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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
253+ 275.0% |
$13.3K - $17.1K
|
345
$38.1K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
77New |
$4.04K - $5.19K
|
77
$8.5K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
46New |
$2.41K - $3.1K
|
46
$5.08K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
27+ 36.0% |
$1.42K - $1.82K
|
102
$11.3K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13New |
$682 - $876
|
13
$1.44K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$524 - $674
|
10
$1.1K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
4New |
$210 - $270
|
4
$442
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$52.4 - $67.4
|
1
$110
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Honeycomb Asset Management LP
New York, NY |
BUY
|
- |
156KNew |
$8.99M - $12.2M
|
156K
$17.2M
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
57.4K+ 729.89% |
$3.31M - $4.51M
|
65.3K
$7.21M
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
23.5KNew |
$1.36M - $1.85M
|
23.5K
$2.6M
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
14.5K+ 28.2% |
$834K - $1.14M
|
65.7K
$7.26M
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
9.3KNew |
$536K - $730K
|
9.3K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
7.9KNew |
$455K - $620K
|
7.9K
$872K
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.92KNew |
$341K - $465K
|
5.92K
$654K
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.89KNew |
$282K - $384K
|
4.89K
$540K
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.97K+ 7.63% |
$229K - $312K
|
56.1K
$6.19M
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.4KNew |
$196K - $267K
|
3.4K
$376K
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.05KNew |
$60.5K - $82.4K
|
1.05K
$116K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.01KNew |
$58.1K - $79K
|
1.01K
$111K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
678+ 18.14% |
$39.1K - $53.2K
|
4.42K
$488K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
343New |
$19.8K - $26.9K
|
343
$37.9K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
247New |
$14.2K - $19.4K
|
247
$27.3K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
132New |
$7.61K - $10.4K
|
132
$14.6K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
17+ 13.49% |
$980 - $1.33K
|
143
$15.8K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
13New |
$749 - $1.02K
|
13
$1.44K
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 14.89% |
$404 - $550
|
54
$5.96K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$115 - $157
|
2
$221
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
747KNew |
$42.5M - $54.9M
|
747K
$82.5M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
160KNew |
$9.11M - $11.8M
|
160K
$17.7M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
10.8K+ 68.66% |
$617K - $797K
|
26.6K
$2.94M
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
9.4KNew |
$535K - $691K
|
9.4K
$1.04M
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6.05KNew |
$344K - $444K
|
6.05K
$668K
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.03K+ 12.96% |
$58.8K - $75.9K
|
9K
$994K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.02KNew |
$58.3K - $75.3K
|
1.02K
$113K
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
951+ 6.83% |
$54.2K - $69.9K
|
14.9K
$1.64M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
600+ 0.93% |
$34.2K - $44.1K
|
65.4K
$7.22M
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
38New |
$2.16K - $2.79K
|
38
$4.2K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
6New |
$342 - $441
|
6
$663
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
25.1KNew |
$1.36M - $1.8M
|
25.1K
$2.77M
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
15.4KNew |
$831K - $1.1M
|
15.4K
$1.7M
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.25KNew |
$447K - $591K
|
8.25K
$911K
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
926+ 26.73% |
$50.1K - $66.3K
|
4.39K
$485K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
170New |
$9.2K - $12.2K
|
170
$18.8K
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
25+ 0.7% |
$1.35K - $1.79K
|
3.62K
$400K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$108 - $143
|
2
$221
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Rheos Capital Works Inc.
|
BUY
|
- |
44.2K+ 25.85% |
$2.01M - $2.98M
|
215K
$23.8M
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
4KNew |
$182K - $270K
|
4K
$442K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
200New |
$9.08K - $13.5K
|
200
$22.1K
|