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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.62K+ 31.47% |
$754K - $889K
|
36K
$3.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
42.4K+ 122.65% |
$3.7M - $4.37M
|
76.9K
$7.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Suncoast Equity Management
|
BUY
|
- |
7.32KNew |
$640K - $755K
|
7.32K
$745K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-57- 4.43% |
$4.98K - $5.88K
|
1.23K
$125K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$87.4 - $103
|
1
$102
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 25.86% |
$1.31K - $1.55K
|
73
$7.43K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
14New |
$1.22K - $1.44K
|
14
$1.42K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-325- 4.95% |
$28.4K - $33.5K
|
6.24K
$635K
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
15.8KNew |
$1.38M - $1.63M
|
15.8K
$1.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.6KNew |
$315K - $371K
|
3.6K
$366K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
60+ 2.06% |
$5.25K - $6.19K
|
2.98K
$303K
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
17.2KNew |
$1.51M - $1.78M
|
17.2K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
12.9K+ 73.73% |
$1.13M - $1.33M
|
30.5K
$3.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
172+ 8.87% |
$15K - $17.7K
|
2.11K
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-11.5K- 16.19% |
$1.01M - $1.19M
|
59.7K
$6.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
235New |
$20.5K - $24.2K
|
235
$23.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
SELL
|
- |
-908- 18.68% |
$79.4K - $93.6K
|
3.95K
$402K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.46KNew |
$215K - $253K
|
2.46K
$250K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.19K+ 112.72% |
$628K - $741K
|
13.6K
$1.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.11K- 45.3% |
$272K - $321K
|
3.76K
$382K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18+ 52.94% |
$1.57K - $1.86K
|
52
$5.29K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.4KNew |
$210K - $248K
|
2.4K
$245K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 7.25% |
$437 - $516
|
74
$7.53K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
106+ 1.26% |
$9.27K - $10.9K
|
8.53K
$868K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.18K- 17.14% |
$190K - $225K
|
10.5K
$1.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-32.6K- 67.06% |
$2.85M - $3.36M
|
16K
$1.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
10.9KNew |
$955K - $1.13M
|
10.9K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
7.99K+ 124.05% |
$699K - $824K
|
14.4K
$1.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
11.5KNew |
$1M - $1.18M
|
11.5K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3.18K+ 98.15% |
$278K - $328K
|
6.43K
$654K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
146+ 59.35% |
$12.8K - $15.1K
|
392
$39.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.2K- 7.31% |
$192K - $227K
|
27.9K
$2.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-169K- 58.58% |
$14.8M - $17.5M
|
120K
$12.2M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
550+ 26.32% |
$48.1K - $56.7K
|
2.64K
$269K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-3.13K- 14.82% |
$241K - $354K
|
18K
$1.83M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.4K+ 16.83% |
$5.25M - $7.73M
|
475K
$48.3M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-64- 1.29% |
$4.91K - $7.24K
|
4.91K
$500K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.21K- 13.67% |
$400K - $589K
|
32.9K
$3.35M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1New |
$76.8 - $113
|
1
$102
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.4% |
$76.8 - $113
|
249
$25.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-2.23K- 2.86% |
$171K - $252K
|
75.7K
$7.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
40.9K+ 68.66% |
$3.14M - $4.62M
|
100K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
31.2K+ 31.75% |
$2.39M - $3.53M
|
129K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.07KNew |
$159K - $234K
|
2.07K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
First Turn Management, LLC
Del Mar, CA |
SELL
|
- |
-3.09K- 3.68% |
$237K - $349K
|
80.9K
$8.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
129K+ 991.53% |
$9.89M - $14.6M
|
142K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
28.8KNew |
$2.21M - $3.25M
|
28.8K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Viking Global Investors LP
|
BUY
|
- |
220KNew |
$16.9M - $24.8M
|
220K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-208- 3.87% |
$16K - $23.5K
|
5.16K
$526K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-8.52K- 44.76% |
$654K - $963K
|
10.5K
$1.07M
|
|