Cambridge Investment Research Advisors, Inc. Healthequity, Inc. Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 15, 2019	SELL	$62.18 - $78.3 $317,428 - $399,721	-5,105 Closed	0 $0
Q1 2019 May 08, 2019	BUY	$52.86 - $84.51 $269,850 - $431,423	5,105 New	5,105 $0
Q4 2018 Feb 05, 2019	SELL	$54.39 - $100.44 $120,908 - $223,278	-2,223 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	$74.12 - $97.32 $164,768 - $216,342	2,223 New	2,223 $0

Others Institutions Holding HQY

# of Institutions

436

Shares Held

81.8M

Call Options Held

205K

Put Options Held

101K

Black Rock Inc. New York, NY

10.7M
Shares

$1.11 Billion
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

8.88M
Shares

$921 Million
0.01% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

7.76M
Shares

$805 Million
3.16% of portfolio
State Street Corp Boston, MA

3.13M
Shares

$325 Million
0.01% of portfolio
Clearbridge Investments, LLC New York, NY

2.39M
Shares

$248 Million
0.16% of portfolio

View Full List

About HEALTHEQUITY, INC.

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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