Purchases and Sales Made in Q2 2025 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
708+ 13.69% |
$54.4K - $80K
|
5.88K
$544K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
692+ 3.73% |
$53.1K - $78.2K
|
19.3K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
679+ 233.33% |
$52.1K - $76.8K
|
970
$89.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
611+ 26.88% |
$46.9K - $69.1K
|
2.88K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
608+ 457.14% |
$46.7K - $68.7K
|
741
$68.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
602+ 56.21% |
$46.2K - $68.1K
|
1.67K
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
592+ 17.51% |
$45.4K - $66.9K
|
3.97K
$367K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
552+ 283.08% |
$42.4K - $62.4K
|
747
$69.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
550New |
$42.2K - $62.2K
|
550
$50.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
536+ 22.27% |
$41.1K - $60.6K
|
2.94K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
525+ 8.69% |
$40.3K - $59.4K
|
6.57K
$607K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
490+ 14.94% |
$37.6K - $55.4K
|
3.77K
$349K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
446+ 12.09% |
$34.2K - $50.4K
|
4.14K
$382K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
435+ 27.69% |
$33.4K - $49.2K
|
2.01K
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
415+ 11.58% |
$31.9K - $46.9K
|
4K
$370K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
408+ 119.3% |
$31.3K - $46.1K
|
750
$69.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
403+ 0.19% |
$30.9K - $45.6K
|
215K
$19.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
BUY
|
- |
396+ 7.37% |
$30.4K - $44.8K
|
5.77K
$534K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
393+ 12.53% |
$30.2K - $44.4K
|
3.53K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
389+ 1.57% |
$29.9K - $44K
|
25.2K
$2.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
327+ 2.5% |
$25.1K - $37K
|
13.4K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
313New |
$24K - $35.4K
|
313
$28.9K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
289+ 2.38% |
$22.2K - $32.7K
|
12.4K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
276+ 5.86% |
$21.2K - $31.2K
|
4.99K
$461K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
265+ 22.42% |
$20.3K - $30K
|
1.45K
$134K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
224+ 172.31% |
$17.2K - $25.3K
|
354
$32.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
222+ 20.86% |
$17K - $25.1K
|
1.29K
$119K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
205+ 3.54% |
$15.7K - $23.2K
|
6K
$555K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
172+ 232.43% |
$13.2K - $19.4K
|
246
$22.8K
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
170+ 8.47% |
$13.1K - $19.2K
|
2.18K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
169+ 0.19% |
$13K - $19.1K
|
90.5K
$8.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
164+ 0.28% |
$12.6K - $18.5K
|
59.7K
$5.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
157+ 1.9% |
$12.1K - $17.8K
|
8.42K
$779K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
152+ 4.46% |
$11.7K - $17.2K
|
3.56K
$329K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
138+ 7.31% |
$10.6K - $15.6K
|
2.03K
$187K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
133+ 41.3% |
$10.2K - $15K
|
455
$42.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
131New |
$10.1K - $14.8K
|
131
$12.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
127+ 4.33% |
$9.75K - $14.4K
|
3.06K
$283K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
120+ 134.83% |
$9.21K - $13.6K
|
209
$19.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
112+ 4.78% |
$8.6K - $12.7K
|
2.46K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
110+ 4.73% |
$8.44K - $12.4K
|
2.44K
$225K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
108+ 2.94% |
$8.29K - $12.2K
|
3.79K
$350K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.57% |
$7.68K - $11.3K
|
17.8K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.41% |
$7.68K - $11.3K
|
24.4K
$2.26M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.48% |
$7.68K - $11.3K
|
20.8K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
91New |
$6.99K - $10.3K
|
91
$8.42K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
89+ 4.96% |
$6.83K - $10.1K
|
1.88K
$174K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
74+ 0.38% |
$5.68K - $8.37K
|
19.3K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
65New |
$4.99K - $7.35K
|
65
$6.01K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
64New |
$4.91K - $7.24K
|
64
$5.92K
|