Latest Institutional Transactions on Healthequity, Inc. (HQY)

HQY Quotes by TradingView

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
Oct 07, 2020 Q2 2020
Acg Wealth

SELL
 -
-11.5K
Closed
$472K - $776K
0 $0
Aug 13, 2020 Q2 2020
Axiom Investors LLC

Greenwich, CT
SELL
 -
-49.1K
Closed
$2.02M - $3.32M
0 $0
Aug 06, 2020 Q2 2020
Seven Eight Capital, LP

SELL
 -
-6.3K
Closed
$259K - $426K
0 $0
Jul 27, 2020 Q2 2020
Regions Financial Corp

SELL
 -
-5.41K
Closed
$222K - $366K
0 $0
Jul 22, 2020 Q2 2020
Dock Street Asset Management Inc

SELL
 -
-119K
Closed
$4.9M - $8.06M
0 $0
Jul 20, 2020 Q2 2020
Valeo Financial Advisors, LLC

BUY
 CALL
800
New
$32.9K - $54.1K
800 $89.2K
Jul 16, 2020 Q2 2020
Versant Capital Management, Inc

SELL
 -
-20
Closed
$822 - $1.35K
0 $0
Jul 08, 2020 Q2 2020
Lowe Wealth Advisors, LLC

SELL
 -
-300
Closed
$12.3K - $20.3K
0 $0
Jul 07, 2020 Q2 2020
Diversified Trust CO

SELL
 -
-15.5K
Closed
$637K - $1.05M
0 $0
Jul 06, 2020 Q2 2020
Anderson Hoagland & CO

SELL
 -
-13.3K
Closed
$548K - $901K
0 $0
Q1 2020
Aug 27, 2020 Q1 2020
Gleason Group, Inc.

SELL
 -
-785
Closed
$31.8K - $68.9K
0 $0
May 18, 2020 Q1 2020
Westover Capital Advisors, LLC

Wilmington, DE
SELL
 -
-11.4K
Closed
$463K - $1M
0 $0
May 15, 2020 Q1 2020
Itau Unibanco Holding S.A.

Sao Paulo, D5
SELL
 -
-922
Closed
$37.4K - $80.9K
0 $0
May 15, 2020 Q1 2020
Sawtooth Solutions, LLC

SELL
 -
-2.84K
Closed
$115K - $250K
0 $0
May 14, 2020 Q1 2020
Aviva PLC

SELL
 -
-30.8K
Closed
$1.25M - $2.7M
0 $0
May 12, 2020 Q1 2020
Stanley Laman Group, Ltd.

Berwyn, PA
SELL
 -
-15.6K
Closed
$634K - $1.37M
0 $0
May 12, 2020 Q1 2020
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-3.51K
Closed
$142K - $308K
0 $0
May 12, 2020 Q1 2020
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-205
Closed
$8.31K - $18K
0 $0
May 12, 2020 Q1 2020
Rational Advisors LLC

Huntington, NY
SELL
 -
-6.69K
Closed
$271K - $587K
0 $0
May 12, 2020 Q1 2020
Catalyst Capital Advisors LLC

Huntington, NY
SELL
 -
-12K
Closed
$486K - $1.05M
0 $0
May 11, 2020 Q1 2020
Column Capital Advisors, LLC

SELL
 -
-17
Closed
$689 - $1.49K
0 $0
May 04, 2020 Q1 2020
Essex Investment Management CO LLC

Boston, MA
SELL
 -
-4.91K
Closed
$199K - $431K
0 $0
May 04, 2020 Q1 2020
Hodges Capital Management Inc.

SELL
 -
-78.8K
Closed
$3.2M - $6.92M
0 $0
Apr 28, 2020 Q1 2020
S&Co Inc

Boston, MA
SELL
 -
-2.71K
Closed
$110K - $238K
0 $0
Apr 09, 2020 Q1 2020
Time Scale Financial, Inc.

SELL
 -
-101
Closed
$4.09K - $8.86K
0 $0
Q4 2019
Feb 14, 2020 Q4 2019
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-14.7K
Closed
$762K - $1.12M
0 $0
Feb 14, 2020 Q4 2019
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-60
Closed
$3.12K - $4.59K
0 $0
Feb 12, 2020 Q4 2019
Navellier & Associates Inc

Reno, NV
SELL
 -
-4.22K
Closed
$220K - $323K
0 $0
Feb 11, 2020 Q4 2019
Cutter & CO Brokerage, Inc.

SELL
 -
-9.09K
Closed
$473K - $695K
0 $0
Feb 10, 2020 Q4 2019
Sun Life Financial Inc

Toronto, A6
SELL
 -
-3.74K
Closed
$194K - $286K
0 $0
Jan 29, 2020 Q4 2019
Hms Capital Management, LLC

SELL
 -
-25.3K
Closed
$1.31M - $1.93M
0 $0
Jan 29, 2020 Q4 2019
Hms Capital Management, LLC

SELL
 PUT
-9.3K
Closed
$484K - $711K
0 $0
Jan 28, 2020 Q4 2019
Garrett Wealth Advisory Group, LLC

SELL
 -
-32
Closed
$1.66K - $2.45K
0 $0
Jan 27, 2020 Q4 2019
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-100
Closed
$5.2K - $7.65K
0 $0
Jan 22, 2020 Q4 2019
Harbour Capital Advisors, LLC

SELL
 -
-4.26K
Closed
$221K - $326K
0 $0
Jan 06, 2020 Q4 2019
Altfest L J & CO Inc

SELL
 -
-3.8K
Closed
$197K - $290K
0 $0
Q3 2019
Jan 08, 2024 Q3 2019
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-200K
Closed
$11.1M - $16.4M
0 $0
Nov 09, 2023 Q3 2019
Brewin Dolphin Wealth Management LTD

Conskleagh, Dublin, L2
SELL
 -
-165
Closed
$9.14K - $13.5K
0 $0
Mar 16, 2021 Q3 2019
Axiom Investment Management LLC

New York, NY
SELL
 -
-42K
Closed
$2.33M - $3.44M
0 $0
Nov 14, 2019 Q3 2019
Quantinno Capital Management LP

New York, NY
SELL
 -
-4.59K
Closed
$254K - $376K
0 $0
Nov 14, 2019 Q3 2019
Edmond De Rothschild Holding S.A.

Chambesy, V8
SELL
 -
-365
Closed
$20.2K - $29.9K
0 $0
Nov 14, 2019 Q3 2019
Tig Advisors, LLC

New York, NY
SELL
 -
-5.66K
Closed
$313K - $464K
0 $0
Nov 13, 2019 Q3 2019
United Services Automobile Association

San Antonio, TX
SELL
 -
-83.5K
Closed
$4.63M - $6.84M
0 $0
Nov 13, 2019 Q3 2019
Jefferies Group LLC

New York, NY
SELL
 -
-4.23K
Closed
$234K - $347K
0 $0
Nov 13, 2019 Q3 2019
Fort, L.P.

Chevy Chase, MD
SELL
 -
-853
Closed
$47.3K - $69.9K
0 $0
Nov 12, 2019 Q3 2019
Spark Investment Management LLC

New York, NY
SELL
 -
-24.9K
Closed
$1.38M - $2.04M
0 $0
Nov 12, 2019 Q3 2019
Employees Retirement System Of Texas

SELL
 -
-17K
Closed
$942K - $1.39M
0 $0
Nov 08, 2019 Q3 2019
Ing Groep Nv

SELL
 -
-8.37K
Closed
$463K - $686K
0 $0
Nov 08, 2019 Q3 2019
Stevens Capital Management LP

Radnor, PA
SELL
 -
-23.6K
Closed
$1.31M - $1.93M
0 $0

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