Cibc Private Wealth Group, LLC Healthequity, Inc. Transaction History

Cibc Private Wealth Group, LLC

$51.3 Billion
Q1 2025

A detailed history of Cibc Private Wealth Group, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 978,314 shares of HQY stock, worth $102 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

978,314

Previous 63,853 1432.13%

Holding current value

$102 Million

Previous $6.13 Million 1311.25%

% of portfolio

0.17%

Previous 0.01%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$84.32 - $114.51 $77.1 Million - $105 Million	914,461 Added 1432.13%	978,314 $86.5 Million
Q4 2024 Feb 12, 2025	BUY	$78.18 - $104.65 $18,059 - $24,174	231 Added 0.36%	63,853 $6.13 Million
Q3 2024 Nov 13, 2024	SELL	$67.98 - $86.62 $158,393 - $201,824	-2,330 Reduced 3.53%	63,622 $5.21 Million
Q2 2024 Aug 09, 2024	SELL	$75.85 - $86.94 $380,160 - $435,743	-5,012 Reduced 7.06%	65,952 $5.69 Million
Q1 2024 May 10, 2024	SELL	$66.17 - $83.53 $196,260 - $247,749	-2,966 Reduced 4.01%	70,964 $5.79 Million
Q3 2023 Nov 13, 2023	SELL	$61.58 - $75.59 $2.28 Million - $2.8 Million	-37,000 Reduced 33.35%	73,930 $5.4 Million
Q2 2023 Nov 21, 2023	BUY	$51.02 - $65.67 $1.89 Million - $2.43 Million	37,000 Added 50.05%	110,930 $7 Million
Q2 2023 Aug 10, 2023	SELL	$51.02 - $65.67 $117,856 - $151,697	-2,310 Reduced 2.04%	110,930 $7 Million
Q1 2023 Nov 21, 2023	BUY	$52.44 - $67.41 $2.06 Million - $2.65 Million	39,310 Added 53.17%	113,240 $6.65 Million
Q1 2023 May 11, 2023	SELL	$52.44 - $67.41 $46,671 - $59,994	-890 Reduced 0.78%	113,240 $6.65 Million
Q4 2022 Jun 01, 2023	BUY	$57.65 - $78.5 $51,308 - $69,865	890 Added 0.79%	114,130 $7.03 Million
Q4 2022 Feb 13, 2023	SELL	$57.65 - $78.5 $46,120 - $62,800	-800 Reduced 0.7%	114,130 $7.03 Million
Q3 2022 Nov 14, 2022	SELL	$56.95 - $73.5 $1,195 - $1,543	-21 Reduced 0.02%	114,930 $7.72 Million
Q2 2022 Aug 03, 2022	SELL	$54.14 - $71.62 $762,237 - $1.01 Million	-14,079 Reduced 10.91%	114,951 $7.06 Million
Q1 2022 May 16, 2022	SELL	$45.4 - $67.44 $181,600 - $269,760	-4,000 Reduced 3.01%	129,030 $8.7 Million
Q4 2021 Feb 08, 2022	SELL	$39.52 - $69.52 $84,651 - $148,911	-2,142 Reduced 1.58%	133,030 $5.89 Million
Q3 2021 Nov 12, 2021	SELL	$61.14 - $82.65 $1.2 Million - $1.62 Million	-19,594 Reduced 12.66%	135,172 $8.75 Million
Q2 2021 Aug 16, 2021	SELL	$66.24 - $84.6 $588,542 - $751,671	-8,885 Reduced 5.43%	154,766 $12.5 Million
Q1 2021 May 12, 2021	BUY	$67.0 - $91.01 $2.44 Million - $3.31 Million	36,391 Added 28.6%	163,651 $11.1 Million
Q4 2020 Feb 12, 2021	SELL	$51.41 - $74.4 $223,633 - $323,640	-4,350 Reduced 3.31%	127,260 $8.87 Million
Q3 2020 Nov 03, 2020	BUY	$46.15 - $61.64 $6.07 Million - $8.11 Million	131,610 New	131,610 $6.76 Million
Q3 2020 Oct 29, 2020	SELL	$46.15 - $61.64 $5.83 Million - $7.79 Million	-126,330 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$41.09 - $67.57 $271,276 - $446,097	6,602 Added 5.51%	126,330 $7.41 Million
Q1 2020 May 15, 2020	SELL	$40.54 - $87.73 $1.28 Million - $2.76 Million	-31,458 Reduced 20.81%	119,728 $6.06 Million
Q4 2019 Jan 30, 2020	SELL	$51.99 - $76.5 $50,794 - $74,740	-977 Reduced 0.64%	151,186 $11.2 Million
Q3 2019 Oct 16, 2019	SELL	$55.4 - $81.98 $339,269 - $502,045	-6,124 Reduced 3.87%	152,163 $8.7 Million
Q2 2019 Jul 31, 2019	BUY	$62.18 - $78.3 $866,913 - $1.09 Million	13,942 Added 9.66%	158,287 $10.4 Million
Q1 2019 May 10, 2019	BUY	$52.86 - $84.51 $465,168 - $743,688	8,800 Added 6.49%	144,345 $10.7 Million
Q4 2018 Feb 05, 2019	SELL	$54.39 - $100.44 $216,472 - $399,751	-3,980 Reduced 2.85%	135,545 $8.09 Million
Q3 2018 Nov 14, 2018	SELL	$74.12 - $97.32 $2.68 Million - $3.52 Million	-36,126 Reduced 20.57%	139,525 $13.2 Million
Q2 2018 Aug 02, 2018	SELL	$60.39 - $81.76 $234,917 - $318,046	-3,890 Reduced 2.17%	175,651 $13.2 Million
Q1 2018 May 17, 2018	SELL	$46.47 - $66.82 $4.05 Million - $5.82 Million	-87,173 Reduced 32.68%	179,541 $10.9 Million
Q4 2017 Feb 12, 2018	SELL	$43.69 - $53.96 $1.28 Million - $1.58 Million	-29,288 Reduced 9.89%	266,714 $12.4 Million
Q3 2017 Nov 14, 2017	BUY	$40.6 - $50.58 $1.04 Million - $1.3 Million	25,647 Added 9.49%	296,002 $15 Million
Q2 2017 Aug 09, 2017	BUY	N/A	270,355	270,355 $13.5 Million

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 $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 ...

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Cibc Private Wealth Group, LLC Healthequity, Inc. Transaction History