Latest Institutional Purchases of Healthequity, Inc. (HQY)
This list provides information on the latest institutional transactions involving Healthequity, Inc. (HQY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
77K+ 10.15% |
$6.49M - $8.81M
|
835K
$70.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
42.8K+ 168.0% |
$3.61M - $4.9M
|
68.3K
$5.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
38.9K+ 86411.11% |
$3.28M - $4.45M
|
38.9K
$3.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
26KNew |
$2.19M - $2.98M
|
26K
$2.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.9K+ 44.66% |
$329K - $446K
|
12.6K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.94KNew |
$248K - $336K
|
2.94K
$248K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.69K+ 1.01% |
$227K - $308K
|
270K
$22.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.27K+ 24.73% |
$107K - $145K
|
6.38K
$539K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
924+ 17.26% |
$77.9K - $106K
|
6.28K
$530K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
897+ 40.04% |
$75.6K - $103K
|
3.14K
$265K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
759+ 5060.0% |
$64K - $86.9K
|
774
$65.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
434+ 104.83% |
$36.6K - $49.7K
|
848
$71.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
425+ 16.86% |
$35.8K - $48.7K
|
2.95K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
388+ 7.11% |
$32.7K - $44.4K
|
5.84K
$494K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
350+ 6.15% |
$29.5K - $40.1K
|
6.04K
$511K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
322New |
$27.2K - $36.9K
|
322
$27.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
318+ 13.54% |
$26.8K - $36.4K
|
2.67K
$225K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
241+ 8033.33% |
$20.3K - $27.6K
|
244
$20.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
199New |
$16.8K - $22.8K
|
199
$16.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
142+ 17.47% |
$12K - $16.3K
|
955
$80.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
96+ 0.15% |
$8.09K - $11K
|
65.8K
$5.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 40.0% |
$3.37K - $4.58K
|
140
$11.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 2.43% |
$2.36K - $3.21K
|
1.18K
$99.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$2.11K - $2.86K
|
25
$2.11K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
25+ 65.79% |
$2.11K - $2.86K
|
63
$5.32K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24New |
$2.02K - $2.75K
|
24
$2.03K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20New |
$1.69K - $2.29K
|
20
$1.69K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 5.63% |
$759 - $1.03K
|
169
$14.3K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7+ 0.11% |
$590 - $802
|
6.41K
$542K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 4.23% |
$253 - $344
|
74
$6.25K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
107MNew |
$8.4B - $11.2B
|
107M
$9.08B
|
|
|
Feb 14, 2025
Q4 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
814KNew |
$63.6M - $85.2M
|
814K
$68.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
779KNew |
$60.9M - $81.5M
|
779K
$65.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
554K+ 58.49% |
$43.3M - $58M
|
1.5M
$127M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
477KNew |
$37.3M - $49.9M
|
477K
$40.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
472K+ 73.05% |
$36.9M - $49.4M
|
1.12M
$94.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iron Triangle Partners LP
Cos Cob, CT |
BUY
|
- |
336KNew |
$26.2M - $35.1M
|
336K
$28.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
263KNew |
$20.6M - $27.5M
|
263K
$22.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
256KNew |
$20M - $26.8M
|
256K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
224K+ 12.03% |
$17.5M - $23.4M
|
2.09M
$176M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
220K+ 196.91% |
$17.2M - $23.1M
|
332K
$28.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
207K+ 24.57% |
$16.2M - $21.7M
|
1.05M
$88.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
204K+ 35.77% |
$15.9M - $21.3M
|
773K
$65.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
190K+ 66.4% |
$14.9M - $19.9M
|
477K
$40.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
145KNew |
$11.3M - $15.2M
|
145K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
130K+ 4.17% |
$10.2M - $13.7M
|
3.26M
$276M
|
|
|
Feb 14, 2025
Q4 2024
|
First Turn Management, LLC
Del Mar, CA |
BUY
|
- |
126KNew |
$9.84M - $13.2M
|
126K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
121K+ 11.7% |
$9.46M - $12.7M
|
1.16M
$97.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
115K+ 63.13% |
$8.98M - $12M
|
297K
$25.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
99.6K+ 1.12% |
$7.79M - $10.4M
|
8.98M
$759M
|
|