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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
21New |
$1.31K - $1.6K
|
21
$2.32K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2New |
$125 - $152
|
2
$221
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
442KNew |
$27.2M - $33.4M
|
442K
$48.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
181KNew |
$11.1M - $13.7M
|
181K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
65.4KNew |
$4.03M - $4.94M
|
65.4K
$7.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
53.8KNew |
$3.31M - $4.07M
|
53.8K
$5.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
28KNew |
$1.72M - $2.12M
|
28K
$3.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
11.8KNew |
$724K - $889K
|
11.8K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.5KNew |
$649K - $796K
|
10.5K
$1.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
9.74KNew |
$600K - $736K
|
9.74K
$1.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.64KNew |
$409K - $502K
|
6.64K
$733K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
5.7KNew |
$351K - $431K
|
5.7K
$629K
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
4.87KNew |
$300K - $368K
|
4.87K
$537K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.25K+ 27.09% |
$262K - $321K
|
19.9K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.44KNew |
$212K - $260K
|
3.44K
$380K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.15KNew |
$194K - $238K
|
3.15K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.94KNew |
$181K - $222K
|
2.94K
$325K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.82KNew |
$174K - $213K
|
2.82K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
607New |
$37.4K - $45.9K
|
607
$67K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
549New |
$33.8K - $41.5K
|
549
$60.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
57New |
$3.51K - $4.31K
|
57
$6.29K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
41New |
$2.52K - $3.1K
|
41
$4.53K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14New |
$862 - $1.06K
|
14
$1.55K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 40.0% |
$369 - $454
|
21
$2.32K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 2.78% |
$308 - $378
|
185
$20.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
5New |
$308 - $378
|
5
$552
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
17.7KNew |
$905K - $1.16M
|
17.7K
$1.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
12.6KNew |
$644K - $828K
|
12.6K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
9.39KNew |
$479K - $616K
|
9.39K
$1.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.94KNew |
$456K - $587K
|
8.94K
$987K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.73KNew |
$446K - $574K
|
8.73K
$964K
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7.6KNew |
$388K - $499K
|
7.6K
$839K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.87KNew |
$351K - $451K
|
6.87K
$759K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
4.88KNew |
$249K - $320K
|
4.88K
$539K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.81KNew |
$194K - $250K
|
3.81K
$421K
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
801+ 5.11% |
$40.9K - $52.6K
|
16.5K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
433+ 7.85% |
$22.1K - $28.4K
|
5.95K
$657K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
100New |
$5.1K - $6.57K
|
100
$11K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12New |
$612 - $788
|
12
$1.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 19.51% |
$408 - $525
|
49
$5.41K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
854KNew |
$44.8M - $57.5M
|
854K
$94.3M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
37.5KNew |
$1.97M - $2.53M
|
37.5K
$4.14M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
25KNew |
$1.31M - $1.69M
|
25K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$542K - $697K
|
10.3K
$1.14M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
8.07KNew |
$423K - $544K
|
8.07K
$891K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.41KNew |
$179K - $230K
|
3.41K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.44K+ 20.77% |
$75.6K - $97.2K
|
8.38K
$926K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
1.15K+ 12.99% |
$60.3K - $77.5K
|
10K
$1.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
282New |
$14.8K - $19K
|
282
$31.1K
|
|