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 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-10.5K- 34.53% |
$808K - $1.19M
|
20K
$2.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
7.06KNew |
$542K - $798K
|
7.06K
$718K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2New |
$154 - $226
|
2
$204
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 1.66% |
$1.38K - $2.04K
|
1.06K
$108K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2New |
$154 - $226
|
2
$204
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-15.3K- 88.51% |
$1.18M - $1.73M
|
1.99K
$202K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-759- 98.06% |
$58.3K - $85.8K
|
15
$1.53K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$537 - $791
|
7
$712
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-17- 13.39% |
$1.31K - $1.92K
|
110
$11.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
10.5K+ 40.38% |
$806K - $1.19M
|
36.5K
$3.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-3.66K- 15.72% |
$281K - $414K
|
19.6K
$2M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
13K+ 7.81% |
$998K - $1.47M
|
179K
$18.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.34KNew |
$180K - $265K
|
2.34K
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.94KNew |
$149K - $219K
|
1.94K
$197K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$154 - $226
|
3
$305
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$154 - $226
|
4
$407
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.81K- 21.22% |
$139K - $205K
|
6.74K
$686K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
3.26KNew |
$250K - $369K
|
3.26K
$332K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.81K- 21.22% |
$139K - $205K
|
6.74K
$686K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-752- 1.98% |
$57.7K - $85K
|
37.2K
$3.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
39+ 1.4% |
$2.99K - $4.41K
|
2.83K
$288K
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
7.2K+ 22.5% |
$553K - $814K
|
39.2K
$3.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
36+ 34.62% |
$2.76K - $4.07K
|
140
$14.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 27.27% |
$230 - $339
|
8
$814
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.17K+ 14.0% |
$244K - $359K
|
25.8K
$2.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$154 - $226
|
2
$204
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
550New |
$42.2K - $62.2K
|
550
$56K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
131New |
$10.1K - $14.8K
|
131
$13.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11KNew |
$85.1K - $125K
|
1.11K
$113K
|
|
| Q1 2025 | |||||||
|
Dec 03, 2025
Q1 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-4.4KClosed |
$371K - $504K
|
0
$0
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.29KNew |
$193K - $262K
|
2.29K
$233K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
3New |
$253 - $344
|
3
$305
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
278New |
$23.4K - $31.8K
|
278
$28.3K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
BUY
|
- |
200+ 3.51% |
$16.9K - $22.9K
|
5.9K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
2.36KNew |
$199K - $270K
|
2.36K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
33.3KNew |
$2.81M - $3.82M
|
33.3K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$169 - $229
|
2
$204
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
885+ 36.95% |
$74.6K - $101K
|
3.28K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
30K+ 13.02% |
$2.53M - $3.43M
|
260K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
4K+ 50.0% |
$337K - $458K
|
12K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-40- 11.59% |
$3.37K - $4.58K
|
305
$31K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.13K- 2.14% |
$433K - $588K
|
235K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.82K- 20.42% |
$238K - $323K
|
11K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
165+ 5.05% |
$13.9K - $18.9K
|
3.43K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-32- 0.18% |
$2.7K - $3.66K
|
18.2K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.64KNew |
$475K - $645K
|
5.64K
$574K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
738New |
$62.2K - $84.5K
|
738
$75.1K
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
44+ 0.71% |
$3.71K - $5.04K
|
6.2K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2.8KNew |
$236K - $321K
|
2.8K
$285K
|
|