Narus Financial Partners, LLC Healthequity, Inc. Transaction History

Narus Financial Partners, LLC

$296 Billion
Q4 2024

A detailed history of Narus Financial Partners, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Narus Financial Partners, LLC holds 5,870 shares of HQY stock, worth $638,656. This represents 0.19% of its overall portfolio holdings.

Number of Shares

5,870

Previous 6,533 10.15%

Holding current value

$638,656

Previous $535 Million 5.33%

% of portfolio

0.19%

Previous 0.19%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$78.18 - $104.65 $51,833 - $69,382	-663 Reduced 10.15%	5,870 $563 Million
Q3 2024 Oct 18, 2024	BUY	$67.98 - $86.62 $475 - $606	7 Added 0.11%	6,533 $535 Million
Q2 2024 Jul 17, 2024	BUY	$75.85 - $86.94 $160,043 - $183,443	2,110 Added 47.78%	6,526 $563 Million
Q1 2024 Apr 18, 2024	SELL	$66.17 - $83.53 $661 - $835	-10 Reduced 0.23%	4,416 $360 Million
Q4 2023 Jan 25, 2024	SELL	$62.44 - $76.13 $1,436 - $1,750	-23 Reduced 0.52%	4,426 $293 Million
Q2 2023 Aug 30, 2023	SELL	$51.02 - $65.67 $102 - $131	-2 Reduced 0.04%	4,449 $281 Million
Q1 2023 Jun 27, 2023	BUY	$52.44 - $67.41 $233,410 - $300,041	4,451 New	4,451 $261 Million
Q4 2022 Oct 12, 2023	SELL	$57.65 - $78.5 $57 - $78	-1 Reduced 0.02%	4,451 $274 Million
Q3 2022 Oct 12, 2023	BUY	$56.95 - $73.5 $170 - $220	3 Added 0.07%	4,452 $299 Million
Q2 2022 Oct 12, 2023	BUY	$54.14 - $71.62 $162 - $214	3 Added 0.07%	4,452 $273 Million
Q1 2022 Sep 12, 2023	BUY	$45.4 - $67.44 $136 - $202	3 Added 0.07%	4,452 $300 Million
Q1 2021 Mar 07, 2024	SELL	$67.0 - $91.01 $34,505 - $46,870	-515 Reduced 11.64%	3,911 $266 Million
Q4 2019 May 14, 2024	SELL	$51.99 - $76.5 $36,341 - $53,473	-699 Reduced 17.66%	3,258 $241 Million
Q3 2019 May 14, 2024	SELL	$55.4 - $81.98 $25,428 - $37,628	-459 Reduced 10.39%	3,957 $226 Million
Q2 2019 May 13, 2024	SELL	$62.18 - $78.3 $28,540 - $35,939	-459 Reduced 10.39%	3,957 $259 Million

Others Institutions Holding HQY

# of Institutions

447

Shares Held

81M

Call Options Held

205K

Put Options Held

101K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $9.2B
Description
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...

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Narus Financial Partners, LLC Healthequity, Inc. Transaction History