Advisors Asset Management, Inc. Healthequity, Inc. Transaction History

Advisors Asset Management, Inc.

$5.1 Billion
Q1 2025

A detailed history of Advisors Asset Management, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Advisors Asset Management, Inc. holds 2,327 shares of HQY stock, worth $258,669. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,327

Holding current value

$258,669

% of portfolio

0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$84.32 - $114.51 $196,212 - $266,464	2,327 New	2,327 $205,000
Q4 2020 Feb 12, 2021	SELL	$51.41 - $74.4 $80,251 - $116,138	-1,561 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$46.15 - $61.64 $19,844 - $26,505	-430 Reduced 21.6%	1,561 $80,000
Q2 2020 Aug 12, 2020	SELL	$41.09 - $67.57 $3,081 - $5,067	-75 Reduced 3.63%	1,991 $117,000
Q1 2020 May 15, 2020	SELL	$40.54 - $87.73 $26,756 - $57,901	-660 Reduced 24.21%	2,066 $105,000
Q4 2019 Feb 14, 2020	SELL	$51.99 - $76.5 $34,365 - $50,566	-661 Reduced 19.52%	2,726 $202,000
Q3 2019 Nov 14, 2019	SELL	$55.4 - $81.98 $35,400 - $52,385	-639 Reduced 15.87%	3,387 $194,000
Q2 2019 Aug 14, 2019	SELL	$62.18 - $78.3 $683 - $861	-11 Reduced 0.27%	4,026 $263,000
Q1 2019 May 15, 2019	BUY	$52.86 - $84.51 $27,857 - $44,536	527 Added 15.01%	4,037 $299,000
Q4 2018 Jan 31, 2019	BUY	$54.39 - $100.44 $33,123 - $61,167	609 Added 20.99%	3,510 $209,000
Q3 2018 Nov 15, 2018	BUY	$74.12 - $97.32 $56,701 - $74,449	765 Added 35.81%	2,901 $274,000
Q2 2018 Aug 22, 2018	SELL	$60.39 - $81.76 $4.22 Million - $5.72 Million	-69,950 Reduced 97.04%	2,136 $160,000
Q2 2018 Aug 15, 2018	BUY	$60.39 - $81.76 $4.27 Million - $5.78 Million	70,729 Added 5212.16%	72,086 $160,000
Q1 2018 May 15, 2018	BUY	$46.47 - $66.82 $42,520 - $61,140	915 Added 207.01%	1,357 $78,000
Q4 2017 Feb 13, 2018	BUY	$43.69 - $53.96 $19,310 - $23,850	442	442 $21,000

Others Institutions Holding HQY

# of Institutions

519

Shares Held

88M

Call Options Held

308K

Put Options Held

322K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $9.4B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisors Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisors Asset Management, Inc. with notifications on news.

Account

Advisors Asset Management, Inc. Healthequity, Inc. Transaction History