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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-431- 6.66% |
$33.7K - $45.1K
|
6.05K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-199K- 15.9% |
$15.5M - $20.8M
|
1.05M
$87.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8- 0.31% |
$625 - $837
|
2.56K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
481+ 0.22% |
$37.6K - $50.3K
|
215K
$17.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-53- 14.8% |
$4.14K - $5.55K
|
305
$25.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.53K+ 7.18% |
$120K - $160K
|
22.9K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-190- 1.87% |
$14.9K - $19.9K
|
9.96K
$830K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-84.5K- 17.59% |
$6.61M - $8.85M
|
396K
$33M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.23KNew |
$174K - $234K
|
2.23K
$186K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
12.5K+ 43.62% |
$977K - $1.31M
|
41.1K
$3.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
105+ 94.59% |
$8.21K - $11K
|
216
$18K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4New |
$313 - $419
|
4
$333
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
150New |
$11.7K - $15.7K
|
150
$12.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-12- 0.18% |
$938 - $1.26K
|
6.55K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-663- 10.15% |
$51.8K - $69.4K
|
5.87K
$489K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.4K+ 56.72% |
$109K - $146K
|
3.86K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-28- 0.22% |
$2.19K - $2.93K
|
12.7K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-570- 14.15% |
$44.6K - $59.7K
|
3.46K
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-11K- 19.33% |
$860K - $1.15M
|
45.9K
$3.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
245+ 2.56% |
$19.2K - $25.6K
|
9.81K
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17- 7.52% |
$1.33K - $1.78K
|
209
$17.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.52KNew |
$197K - $264K
|
2.52K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
56+ 7.4% |
$4.38K - $5.86K
|
813
$67.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 15.38% |
$156 - $209
|
11
$917
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
273+ 3.55% |
$21.3K - $28.6K
|
7.97K
$664K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-42- 35.9% |
$3.28K - $4.4K
|
75
$6.25K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
299+ 8.74% |
$23.4K - $31.3K
|
3.72K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
43+ 1.54% |
$3.36K - $4.5K
|
2.84K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
420+ 8.52% |
$32.8K - $44K
|
5.35K
$446K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.22K- 53.26% |
$486K - $651K
|
5.46K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-17.1K- 71.15% |
$1.34M - $1.79M
|
6.93K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 4.51% |
$1.02K - $1.36K
|
301
$25.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-95- 0.1% |
$7.43K - $9.94K
|
92.3K
$7.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-261- 0.35% |
$20.4K - $27.3K
|
73.3K
$6.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
57+ 0.95% |
$4.46K - $5.97K
|
6.04K
$503K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.38KNew |
$186K - $249K
|
2.38K
$198K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.01K+ 39.83% |
$79.1K - $106K
|
3.55K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$212K - $284K
|
2.72K
$226K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-185- 3.75% |
$14.5K - $19.4K
|
4.75K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
65New |
$5.08K - $6.8K
|
65
$5.42K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.97KNew |
$311K - $416K
|
3.97K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Covea Finance
|
BUY
|
- |
18KNew |
$1.41M - $1.88M
|
18K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
15.1KNew |
$1.18M - $1.58M
|
15.1K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
13+ 20.0% |
$1.02K - $1.36K
|
78
$6.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
32New |
$2.5K - $3.35K
|
32
$2.67K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.76K+ 4.83% |
$216K - $289K
|
59.8K
$4.99M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.43KNew |
$190K - $254K
|
2.43K
$203K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-9.74K- 6.5% |
$662K - $843K
|
140K
$11.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.77KNew |
$392K - $500K
|
5.77K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
15KNew |
$1.02M - $1.3M
|
15K
$1.25M
|
|