Capital Advisory Group Advisory Services, LLC Healthequity, Inc. Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$46.15 - $61.64 $113,759 - $151,942	-2,465 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$41.09 - $67.57 $101,286 - $166,560	2,465 New	2,465 $145,000
Q1 2020 May 18, 2020	SELL	$40.54 - $87.73 $143,633 - $310,827	-3,543 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$51.99 - $76.5 $174,582 - $256,887	3,358 Added 1815.14%	3,543 $262,000
Q3 2019 May 28, 2020	BUY	$55.4 - $81.98 $4,044 - $5,984	73 Added 65.18%	185 $10,000
Q2 2019 May 28, 2020	BUY	$62.18 - $78.3 $6,964 - $8,769	112 New	112 $8,000

Others Institutions Holding HQY

# of Institutions

444

Shares Held

81.6M

Call Options Held

205K

Put Options Held

101K

Black Rock Inc. New York, NY

10.7M
Shares

$1.12 Billion
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

8.88M
Shares

$930 Million
0.01% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

7.76M
Shares

$813 Million
3.16% of portfolio
State Street Corp Boston, MA

3.13M
Shares

$328 Million
0.01% of portfolio
Clearbridge Investments, LLC New York, NY

2.39M
Shares

$250 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 $8.85B
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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