A detailed history of Advisory Research Inc transactions in Healthequity, Inc. stock. As of the latest transaction made, Advisory Research Inc holds 29,055 shares of HQY stock, worth $2.88 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
29,055
Previous 30,730 5.45%
Holding current value
$2.88 Million
Previous $2.65 Million 10.2%
% of portfolio
0.46%
Previous 0.53%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$67.98 - $86.62 $113,866 - $145,088
-1,675 Reduced 5.45%
29,055 $2.38 Million
Q2 2024

Aug 13, 2024

BUY
$75.85 - $86.94 $758 - $869
10 Added 0.03%
30,730 $2.65 Million
Q1 2024

May 14, 2024

BUY
$66.17 - $83.53 $293,463 - $370,455
4,435 Added 16.87%
30,720 $2.51 Million
Q4 2023

Feb 13, 2024

SELL
$62.44 - $76.13 $2.21 Million - $2.69 Million
-35,324 Reduced 57.34%
26,285 $1.74 Million
Q3 2023

Nov 13, 2023

BUY
$61.58 - $75.59 $2.19 Million - $2.69 Million
35,644 Added 137.28%
61,609 $4.5 Million
Q2 2023

Aug 14, 2023

BUY
$51.02 - $65.67 $60,968 - $78,475
1,195 Added 4.82%
25,965 $1.64 Million
Q1 2023

May 12, 2023

SELL
$52.44 - $67.41 $19,140 - $24,604
-365 Reduced 1.45%
24,770 $1.45 Million
Q4 2022

Feb 13, 2023

BUY
$57.65 - $78.5 $1.45 Million - $1.97 Million
25,135 New
25,135 $1.55 Million
Q3 2018

Nov 13, 2018

SELL
$74.12 - $97.32 $1.44 Million - $1.89 Million
-19,457 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
$60.39 - $81.76 $235,822 - $319,272
3,905 Added 25.11%
19,457 $1.46 Million
Q1 2018

May 15, 2018

BUY
$46.47 - $66.82 $722,701 - $1.04 Million
15,552 New
15,552 $942,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.37B
  • 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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