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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
11K+ 53.4% |
$957K - $1.13M
|
31.5K
$3.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.72K+ 24.49% |
$412K - $486K
|
24K
$2.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-22.8K- 11.78% |
$1.99M - $2.35M
|
170K
$17.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
307+ 7.73% |
$26.8K - $31.7K
|
4.28K
$435K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10New |
$874 - $1.03K
|
10
$1.02K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
106K+ 268.83% |
$9.26M - $10.9M
|
145K
$14.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
6.03K+ 13.48% |
$527K - $622K
|
50.7K
$5.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3- 2.08% |
$262 - $309
|
141
$14.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
38.2K+ 2.51% |
$3.34M - $3.93M
|
1.56M
$159M
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.11K+ 2.48% |
$359K - $424K
|
170K
$17.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-64- 0.29% |
$5.59K - $6.6K
|
22.2K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.58K+ 78.29% |
$750K - $885K
|
19.5K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
359+ 13.01% |
$31.4K - $37K
|
3.12K
$317K
|
|
|
Nov 12, 2025
Q3 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-6.77K- 14.29% |
$592K - $698K
|
40.6K
$4.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
4.48K+ 0.82% |
$392K - $462K
|
550K
$56M
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
26.4KNew |
$2.31M - $2.72M
|
26.4K
$2.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-51.9K- 10.4% |
$4.54M - $5.35M
|
447K
$45.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1- 0.03% |
$87.4 - $103
|
3.77K
$384K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
13.9K+ 6.95% |
$1.22M - $1.44M
|
214K
$21.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-266- 4.57% |
$23.3K - $27.4K
|
5.56K
$566K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
4.29K+ 73.84% |
$375K - $442K
|
10.1K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-233- 16.1% |
$20.4K - $24K
|
1.21K
$124K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.7K- 11.67% |
$324K - $382K
|
28K
$2.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
5.84KNew |
$510K - $602K
|
5.84K
$594K
|
|
|
Nov 10, 2025
Q3 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
7.62K+ 97.53% |
$666K - $786K
|
15.4K
$1.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-52.1K- 37.82% |
$4.55M - $5.37M
|
85.6K
$8.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-2.8K- 0.46% |
$245K - $289K
|
610K
$62.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.9K+ 1.14% |
$1.13M - $1.33M
|
1.14M
$116M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-143- 14.74% |
$12.5K - $14.7K
|
827
$84.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.72K- 8.24% |
$238K - $280K
|
30.3K
$3.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-8- 42.11% |
$699 - $825
|
11
$1.12K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.6K+ 50.77% |
$1.45M - $1.71M
|
49.3K
$5.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-26- 7.37% |
$2.27K - $2.68K
|
327
$33.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-109- 12.34% |
$9.53K - $11.2K
|
774
$78.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-302- 6.06% |
$26.4K - $31.1K
|
4.69K
$477K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.01K- 9.9% |
$176K - $208K
|
18.3K
$1.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
102+ 0.84% |
$8.92K - $10.5K
|
12.3K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
57+ 3.04% |
$4.98K - $5.88K
|
1.93K
$197K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-5.27K- 10.26% |
$461K - $544K
|
46.1K
$4.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-71- 0.35% |
$6.21K - $7.32K
|
20.3K
$2.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
1.15M+ 204.7% |
$101M - $119M
|
1.72M
$175M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-17- 0.02% |
$1.49K - $1.75K
|
90.5K
$9.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.21K- 60.36% |
$105K - $124K
|
792
$80.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.79K+ 13.39% |
$157K - $185K
|
15.2K
$1.55M
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
991+ 3.41% |
$86.6K - $102K
|
30.1K
$3.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
301K+ 33.25% |
$26.3M - $31M
|
1.21M
$123M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
80+ 8.81% |
$6.99K - $8.25K
|
988
$101K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-67- 0.35% |
$5.86K - $6.91K
|
19.3K
$1.96M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
244K+ 2.86% |
$21.3M - $25.1M
|
8.75M
$890M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-199- 11.89% |
$17.4K - $20.5K
|
1.47K
$150K
|
|