K- 9.38% |
$2.59M - $3.35M
|
440K
$45.3M
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-24.5KClosed |
$1.4M - $1.8M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-12.8K- 75.08% |
$727K - $939K
|
4.24K
$436K
|
|
Nov 01, 2022
Q3 2022
|
Tekla Capital Management LLC
|
SELL
|
- |
-5.1K- 4.42% |
$290K - $375K
|
110K
$11.3M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-4.87KClosed |
$277K - $358K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-3.98K- 77.28% |
$226K - $292K
|
1.17K
$120K
|
|
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-834- 6.9% |
$47.5K - $61.3K
|
11.2K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-367- 1.68% |
$20.9K - $27K
|
21.4K
$2.21M
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
CALL |
-200- 66.67% |
$11.4K - $14.7K
|
100
$10.3K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-170Closed |
$9.68K - $12.5K
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-99- 2.56% |
$5.64K - $7.28K
|
3.76K
$387K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-44- 2.48% |
$2.51K - $3.23K
|
1.73K
$178K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-6- 8.96% |
$342 - $441
|
61
$6.28K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-46.4K- 31.82% |
$2.51M - $3.32M
|
99.4K
$10.2M
|
|
Aug 15, 2022
Q2 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-42.1KClosed |
$2.28M - $3.02M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-32.5K- 65.1% |
$1.76M - $2.33M
|
17.5K
$1.8M
|
|
Aug 15, 2022
Q2 2022
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-32.5KClosed |
$1.76M - $2.33M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-11.5K- 3.66% |
$624K - $825K
|
303K
$31.2M
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-5.92K- 42.11% |
$320K - $424K
|
8.14K
$838K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.49KClosed |
$243K - $322K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.15KClosed |
$171K - $226K
|
0
$0
|