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 |
---|---|---|---|---|---|---|---|
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
|
|
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
|
|
Q1 2020 | |||||||
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
|
|
Feb 11, 2020
Q4 2019
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-9.09KClosed |
$473K - $695K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-4.26KClosed |
$221K - $326K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-4.22KClosed |
$220K - $323K
|
0
$0
|
|
Jan 06, 2020
Q4 2019
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.8KClosed |
$197K - $290K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-3.74KClosed |
$194K - $286K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-100Closed |
$5.2K - $7.65K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-60Closed |
$3.12K - $4.59K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-32Closed |
$1.66K - $2.45K
|
0
$0
|
|
Q3 2019 | |||||||
Jan 08, 2024
Q3 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-200KClosed |
$11.1M - $16.4M
|
0
$0
|
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-42KClosed |
$2.33M - $3.44M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-24.9KClosed |
$1.38M - $2.04M
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-23.6KClosed |
$1.31M - $1.93M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-17KClosed |
$942K - $1.39M
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Ing Groep Nv
|
SELL
|
- |
-8.37KClosed |
$463K - $686K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Tig Advisors, LLC
New York, NY |
SELL
|
- |
-5.66KClosed |
$313K - $464K
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
New England Research & Management, Inc.
|
SELL
|
- |
-4.24KClosed |
$235K - $348K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4.23KClosed |
$234K - $347K
|
0
$0
|
|
Feb 20, 2025
Q3 2019
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-3.7KClosed |
$205K - $303K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.17KClosed |
$175K - $259K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.84KClosed |
$157K - $233K
|
0
$0
|