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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
20New |
$1.56K - $2.09K
|
20
$1.67K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-165- 2.44% |
$12.9K - $17.3K
|
6.6K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
482+ 6.43% |
$37.7K - $50.4K
|
7.98K
$665K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-315- 8.24% |
$24.6K - $33K
|
3.51K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
718+ 6.21% |
$56.1K - $75.1K
|
12.3K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.26K- 5.9% |
$411K - $550K
|
83.8K
$6.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.33KNew |
$417K - $558K
|
5.33K
$445K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11.6K+ 55.0% |
$906K - $1.21M
|
32.7K
$2.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-173- 12.98% |
$13.5K - $18.1K
|
1.16K
$96.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
16New |
$1.25K - $1.67K
|
16
$1.33K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
8.03KNew |
$628K - $840K
|
8.03K
$669K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-48.7K- 83.53% |
$3.81M - $5.1M
|
9.6K
$800K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
46.7K+ 15.9% |
$3.65M - $4.88M
|
340K
$28.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10KNew |
$782K - $1.05M
|
10K
$834K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
150+ 8.33% |
$11.7K - $15.7K
|
1.95K
$163K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
206+ 25.21% |
$16.1K - $21.6K
|
1.02K
$85.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-946- 4.2% |
$74K - $99K
|
21.6K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-15- 0.1% |
$1.17K - $1.57K
|
15.7K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
4New |
$313 - $419
|
4
$333
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
47New |
$3.67K - $4.92K
|
47
$3.92K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.53K- 14.69% |
$120K - $160K
|
8.88K
$740K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.34K+ 9.47% |
$340K - $454K
|
50.2K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.82K+ 3.68% |
$377K - $504K
|
136K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$156 - $209
|
2
$167
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.83K+ 23.37% |
$143K - $191K
|
9.65K
$804K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
80+ 135.59% |
$6.25K - $8.37K
|
139
$11.6K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.37K+ 4.82% |
$342K - $457K
|
95.1K
$7.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 7.89% |
$82.1K - $110K
|
14.4K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
107MNew |
$8.4B - $11.2B
|
107M
$8.95B
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
158+ 3.48% |
$12.4K - $16.5K
|
4.7K
$392K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
4.09KNew |
$320K - $428K
|
4.09K
$341K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
6.74K+ 42.49% |
$527K - $706K
|
22.6K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-39K- 14.58% |
$3.05M - $4.08M
|
229K
$19.1M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.48% |
$7.82K - $10.5K
|
20.7K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
25K+ 2.35% |
$1.95M - $2.62M
|
1.09M
$90.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27.6K- 64.33% |
$2.16M - $2.89M
|
15.3K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-10.5K- 11.7% |
$820K - $1.1M
|
79.2K
$6.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-665- 7.36% |
$52K - $69.6K
|
8.37K
$697K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
289+ 1.15% |
$22.6K - $30.2K
|
25.3K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.54K- 7.16% |
$277K - $370K
|
45.9K
$3.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
8.3KNew |
$649K - $869K
|
8.3K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
207K+ 24.57% |
$16.2M - $21.7M
|
1.05M
$87.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
162+ 27.55% |
$12.7K - $17K
|
750
$62.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-18- 33.33% |
$1.41K - $1.88K
|
36
$3K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
477KNew |
$37.3M - $49.9M
|
477K
$39.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
16+ 17.78% |
$1.25K - $1.67K
|
106
$8.84K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 34.97% |
$3.91K - $5.23K
|
93
$7.75K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-24- 15.89% |
$1.88K - $2.51K
|
127
$10.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-186K- 23.57% |
$14.6M - $19.5M
|
604K
$50.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11New |
$860 - $1.15K
|
11
$917
|