A detailed history of Captrust Financial Advisors transactions in Healthequity, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 10,088 shares of HQY stock, worth $1.05 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,088
Previous 11,305 10.77%
Holding current value
$1.05 Million
Previous $974,000 15.3%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$67.98 - $86.62 $82,731 - $105,416
-1,217 Reduced 10.77%
10,088 $825,000
Q2 2024

Aug 14, 2024

BUY
$75.85 - $86.94 $62,424 - $71,551
823 Added 7.85%
11,305 $974,000
Q1 2024

May 15, 2024

SELL
$66.17 - $83.53 $83,440 - $105,331
-1,261 Reduced 10.74%
10,482 $855,000
Q4 2023

Feb 14, 2024

SELL
$62.44 - $76.13 $32,031 - $39,054
-513 Reduced 4.19%
11,743 $778,000
Q3 2023

Nov 14, 2023

BUY
$61.58 - $75.59 $303,466 - $372,507
4,928 Added 67.25%
12,256 $895,000
Q2 2023

Aug 14, 2023

SELL
$51.02 - $65.67 $7,346 - $9,456
-144 Reduced 1.93%
7,328 $462,000
Q1 2023

May 15, 2023

BUY
$52.44 - $67.41 $89,305 - $114,799
1,703 Added 29.52%
7,472 $438,000
Q4 2022

Feb 15, 2023

SELL
$57.65 - $78.5 $180,848 - $246,254
-3,137 Reduced 35.22%
5,769 $355,000
Q3 2022

Nov 16, 2022

BUY
$56.95 - $73.5 $398,365 - $514,132
6,995 Added 366.04%
8,906 $598,000
Q2 2022

Aug 23, 2022

SELL
$54.14 - $71.62 $14,238 - $18,836
-263 Reduced 12.1%
1,911 $117,000
Q2 2022

Aug 16, 2022

BUY
$54.14 - $71.62 $54,031 - $71,476
998 Added 84.86%
2,174 $133,000
Q1 2022

May 16, 2022

BUY
$45.4 - $67.44 $25,651 - $38,103
565 Added 92.47%
1,176 $79,000
Q4 2021

Feb 14, 2022

BUY
$39.52 - $69.52 $1,976 - $3,476
50 Added 8.91%
611 $27,000
Q3 2021

Nov 16, 2021

BUY
$61.14 - $82.65 $7,336 - $9,918
120 Added 27.21%
561 $36,000
Q2 2021

Aug 16, 2021

SELL
$66.24 - $84.6 $61,139 - $78,085
-923 Reduced 67.67%
441 $35,000
Q1 2021

May 17, 2021

BUY
$67.0 - $91.01 $15,745 - $21,387
235 Added 20.81%
1,364 $93,000
Q4 2020

Feb 16, 2021

SELL
$51.41 - $74.4 $211,038 - $305,412
-4,105 Reduced 78.43%
1,129 $79,000
Q3 2020

Nov 17, 2020

BUY
$46.15 - $61.64 $119,390 - $159,462
2,587 Added 97.73%
5,234 $271,000
Q2 2020

Aug 14, 2020

SELL
$41.09 - $67.57 $181,987 - $299,267
-4,429 Reduced 62.59%
2,647 $157,000
Q1 2020

May 15, 2020

SELL
$40.54 - $87.73 $9,810 - $21,230
-242 Reduced 3.31%
7,076 $311,000
Q4 2019

Feb 14, 2020

SELL
$51.99 - $76.5 $10,657 - $15,682
-205 Reduced 2.72%
7,318 $529,000
Q3 2019

Nov 14, 2019

SELL
$55.4 - $81.98 $17,395 - $25,741
-314 Reduced 4.01%
7,523 $430,000
Q2 2019

Aug 13, 2019

BUY
$62.18 - $78.3 $14,923 - $18,792
240 Added 3.16%
7,837 $513,000
Q1 2019

May 15, 2019

SELL
$52.86 - $84.51 $3,647 - $5,831
-69 Reduced 0.9%
7,597 $562,000
Q4 2018

Feb 13, 2019

BUY
$54.39 - $100.44 $416,953 - $769,973
7,666 New
7,666 $457,000
Q2 2018

Aug 13, 2018

SELL
$60.39 - $81.76 $492,480 - $666,752
-8,155 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$46.47 - $66.82 $378,962 - $544,917
8,155 New
8,155 $492,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.81B
  • 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 ...
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