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 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
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
214+ 52.2% |
$18.7K - $22.1K
|
624
$63.5K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 2.13% |
$87.4 - $103
|
46
$4.68K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
33K+ 48.47% |
$2.88M - $3.4M
|
101K
$10.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5- 2.25% |
$437 - $516
|
217
$22.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.63K+ 461.58% |
$143K - $168K
|
1.99K
$202K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.51K- 2.6% |
$220K - $259K
|
94.3K
$9.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
103+ 0.97% |
$9K - $10.6K
|
10.7K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
66+ 2.53% |
$5.77K - $6.81K
|
2.67K
$272K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
8.33K+ 33.13% |
$729K - $859K
|
33.5K
$3.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.87KNew |
$251K - $296K
|
2.87K
$292K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-56- 16.62% |
$4.9K - $5.77K
|
281
$28.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
19.1K+ 120.13% |
$1.67M - $1.97M
|
35K
$3.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
77+ 43.75% |
$6.73K - $7.94K
|
253
$25.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
523+ 2.26% |
$45.7K - $53.9K
|
23.7K
$2.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-64.7K- 17.02% |
$5.65M - $6.67M
|
315K
$32.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-156- 0.41% |
$13.6K - $16.1K
|
37.9K
$3.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-8- 2.27% |
$699 - $825
|
345
$35.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-148- 3.58% |
$12.9K - $15.3K
|
3.99K
$406K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
231New |
$20.2K - $23.8K
|
231
$23.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
17New |
$1.49K - $1.75K
|
17
$1.73K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-32- 61.54% |
$2.8K - $3.3K
|
20
$2.04K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-6.53K- 38.59% |
$571K - $673K
|
10.4K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-292K- 28.74% |
$25.5M - $30.1M
|
724K
$73.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.21KNew |
$193K - $228K
|
2.21K
$225K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
31.9KNew |
$2.79M - $3.29M
|
31.9K
$3.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
BUY
|
- |
3.15KNew |
$275K - $325K
|
3.15K
$321K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31- 0.57% |
$2.71K - $3.2K
|
5.39K
$548K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.32KNew |
$203K - $239K
|
2.32K
$236K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
701+ 10.92% |
$61.3K - $72.3K
|
7.12K
$725K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-19- 61.29% |
$1.66K - $1.96K
|
12
$1.22K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-4- 4.04% |
$350 - $412
|
95
$9.67K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
346+ 15.07% |
$30.2K - $35.7K
|
2.64K
$269K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.21K+ 37.68% |
$106K - $124K
|
4.41K
$449K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-200- 0.25% |
$17.5K - $20.6K
|
78.5K
$7.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-15.7K- 7.53% |
$1.37M - $1.62M
|
193K
$19.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
3+ 9.68% |
$262 - $309
|
34
$3.46K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
160+ 380.95% |
$14K - $16.5K
|
202
$20.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-125- 1.89% |
$10.9K - $12.9K
|
6.48K
$659K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.17KNew |
$190K - $224K
|
2.17K
$221K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-113- 3.97% |
$9.88K - $11.7K
|
2.73K
$278K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.99K+ 116.96% |
$611K - $720K
|
13K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
6.91K+ 7.22% |
$604K - $713K
|
103K
$10.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-485- 0.75% |
$42.4K - $50K
|
64.5K
$6.56M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-490- 5.04% |
$42.8K - $50.5K
|
9.23K
$939K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 2.25% |
$35K - $41.2K
|
17.4K
$1.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.7KNew |
$3.3M - $3.89M
|
37.7K
$3.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.33KNew |
$204K - $240K
|
2.33K
$237K
|
|