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 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
18New |
$1.52K - $2.06K
|
18
$1.66K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
17+ 425.0% |
$1.43K - $1.95K
|
21
$1.94K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 11.51% |
$1.35K - $1.83K
|
155
$14.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16New |
$1.35K - $1.83K
|
16
$1.48K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15+ 0.63% |
$1.26K - $1.72K
|
2.39K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 5.43% |
$1.26K - $1.72K
|
291
$26.9K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 17.39% |
$1.01K - $1.37K
|
81
$7.49K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 5.63% |
$759 - $1.03K
|
169
$15.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9New |
$759 - $1.03K
|
9
$832
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7+ 0.11% |
$590 - $802
|
6.41K
$593K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7New |
$590 - $802
|
7
$647
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7+ 1.82% |
$590 - $802
|
391
$36.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 0.01% |
$590 - $802
|
53.6K
$4.95M
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$590 - $802
|
7
$647
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3+ 0.86% |
$253 - $344
|
353
$32.6K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3New |
$253 - $344
|
3
$277
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 4.23% |
$253 - $344
|
74
$6.84K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$169 - $229
|
2
$185
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 2.3% |
$169 - $229
|
89
$8.23K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 200.0% |
$169 - $229
|
3
$277
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 5.71% |
$169 - $229
|
37
$3.42K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$169 - $229
|
2
$185
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2+ 200.0% |
$169 - $229
|
3
$277
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$84.3 - $115
|
1
$92.5
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.22% |
$84.3 - $115
|
46
$4.25K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 50.0% |
$84.3 - $115
|
1
$92.5
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4- 2.52% |
$337 - $458
|
155
$14.3K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-13- 0.55% |
$1.1K - $1.49K
|
2.34K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-17- 0.06% |
$1.43K - $1.95K
|
29.1K
$2.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-17- 0.6% |
$1.43K - $1.95K
|
2.79K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17- 80.95% |
$1.43K - $1.95K
|
4
$370
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-19- 95.0% |
$1.6K - $2.18K
|
1
$92.5
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-19- 10.0% |
$1.6K - $2.18K
|
171
$15.8K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-32- 0.18% |
$2.7K - $3.66K
|
18.2K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-33- 0.21% |
$2.78K - $3.78K
|
15.6K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-33- 2.96% |
$2.78K - $3.78K
|
1.08K
$100K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-38- 1.32% |
$3.2K - $4.35K
|
2.84K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-40- 1.08% |
$3.37K - $4.58K
|
3.68K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-40- 11.59% |
$3.37K - $4.58K
|
305
$28.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-47- 1.36% |
$3.96K - $5.38K
|
3.41K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-49- 1.72% |
$4.13K - $5.61K
|
2.79K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-62- 1.02% |
$5.23K - $7.1K
|
6.03K
$558K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-65- 1.64% |
$5.48K - $7.44K
|
3.91K
$361K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-79- 1.35% |
$6.66K - $9.05K
|
5.79K
$536K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-96- 8.28% |
$8.09K - $11K
|
1.06K
$98.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.56% |
$8.43K - $11.5K
|
17.7K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-101- 3.08% |
$8.52K - $11.6K
|
3.18K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-105- 4.13% |
$8.85K - $12K
|
2.44K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-108- 2.8% |
$9.11K - $12.4K
|
3.75K
$347K
|