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 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-893- 7.38% |
$78.1K - $92.1K
|
11.2K
$1.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.5K- 11.63% |
$219K - $258K
|
19K
$1.93M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
30.4K+ 60.56% |
$2.66M - $3.13M
|
80.6K
$8.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
19+ 2.2% |
$1.66K - $1.96K
|
882
$89.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-24- 0.98% |
$2.1K - $2.47K
|
2.41K
$246K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.58K- 2.01% |
$488K - $576K
|
272K
$27.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
46+ 0.08% |
$4.02K - $4.74K
|
60.7K
$6.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
72+ 1.32% |
$6.29K - $7.42K
|
5.54K
$564K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.3K+ 68.53% |
$1.34M - $1.58M
|
37.7K
$3.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
200New |
$17.5K - $20.6K
|
200
$20.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
8.05KNew |
$703K - $830K
|
8.05K
$819K
|
|
|
Nov 06, 2025
Q3 2025
|
12th Street Asset Management Company, LLC
Nashville, TN |
BUY
|
- |
145K+ 114.37% |
$12.7M - $15M
|
272K
$27.7M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 1.85% |
$142K - $167K
|
89.1K
$9.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
61.3K+ 21.29% |
$5.36M - $6.32M
|
349K
$35.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-88- 3.26% |
$7.69K - $9.07K
|
2.61K
$266K
|
|
|
Nov 05, 2025
Q3 2025
|
Homestead Advisers Corp
|
BUY
|
- |
5.9K+ 21.93% |
$516K - $608K
|
32.8K
$3.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-8.35K- 2.96% |
$730K - $861K
|
274K
$27.9M
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.96% |
$17.5K - $20.6K
|
20.6K
$2.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2.62KNew |
$229K - $270K
|
2.62K
$267K
|
|
|
Nov 05, 2025
Q3 2025
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
6.54K+ 8.84% |
$572K - $674K
|
80.5K
$8.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.29K+ 15.87% |
$113K - $133K
|
9.4K
$957K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
102+ 24.29% |
$8.92K - $10.5K
|
522
$53.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
74+ 2.1% |
$6.47K - $7.63K
|
3.6K
$366K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.07K- 14.39% |
$269K - $317K
|
18.3K
$1.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
48.6K+ 45.47% |
$4.25M - $5.01M
|
156K
$15.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.84K+ 1.71% |
$423K - $499K
|
287K
$29.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2+ 0.23% |
$175 - $206
|
868
$88.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-45- 0.77% |
$3.93K - $4.64K
|
5.84K
$594K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.03K+ 2.02% |
$439K - $518K
|
254K
$25.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
525+ 17.15% |
$45.9K - $54.1K
|
3.59K
$365K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.71K+ 55.62% |
$149K - $176K
|
4.78K
$486K
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-6.92K- 99.71% |
$605K - $713K
|
20
$2.04K
|
|
|
Nov 04, 2025
Q3 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-568- 0.23% |
$49.7K - $58.6K
|
248K
$25.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6- 0.01% |
$525 - $619
|
53.6K
$5.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.16K+ 100.9% |
$451K - $532K
|
10.3K
$1.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.04KNew |
$353K - $417K
|
4.04K
$411K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
457+ 41.47% |
$40K - $47.1K
|
1.56K
$159K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.67K+ 1.96% |
$234K - $276K
|
139K
$14.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
84+ 11.11% |
$7.34K - $8.66K
|
840
$85.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
4.64KNew |
$406K - $479K
|
4.64K
$473K
|
|
|
Nov 03, 2025
Q3 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
553+ 1.24% |
$48.3K - $57K
|
45.1K
$4.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-172- 6.64% |
$15K - $17.7K
|
2.42K
$246K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.66K- 17.67% |
$145K - $171K
|
7.73K
$786K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-16- 5.73% |
$1.4K - $1.65K
|
263
$26.8K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-17.9K- 9.2% |
$1.57M - $1.85M
|
177K
$18M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.19KNew |
$191K - $225K
|
2.19K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.11KNew |
$185K - $218K
|
2.11K
$215K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
20+ 500.0% |
$1.75K - $2.06K
|
24
$2.44K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
12New |
$1.05K - $1.24K
|
12
$1.22K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
333+ 1.32% |
$29.1K - $34.3K
|
25.6K
$2.6M
|
|