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
|
Kbc Group Nv
|
SELL
|
- |
-1.34K- 35.74% |
$103K - $152K
|
2.41K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.11K- 36.5% |
$85.1K - $125K
|
1.93K
$196K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-759- 98.06% |
$58.3K - $85.8K
|
15
$1.53K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-754- 49.18% |
$57.9K - $85.2K
|
779
$79.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-752- 1.98% |
$57.7K - $85K
|
37.2K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Aristeia Capital LLC
Greenwich, CT |
SELL
|
- |
-585- 16.75% |
$44.9K - $66.1K
|
2.91K
$296K
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-375- 24.54% |
$28.8K - $42.4K
|
1.15K
$117K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-325- 3.09% |
$25K - $36.7K
|
10.2K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-275- 36.33% |
$21.1K - $31.1K
|
482
$49.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-208- 3.87% |
$16K - $23.5K
|
5.16K
$526K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-73- 2.3% |
$5.6K - $8.25K
|
3.1K
$316K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-64- 1.29% |
$4.91K - $7.24K
|
4.91K
$500K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-64- 2.82% |
$4.91K - $7.24K
|
2.2K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-26- 53.06% |
$2K - $2.94K
|
23
$2.34K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 1.66% |
$1.38K - $2.04K
|
1.06K
$108K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-17- 13.39% |
$1.31K - $1.92K
|
110
$11.2K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-11- 61.11% |
$844 - $1.24K
|
7
$712
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 27.27% |
$230 - $339
|
8
$814
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.4% |
$76.8 - $113
|
249
$25.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 2.17% |
$76.8 - $113
|
45
$4.58K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-188K- 22.46% |
$15.9M - $21.6M
|
650K
$66.2M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-34.8K- 60.56% |
$2.93M - $3.98M
|
22.6K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-19.7K- 71.53% |
$1.66M - $2.26M
|
7.84K
$798K
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-9.93K- 41.77% |
$837K - $1.14M
|
13.8K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.13K- 2.14% |
$433K - $588K
|
235K
$23.9M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-5.1K- 95.67% |
$430K - $584K
|
231
$23.5K
|
|
|
Dec 03, 2025
Q1 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-4.4KClosed |
$371K - $504K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.82K- 20.42% |
$238K - $323K
|
11K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-930- 11.47% |
$78.4K - $106K
|
7.18K
$731K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-600- 15.11% |
$50.6K - $68.7K
|
3.37K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-335- 17.93% |
$28.2K - $38.4K
|
1.53K
$156K
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-228- 7.92% |
$19.2K - $26.1K
|
2.65K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-150- 1.66% |
$12.6K - $17.2K
|
8.88K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-40- 11.59% |
$3.37K - $4.58K
|
305
$31K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-32- 0.18% |
$2.7K - $3.66K
|
18.2K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-19- 10.0% |
$1.6K - $2.18K
|
171
$17.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 50.0% |
$84.3 - $115
|
1
$102
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-158K- 70.89% |
$12.4M - $16.6M
|
65K
$6.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-54.2K- 8.99% |
$4.24M - $5.67M
|
549K
$55.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.26K- 5.9% |
$411K - $550K
|
83.8K
$8.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.93K- 41.6% |
$385K - $516K
|
6.92K
$704K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-896- 8.25% |
$70K - $93.8K
|
9.97K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-315- 8.24% |
$24.6K - $33K
|
3.51K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-212- 67.3% |
$16.6K - $22.2K
|
103
$10.5K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-185Closed |
$14.5K - $19.4K
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 34.97% |
$3.91K - $5.23K
|
93
$9.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-18- 33.33% |
$1.41K - $1.88K
|
36
$3.66K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-15- 50.0% |
$1.17K - $1.57K
|
15
$1.53K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8- 0.31% |
$625 - $837
|
2.56K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7- 0.71% |
$547 - $733
|
975
$99.2K
|
|