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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-41- 14.04% |
$2.15K - $2.76K
|
251
$25.5K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-29- 54.72% |
$1.52K - $1.95K
|
24
$2.44K
|
|
|
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
$2.85K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-18.9K- 4.04% |
$1.09M - $1.49M
|
450K
$45.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-10.9K- 47.83% |
$628K - $854K
|
11.9K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-3.92K- 43.25% |
$226K - $308K
|
5.15K
$524K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-185- 75.2% |
$10.7K - $14.5K
|
61
$6.21K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 21.43% |
$173 - $236
|
11
$1.12K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Crestwood Capital Management, L.P.
|
SELL
|
- |
-69.9K- 85.26% |
$3.98M - $5.14M
|
12.1K
$1.23M
|
|
|
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
$431K
|
|
|
Nov 01, 2022
Q3 2022
|
Tekla Capital Management LLC
|
SELL
|
- |
-5.1K- 4.42% |
$290K - $375K
|
110K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-4.87KClosed |
$277K - $358K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-834- 6.9% |
$47.5K - $61.3K
|
11.2K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-367- 1.68% |
$20.9K - $27K
|
21.4K
$2.18M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
CALL |
-200- 66.67% |
$11.4K - $14.7K
|
100
$10.2K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-170Closed |
$9.68K - $12.5K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-44- 2.48% |
$2.51K - $3.23K
|
1.73K
$176K
|
|
| 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
$10.1M
|
|
|
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
$1.78M
|
|
|
Aug 15, 2022
Q2 2022
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-32.5KClosed |
$1.76M - $2.33M
|
0
$0
|
|
|
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
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-1.28K- 92.8% |
$69.1K - $91.4K
|
99
$10.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-153Closed |
$8.28K - $11K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-128Closed |
$6.93K - $9.17K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-107- 95.54% |
$5.79K - $7.66K
|
5
$509
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-62Closed |
$3.36K - $4.44K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-38Closed |
$2.06K - $2.72K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-31Closed |
$1.68K - $2.22K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-30Closed |
$1.62K - $2.15K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-21Closed |
$1.14K - $1.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Freshford Capital Management, LLC
Rye Brook, NY |
SELL
|
- |
-252KClosed |
$11.4M - $17M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Consolidated Investment Group LLC
|
SELL
|
- |
-38KClosed |
$1.73M - $2.56M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-24KClosed |
$1.09M - $1.62M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-21.3KClosed |
$969K - $1.44M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-13.6KClosed |
$618K - $917K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-9.68KClosed |
$440K - $653K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-8.41KClosed |
$382K - $567K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-8.4KClosed |
$381K - $566K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-7.92KClosed |
$360K - $534K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-6.85KClosed |
$311K - $462K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-6.04KClosed |
$274K - $407K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5.86KClosed |
$266K - $395K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-860- 55.48% |
$39K - $58K
|
690
$70.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-576Closed |
$26.2K - $38.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-443Closed |
$20.1K - $29.9K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-100Closed |
$4.54K - $6.74K
|
0
$0
|
|