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 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-4.35K- 28.59% |
$340K - $456K
|
10.9K
$990K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-896- 8.25% |
$70K - $93.8K
|
9.97K
$907K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-315- 8.24% |
$24.6K - $33K
|
3.51K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-212- 67.3% |
$16.6K - $22.2K
|
103
$9.38K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-185Closed |
$14.5K - $19.4K
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-165- 2.44% |
$12.9K - $17.3K
|
6.6K
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 34.97% |
$3.91K - $5.23K
|
93
$8.47K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-18- 33.33% |
$1.41K - $1.88K
|
36
$3.28K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-15- 50.0% |
$1.17K - $1.57K
|
15
$1.37K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8- 0.31% |
$625 - $837
|
2.56K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7- 0.71% |
$547 - $733
|
975
$88.8K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-40K- 21.98% |
$2.72M - $3.46M
|
142K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-19.1K- 13.91% |
$1.3M - $1.66M
|
118K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-16.7K- 50.91% |
$1.14M - $1.45M
|
16.1K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-10.4K- 38.11% |
$705K - $899K
|
16.8K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.8K- 56.96% |
$666K - $849K
|
7.41K
$674K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.33K- 26.46% |
$362K - $462K
|
14.8K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-4.2K- 44.77% |
$286K - $364K
|
5.18K
$472K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.36K- 92.05% |
$228K - $291K
|
290
$26.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-1.33K- 29.54% |
$90.1K - $115K
|
3.16K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-649- 17.86% |
$44.1K - $56.2K
|
2.99K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-583- 19.81% |
$39.6K - $50.5K
|
2.36K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-102- 2.01% |
$6.93K - $8.84K
|
4.97K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-59- 50.0% |
$4.01K - $5.11K
|
59
$5.37K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-187K- 1.71% |
$14.2M - $16.2M
|
10.7M
$978M
|
|
|
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
$8.3M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.71K- 10.16% |
$206K - $236K
|
24K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-278- 17.33% |
$21.1K - $24.2K
|
1.33K
$121K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-266- 8.22% |
$20.2K - $23.1K
|
2.97K
$270K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-240- 20.57% |
$18.2K - $20.9K
|
927
$84.4K
|
|
|
Feb 20, 2025
Q2 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-207- 1.32% |
$15.7K - $18K
|
15.5K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100Closed |
$7.58K - $8.69K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-80- 1.71% |
$6.07K - $6.96K
|
4.59K
$418K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-72- 0.87% |
$5.46K - $6.26K
|
8.22K
$748K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-35- 5.32% |
$2.65K - $3.04K
|
623
$56.7K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-17- 0.09% |
$1.29K - $1.48K
|
19.9K
$1.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 42.86% |
$1.14K - $1.3K
|
20
$1.82K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-738K- 41.42% |
$48.9M - $61.7M
|
1.04M
$95.1M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-4.77K- 45.43% |
$316K - $399K
|
5.73K
$522K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.29K- 33.39% |
$218K - $275K
|
6.57K
$598K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.95K- 1.24% |
$129K - $163K
|
155K
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.2K- 99.92% |
$79.7K - $101K
|
1
$91
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.2K- 34.19% |
$79.3K - $100K
|
2.31K
$210K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-492- 8.32% |
$32.6K - $41.1K
|
5.42K
$494K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-372- 7.69% |
$24.6K - $31.1K
|
4.47K
$407K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-188K- 71.45% |
$11.8M - $14.3M
|
75.3K
$6.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-96.2K- 38.41% |
$6M - $7.32M
|
154K
$14M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.44K- 3.53% |
$89.7K - $109K
|
39.2K
$3.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.06K- 1.09% |
$66.2K - $80.7K
|
96.1K
$8.75M
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-568- 5.06% |
$35.5K - $43.2K
|
10.7K
$970K
|
|