Purchases and Sales Made in Q1 2025 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q1 2025. The information is specifically focused on institutions that hold shares of HEALTHEQUITY, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.49K+ 41.92% |
$126K - $171K
|
5.04K
$467K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.46K+ 10.89% |
$123K - $167K
|
14.8K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.43KNew |
$121K - $164K
|
1.43K
$132K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.43K+ 7.41% |
$121K - $164K
|
20.7K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.42K+ 6.27% |
$120K - $162K
|
24K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 32.68% |
$111K - $151K
|
5.35K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
1.32K+ 60.4% |
$111K - $151K
|
3.49K
$323K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.27K+ 24.73% |
$107K - $145K
|
6.38K
$590K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.24K+ 29.11% |
$105K - $142K
|
5.52K
$510K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.18K+ 25.18% |
$99.8K - $136K
|
5.89K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.16K+ 32.59% |
$97.6K - $133K
|
4.71K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.11KNew |
$93.7K - $127K
|
1.11K
$103K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
946+ 4.35% |
$79.8K - $108K
|
22.7K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
935+ 7.02% |
$78.8K - $107K
|
14.3K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
926+ 43.84% |
$78.1K - $106K
|
3.04K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
924+ 17.26% |
$77.9K - $106K
|
6.28K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
918+ 34.45% |
$77.4K - $105K
|
3.58K
$331K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
897+ 40.04% |
$75.6K - $103K
|
3.14K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
885+ 36.95% |
$74.6K - $101K
|
3.28K
$303K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
885+ 36.95% |
$74.6K - $101K
|
3.28K
$303K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
871+ 9.03% |
$73.4K - $99.7K
|
10.5K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
840New |
$70.8K - $96.2K
|
840
$77.7K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
817+ 17.94% |
$68.9K - $93.6K
|
5.37K
$497K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
759+ 5060.0% |
$64K - $86.9K
|
774
$71.6K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
738New |
$62.2K - $84.5K
|
738
$68.3K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
644+ 23.54% |
$54.3K - $73.7K
|
3.38K
$313K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
642+ 1365.96% |
$54.1K - $73.5K
|
689
$63.7K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
603+ 128.85% |
$50.8K - $69K
|
1.07K
$99.1K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
597+ 8.61% |
$50.3K - $68.4K
|
7.53K
$696K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
531+ 19.54% |
$44.8K - $60.8K
|
3.25K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
508+ 16.24% |
$42.8K - $58.2K
|
3.64K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
505+ 1.48% |
$42.6K - $57.8K
|
34.7K
$3.21M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
500+ 2.34% |
$42.2K - $57.3K
|
21.9K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
434+ 104.83% |
$36.6K - $49.7K
|
848
$78.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
425+ 16.86% |
$35.8K - $48.7K
|
2.95K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
420New |
$35.4K - $48.1K
|
420
$38.8K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
420+ 646.15% |
$35.4K - $48.1K
|
485
$44.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
418+ 176.37% |
$35.2K - $47.9K
|
655
$60.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
410+ 14.25% |
$34.6K - $46.9K
|
3.29K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
408+ 1.89% |
$34.4K - $46.7K
|
22K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
397+ 4.98% |
$33.5K - $45.5K
|
8.38K
$775K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
395+ 14.66% |
$33.3K - $45.2K
|
3.09K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
388+ 7.11% |
$32.7K - $44.4K
|
5.84K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
360+ 3.68% |
$30.4K - $41.2K
|
10.1K
$937K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
350+ 6.15% |
$29.5K - $40.1K
|
6.04K
$559K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
322New |
$27.2K - $36.9K
|
322
$29.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
318+ 13.54% |
$26.8K - $36.4K
|
2.67K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
297+ 3.73% |
$25K - $34K
|
8.26K
$764K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
278New |
$23.4K - $31.8K
|
278
$25.7K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
267+ 15.51% |
$22.5K - $30.6K
|
1.99K
$184K
|