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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-110- 1.68% |
$9.28K - $12.6K
|
6.44K
$596K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-128- 4.64% |
$10.8K - $14.7K
|
2.63K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-139- 0.72% |
$11.7K - $15.9K
|
19.3K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-150- 1.66% |
$12.6K - $17.2K
|
8.88K
$821K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-209Closed |
$17.6K - $23.9K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-228- 7.92% |
$19.2K - $26.1K
|
2.65K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-244- 0.41% |
$20.6K - $27.9K
|
59.6K
$5.51M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-272- 1.78% |
$22.9K - $31.1K
|
15K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-272- 0.64% |
$22.9K - $31.1K
|
42K
$3.88M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-279- 18.7% |
$23.5K - $31.9K
|
1.21K
$112K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-297- 2.07% |
$25K - $34K
|
14.1K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-310- 8.83% |
$26.1K - $35.5K
|
3.2K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-335- 17.93% |
$28.2K - $38.4K
|
1.53K
$142K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-361- 2.78% |
$30.4K - $41.3K
|
12.6K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-386- 9.42% |
$32.5K - $44.2K
|
3.71K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-425- 55.41% |
$35.8K - $48.7K
|
342
$31.6K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-470- 5.62% |
$39.6K - $53.8K
|
7.9K
$730K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-506- 2.0% |
$42.7K - $57.9K
|
24.8K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-512Closed |
$43.2K - $58.6K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-533- 29.19% |
$44.9K - $61K
|
1.29K
$120K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-565- 1.67% |
$47.6K - $64.7K
|
33.3K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-565- 0.38% |
$47.6K - $64.7K
|
149K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-566Closed |
$47.7K - $64.8K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-600- 15.11% |
$50.6K - $68.7K
|
3.37K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-668- 9.46% |
$56.3K - $76.5K
|
6.39K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-681- 0.1% |
$57.4K - $78K
|
669K
$61.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-700- 0.33% |
$59K - $80.2K
|
214K
$19.8M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-702- 11.61% |
$59.2K - $80.4K
|
5.34K
$494K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-791- 1.13% |
$66.7K - $90.6K
|
69.4K
$6.42M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-858- 35.96% |
$72.3K - $98.2K
|
1.53K
$141K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-906- 1.11% |
$76.4K - $104K
|
80.6K
$7.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-926- 2.92% |
$78.1K - $106K
|
30.8K
$2.85M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-930- 11.47% |
$78.4K - $106K
|
7.18K
$664K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-957- 14.61% |
$80.7K - $110K
|
5.59K
$517K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-990- 25.88% |
$83.5K - $113K
|
2.84K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.02K- 10.36% |
$86K - $117K
|
8.82K
$816K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.06K- 22.39% |
$89.7K - $122K
|
3.69K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.18K- 7.27% |
$99.2K - $135K
|
15K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.29K- 1.3% |
$109K - $148K
|
97.7K
$9.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.72K- 4.31% |
$145K - $196K
|
38.1K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.79K- 12.11% |
$151K - $205K
|
13K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.85K- 1.93% |
$156K - $212K
|
94.3K
$8.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.97K- 2.13% |
$166K - $225K
|
90.4K
$8.36M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.18K- 2.2% |
$184K - $250K
|
96.8K
$8.96M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.29K- 10.01% |
$193K - $262K
|
20.6K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-2.42K- 10.5% |
$204K - $277K
|
20.6K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.44K- 17.5% |
$206K - $279K
|
11.5K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.59K- 11.79% |
$218K - $296K
|
19.4K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.82K- 20.42% |
$238K - $323K
|
11K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-3.04K- 11.53% |
$256K - $348K
|
23.3K
$2.16M
|