Latest Institutional Transactions on Healthequity, Inc. (HQY)
This table provides information on the latest institutional transactions involving Healthequity, Inc. (HQY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-208- 3.87% |
$16K - $23.5K
|
5.16K
$526K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-8.52K- 44.76% |
$654K - $963K
|
10.5K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-275- 36.33% |
$21.1K - $31.1K
|
482
$49.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
19.1K+ 174.94% |
$1.46M - $2.16M
|
30K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-4.5K- 13.21% |
$345K - $509K
|
29.6K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Aristeia Capital LLC
Greenwich, CT |
SELL
|
- |
-585- 16.75% |
$44.9K - $66.1K
|
2.91K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-43.5K- 50.0% |
$3.34M - $4.92M
|
43.5K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
6New |
$461 - $678
|
6
$611
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.77KNew |
$366K - $539K
|
4.77K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
3.88KNew |
$298K - $438K
|
3.88K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.83K- 2.67% |
$141K - $207K
|
66.9K
$6.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-73- 2.3% |
$5.6K - $8.25K
|
3.1K
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
8.24KNew |
$633K - $932K
|
8.24K
$839K
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-10.1K- 79.8% |
$776K - $1.14M
|
2.56K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
1.53K+ 2.94% |
$117K - $173K
|
53.5K
$5.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.83K+ 56.03% |
$141K - $207K
|
5.11K
$520K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.9K+ 92.86% |
$2.3M - $3.38M
|
62.1K
$6.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-6.78K- 23.31% |
$520K - $766K
|
22.3K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Amundi
Paris, I0 |
BUY
|
- |
2.57K+ 9.32% |
$198K - $291K
|
30.2K
$3.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4.11KNew |
$316K - $465K
|
4.11K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
64New |
$4.91K - $7.24K
|
64
$6.51K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-754- 49.18% |
$57.9K - $85.2K
|
779
$79.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
38New |
$2.92K - $4.3K
|
38
$3.87K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
138+ 7.31% |
$10.6K - $15.6K
|
2.03K
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.4KNew |
$1.18M - $1.74M
|
15.4K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-26- 53.06% |
$2K - $2.94K
|
23
$2.34K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
19.3KNew |
$1.48M - $2.18M
|
19.3K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
152+ 4.46% |
$11.7K - $17.2K
|
3.56K
$363K
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
170+ 8.47% |
$13.1K - $19.2K
|
2.18K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3+ 7.89% |
$230 - $339
|
41
$4.17K
|
|
|
Aug 12, 2025
Q2 2025
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-3.1K- 11.27% |
$238K - $350K
|
24.4K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$172K - $253K
|
2.24K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.11K- 36.5% |
$85.1K - $125K
|
1.93K
$196K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
65New |
$4.99K - $7.35K
|
65
$6.62K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3+ 4.35% |
$230 - $339
|
72
$7.33K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1New |
$76.8 - $113
|
1
$102
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.34K- 35.74% |
$103K - $152K
|
2.41K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
BUY
|
- |
396+ 7.37% |
$30.4K - $44.8K
|
5.77K
$587K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
3New |
$230 - $339
|
3
$305
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-325- 3.09% |
$25K - $36.7K
|
10.2K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-64- 2.82% |
$4.91K - $7.24K
|
2.2K
$224K
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.81K- 24.38% |
$292K - $430K
|
11.8K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-375- 24.54% |
$28.8K - $42.4K
|
1.15K
$117K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
11New |
$844 - $1.24K
|
11
$1.12K
|
|
|
Aug 07, 2025
Q2 2025
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-10.8K- 22.83% |
$826K - $1.22M
|
36.3K
$3.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$154 - $226
|
2
$204
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2New |
$154 - $226
|
2
$204
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-11- 61.11% |
$844 - $1.24K
|
7
$712
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.74KNew |
$671K - $988K
|
8.74K
$889K
|
|