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

Advisor Group Holdings, Inc.

  • $42.1 Billion
  • Q1 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 12,168 shares of HQY stock, worth $1.26 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,168
Previous 1,023 1089.44%
Holding current value
$1.26 Million
Previous $98,000 996.94%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$84.32 - $114.51 $939,746 - $1.28 Million
11,145 Added 1089.44%
12,168 $1.08 Million
Q4 2024

Feb 07, 2025
BUY
$78.18 - $104.65 $16,105 - $21,557
206 Added 25.21%
1,023 $98,000
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
519
Shares Held
88M
Call Options Held
308K
Put Options Held
322K
View Full List

About HEALTHEQUITY, INC.

HQY Quotes by TradingView
  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.77B
  • 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 ...
More about HQY
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