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 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-200Closed |
$10.3K - $14.9K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-149Closed |
$7.66K - $11.1K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-13Closed |
$668 - $967
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-10Closed |
$514 - $744
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-6Closed |
$308 - $446
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-746KClosed |
$34.4M - $46M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-14.7KClosed |
$678K - $906K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Silvant Capital Management LLC
|
SELL
|
- |
-6.64KClosed |
$307K - $410K
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.31KClosed |
$245K - $327K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.75KClosed |
$173K - $231K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.47KClosed |
$114K - $152K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.89KClosed |
$87.3K - $117K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.73KClosed |
$79.6K - $106K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.1KClosed |
$50.8K - $67.8K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-300Closed |
$13.8K - $18.5K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-129Closed |
$5.95K - $7.95K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Firestone Capital Management
|
SELL
|
- |
-100Closed |
$4.62K - $6.16K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-70Closed |
$3.23K - $4.31K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-55Closed |
$2.54K - $3.39K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-50Closed |
$2.31K - $3.08K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-36Closed |
$1.66K - $2.22K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 22, 2020
Q2 2020
|
Dock Street Asset Management Inc
|
SELL
|
- |
-119KClosed |
$4.9M - $8.06M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-49.1KClosed |
$2.02M - $3.32M
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Diversified Trust CO
|
SELL
|
- |
-15.5KClosed |
$637K - $1.05M
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Anderson Hoagland & CO
|
SELL
|
- |
-13.3KClosed |
$548K - $901K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-13.3KClosed |
$546K - $899K
|
0
$0
|
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-11.5KClosed |
$472K - $776K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Seven Eight Capital, LP
|
SELL
|
- |
-6.3KClosed |
$259K - $426K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-5.41KClosed |
$222K - $366K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-300Closed |
$12.3K - $20.3K
|
0
$0
|
|
|
Nov 09, 2023
Q2 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-245Closed |
$10.1K - $16.6K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-20Closed |
$822 - $1.35K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 04, 2020
Q1 2020
|
Hodges Capital Management Inc.
|
SELL
|
- |
-78.8KClosed |
$3.2M - $6.92M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aviva PLC
|
SELL
|
- |
-30.8KClosed |
$1.25M - $2.7M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-15.6KClosed |
$634K - $1.37M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-12KClosed |
$486K - $1.05M
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-11.4KClosed |
$463K - $1M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-6.69KClosed |
$271K - $587K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-4.91KClosed |
$199K - $431K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.51KClosed |
$142K - $308K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.84KClosed |
$115K - $250K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
S&Co Inc
Boston, MA |
SELL
|
- |
-2.71KClosed |
$110K - $238K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-922Closed |
$37.4K - $80.9K
|
0
$0
|
|
|
Aug 27, 2020
Q1 2020
|
Gleason Group, Inc.
|
SELL
|
- |
-785Closed |
$31.8K - $68.9K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-205Closed |
$8.31K - $18K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-101Closed |
$4.09K - $8.86K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-17Closed |
$689 - $1.49K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 29, 2020
Q4 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-25.3KClosed |
$1.31M - $1.93M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.7KClosed |
$762K - $1.12M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Hms Capital Management, LLC
|
SELL
|
PUT |
-9.3KClosed |
$484K - $711K
|
0
$0
|
|