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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-6.19KClosed |
$410K - $524K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-24.1KClosed |
$1.6M - $2.04M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
17.2KNew |
$1.14M - $1.45M
|
17.2K
$1.91M
|
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-13Closed |
$861 - $1.1K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-80Closed |
$5.3K - $6.77K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-9.8KClosed |
$657K - $892K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Dorsal Capital Management, LLC
Redwood City, CA |
SELL
|
- |
-1MClosed |
$67M - $91M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Rock Springs Capital Management LP
Baltimore, MD |
SELL
|
- |
-75KClosed |
$5.03M - $6.83M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-12KClosed |
$804K - $1.09M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-22.3KClosed |
$1.49M - $2.03M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-3.9KClosed |
$261K - $355K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-41.1KClosed |
$2.75M - $3.74M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-70Closed |
$4.69K - $6.37K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-196Closed |
$13.1K - $17.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-20Closed |
$1.34K - $1.82K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$335 - $455
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-100Closed |
$6.7K - $9.1K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Keeler T Homas Management LLC
|
SELL
|
- |
-6.48KClosed |
$434K - $590K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-83Closed |
$5.56K - $7.55K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
175New |
$9K - $13K
|
175
$19.5K
|
|
|
Feb 16, 2021
Q4 2020
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
CALL |
-50KClosed |
$2.57M - $3.72M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-20.3KClosed |
$1.04M - $1.51M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-4.19KClosed |
$216K - $312K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-6Closed |
$308 - $446
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.56KClosed |
$80.3K - $116K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-388Closed |
$19.9K - $28.9K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-200Closed |
$10.3K - $14.9K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-10Closed |
$514 - $744
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Royce & Associates LP
|
SELL
|
- |
-20KClosed |
$1.03M - $1.49M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-462Closed |
$23.8K - $34.4K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-149Closed |
$7.66K - $11.1K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-500Closed |
$25.7K - $37.2K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-13Closed |
$668 - $967
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.31KClosed |
$245K - $327K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.47KClosed |
$114K - $152K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-70Closed |
$3.23K - $4.31K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.89KClosed |
$87.3K - $117K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-300Closed |
$13.8K - $18.5K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-746KClosed |
$34.4M - $46M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Silvant Capital Management LLC
|
SELL
|
- |
-6.64KClosed |
$307K - $410K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-55Closed |
$2.54K - $3.39K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.75KClosed |
$173K - $231K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-14.7KClosed |
$678K - $906K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-50Closed |
$2.31K - $3.08K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.73KClosed |
$79.6K - $106K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Firestone Capital Management
|
SELL
|
- |
-100Closed |
$4.62K - $6.16K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.1KClosed |
$50.8K - $67.8K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-129Closed |
$5.95K - $7.95K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-36Closed |
$1.66K - $2.22K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Nov 09, 2023
Q2 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-245Closed |
$10.1K - $16.6K
|
0
$0
|
|