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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-19.7K- 71.53% |
$1.66M - $2.26M
|
7.84K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
7.72K+ 57.33% |
$651K - $884K
|
21.2K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
2.33KNew |
$196K - $267K
|
2.33K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
73New |
$6.16K - $8.36K
|
73
$7.43K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$1.15M - $1.56M
|
13.7K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-335- 17.93% |
$28.2K - $38.4K
|
1.53K
$156K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
60+ 2.27% |
$5.06K - $6.87K
|
2.7K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-9.93K- 41.77% |
$837K - $1.14M
|
13.8K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-150- 1.66% |
$12.6K - $17.2K
|
8.88K
$904K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.5K+ 7.19% |
$126K - $172K
|
22.3K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-34.8K- 60.56% |
$2.93M - $3.98M
|
22.6K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
420New |
$35.4K - $48.1K
|
420
$42.7K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
165New |
$13.9K - $18.9K
|
165
$16.8K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
55New |
$4.64K - $6.3K
|
55
$5.6K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
8.43KNew |
$711K - $965K
|
8.43K
$858K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50New |
$4.22K - $5.73K
|
50
$5.09K
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
51.4K+ 416.44% |
$4.34M - $5.89M
|
63.8K
$6.49M
|
|
|
May 07, 2025
Q1 2025
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-188K- 22.46% |
$15.9M - $21.6M
|
650K
$66.2M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.42K+ 6.27% |
$120K - $162K
|
24K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-5.1K- 95.67% |
$430K - $584K
|
231
$23.5K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
500+ 2.34% |
$42.2K - $57.3K
|
21.9K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-930- 11.47% |
$78.4K - $106K
|
7.18K
$731K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 2.67% |
$1.69K - $2.29K
|
770
$78.4K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15+ 0.63% |
$1.26K - $1.72K
|
2.39K
$243K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7New |
$590 - $802
|
7
$712
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-19- 10.0% |
$1.6K - $2.18K
|
171
$17.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16New |
$1.35K - $1.83K
|
16
$1.63K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$8.43K - $11.5K
|
100
$10.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
173New |
$14.6K - $19.8K
|
173
$17.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9New |
$759 - $1.03K
|
9
$916
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-228- 7.92% |
$19.2K - $26.1K
|
2.65K
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 5.71% |
$169 - $229
|
37
$3.77K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24New |
$2.02K - $2.75K
|
24
$2.44K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$2.11K - $2.86K
|
25
$2.54K
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
77K+ 10.15% |
$6.49M - $8.81M
|
835K
$85M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.94KNew |
$248K - $336K
|
2.94K
$299K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
199New |
$16.8K - $22.8K
|
199
$20.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20New |
$1.69K - $2.29K
|
20
$2.04K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 50.0% |
$84.3 - $115
|
1
$102
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
241+ 8033.33% |
$20.3K - $27.6K
|
244
$24.8K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.49KNew |
$195K - $261K
|
2.49K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-54.2K- 8.99% |
$4.24M - $5.67M
|
549K
$55.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Iron Triangle Partners LP
Cos Cob, CT |
BUY
|
- |
336KNew |
$26.2M - $35.1M
|
336K
$34.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
64.7KNew |
$5.06M - $6.78M
|
64.7K
$6.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.12KNew |
$713K - $954K
|
9.12K
$928K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
45KNew |
$3.52M - $4.71M
|
45K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.6KNew |
$904K - $1.21M
|
11.6K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
145KNew |
$11.3M - $15.2M
|
145K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
14+ 22.95% |
$1.09K - $1.47K
|
75
$7.63K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
933New |
$72.9K - $97.6K
|
933
$95K
|
|