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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.81KNew |
$194K - $250K
|
3.81K
$365K
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
801+ 5.11% |
$40.9K - $52.6K
|
16.5K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
433+ 7.85% |
$22.1K - $28.4K
|
5.95K
$570K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
100New |
$5.1K - $6.57K
|
100
$9.57K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12New |
$612 - $788
|
12
$1.15K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 19.51% |
$408 - $525
|
49
$4.69K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
854KNew |
$44.8M - $57.5M
|
854K
$81.7M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
25KNew |
$1.31M - $1.69M
|
25K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$542K - $697K
|
10.3K
$989K
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
8.07KNew |
$423K - $544K
|
8.07K
$772K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.41KNew |
$179K - $230K
|
3.41K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.44K+ 20.77% |
$75.6K - $97.2K
|
8.38K
$803K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
1.15K+ 12.99% |
$60.3K - $77.5K
|
10K
$957K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
282New |
$14.8K - $19K
|
282
$27K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
253+ 275.0% |
$13.3K - $17.1K
|
345
$33K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
77New |
$4.04K - $5.19K
|
77
$7.37K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
46New |
$2.41K - $3.1K
|
46
$4.4K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
27+ 36.0% |
$1.42K - $1.82K
|
102
$9.77K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13New |
$682 - $876
|
13
$1.24K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$524 - $674
|
10
$957
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
4New |
$210 - $270
|
4
$383
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$52.4 - $67.4
|
1
$95.7
|
|
|
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
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
23.5KNew |
$1.36M - $1.85M
|
23.5K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
14.5K+ 28.2% |
$834K - $1.14M
|
65.7K
$6.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
9.3KNew |
$536K - $730K
|
9.3K
$890K
|
|
|
Feb 14, 2023
Q4 2022
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
7.9KNew |
$455K - $620K
|
7.9K
$756K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.92KNew |
$341K - $465K
|
5.92K
$567K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.89KNew |
$282K - $384K
|
4.89K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.97K+ 7.63% |
$229K - $312K
|
56.1K
$5.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.4KNew |
$196K - $267K
|
3.4K
$326K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.01KNew |
$58.1K - $79K
|
1.01K
$96.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
678+ 18.14% |
$39.1K - $53.2K
|
4.42K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
343New |
$19.8K - $26.9K
|
343
$32.8K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
247New |
$14.2K - $19.4K
|
247
$23.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
132New |
$7.61K - $10.4K
|
132
$12.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
13New |
$749 - $1.02K
|
13
$1.24K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$115 - $157
|
2
$191
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
747KNew |
$42.5M - $54.9M
|
747K
$71.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
160KNew |
$9.11M - $11.8M
|
160K
$15.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
10.8K+ 68.66% |
$617K - $797K
|
26.6K
$2.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
9.4KNew |
$535K - $691K
|
9.4K
$900K
|
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6.05KNew |
$344K - $444K
|
6.05K
$579K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.02KNew |
$58.3K - $75.3K
|
1.02K
$98K
|
|
|
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
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
600+ 0.93% |
$34.2K - $44.1K
|
65.4K
$6.26M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
38New |
$2.16K - $2.79K
|
38
$3.64K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
6New |
$342 - $441
|
6
$574
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
25.1KNew |
$1.36M - $1.8M
|
25.1K
$2.4M
|
|