Advisor Group Holdings, Inc. Healthequity, Inc. Transaction History

Advisor Group Holdings, Inc.

$42.2 Billion
Q3 2024

A detailed history of Advisor Group Holdings, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 817 shares of HQY stock, worth $74,420. This represents 0.0% of its overall portfolio holdings.

Number of Shares

817

Previous 1,750 53.31%

Holding current value

$74,420

Previous $150,000 56.0%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$67.98 - $86.62 $63,425 - $80,816	-933 Reduced 53.31%	817 $66,000
Q2 2024 Aug 13, 2024	SELL	$75.85 - $86.94 $107,251 - $122,933	-1,414 Reduced 44.69%	1,750 $150,000
Q1 2024 May 10, 2024	SELL	$66.17 - $83.53 $190,238 - $240,148	-2,875 Reduced 47.61%	3,164 $258,000
Q4 2023 Feb 12, 2024	SELL	$62.44 - $76.13 $196,686 - $239,809	-3,150 Reduced 34.28%	6,039 $400,000
Q3 2023 Nov 13, 2023	BUY	$61.58 - $75.59 $36,763 - $45,127	597 Added 6.95%	9,189 $671,000
Q2 2023 Aug 10, 2023	SELL	$51.02 - $65.67 $22,499 - $28,960	-441 Reduced 4.88%	8,592 $542,000
Q1 2023 May 12, 2023	SELL	$52.44 - $67.41 $116,731 - $150,054	-2,226 Reduced 19.77%	9,033 $530,000
Q4 2022 Feb 10, 2023	BUY	$57.65 - $78.5 $116,049 - $158,020	2,013 Added 21.77%	11,259 $694,000
Q3 2022 Nov 14, 2022	BUY	$56.95 - $73.5 $52,109 - $67,252	915 Added 10.98%	9,246 $620,000
Q2 2022 Aug 10, 2022	BUY	$54.14 - $71.62 $97,506 - $128,987	1,801 Added 27.58%	8,331 $508,000
Q1 2022 May 04, 2022	SELL	$45.4 - $67.44 $10,351 - $15,376	-228 Reduced 3.37%	6,530 $1.03 Million
Q3 2021 Nov 05, 2021	BUY	$61.14 - $82.65 $73,306 - $99,097	1,199 Added 21.57%	6,758 $440,000
Q2 2021 Aug 02, 2021	BUY	$66.24 - $84.6 $83,661 - $106,849	1,263 Added 29.4%	5,559 $447,000
Q1 2021 May 13, 2021	BUY	$67.0 - $91.01 $79,998 - $108,665	1,194 Added 38.49%	4,296 $292,000
Q4 2020 Feb 10, 2021	SELL	$51.41 - $74.4 $87,756 - $127,000	-1,707 Reduced 35.5%	3,102 $215,000
Q3 2020 Nov 12, 2020	SELL	$46.15 - $61.64 $653,484 - $872,822	-14,160 Reduced 74.65%	4,809 $255,000
Q2 2020 Aug 14, 2020	SELL	$41.09 - $67.57 $1.72 Million - $2.83 Million	-41,955 Reduced 68.86%	18,969 $1.11 Million
Q1 2020 May 18, 2020	BUY	$40.54 - $87.73 $2.47 Million - $5.34 Million	60,924 New	60,924 $387,000

Others Institutions Holding HQY

# of Institutions

436

Shares Held

81.8M

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 $7.7B
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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Advisor Group Holdings, Inc. Healthequity, Inc. Transaction History