Crossmark Global Holdings, Inc. Healthequity, Inc. Transaction History

Crossmark Global Holdings, Inc.

$6.02 Billion
Q2 2025

A detailed history of Crossmark Global Holdings, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Crossmark Global Holdings, Inc. holds 5,823 shares of HQY stock, worth $541,713. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,823

Previous 6,296 7.51%

Holding current value

$541,713

Previous $556,000 9.71%

% of portfolio

0.01%

Previous 0.01%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$76.77 - $113.06 $36,312 - $53,477	-473 Reduced 7.51%	5,823 $610,000
Q1 2025 Apr 29, 2025	BUY	$84.32 - $114.51 $22,007 - $29,887	261 Added 4.32%	6,296 $556,000
Q4 2024 Jan 16, 2025	BUY	$78.18 - $104.65 $4,456 - $5,965	57 Added 0.95%	6,035 $579,000
Q3 2024 Nov 04, 2024	SELL	$67.98 - $86.62 $360,497 - $459,345	-5,303 Reduced 47.01%	5,978 $489,000
Q2 2024 Jul 29, 2024	SELL	$75.85 - $86.94 $34,663 - $39,731	-457 Reduced 3.89%	11,281 $972,000
Q1 2024 May 13, 2024	BUY	$66.17 - $83.53 $33,415 - $42,182	505 Added 4.5%	11,738 $959,000
Q4 2023 Feb 13, 2024	SELL	$62.44 - $76.13 $226,844 - $276,580	-3,633 Reduced 24.44%	11,233 $745,000
Q3 2023 Nov 08, 2023	SELL	$61.58 - $75.59 $10,591 - $13,001	-172 Reduced 1.14%	14,866 $1.11 Million
Q2 2023 Jul 31, 2023	SELL	$51.02 - $65.67 $58,775 - $75,651	-1,152 Reduced 7.12%	15,038 $974,000
Q1 2023 May 12, 2023	BUY	$52.44 - $67.41 $2,307 - $2,966	44 Added 0.27%	16,190 $950,000
Q4 2022 Jan 19, 2023	BUY	$57.65 - $78.5 $30,035 - $40,898	521 Added 3.33%	16,146 $996,000
Q3 2022 Nov 01, 2022	SELL	$56.95 - $73.5 $29,386 - $37,926	-516 Reduced 3.2%	15,625 $1.05 Million
Q2 2022 Jul 29, 2022	SELL	$54.14 - $71.62 $97,452 - $128,916	-1,800 Reduced 10.03%	16,141 $991,000
Q1 2022 May 11, 2022	BUY	$45.4 - $67.44 $103,512 - $153,763	2,280 Added 14.56%	17,941 $1.21 Million
Q4 2021 Jan 10, 2022	BUY	$39.52 - $69.52 $178,551 - $314,091	4,518 Added 40.55%	15,661 $693,000
Q3 2021 Oct 21, 2021	BUY	$61.14 - $82.65 $681,283 - $920,968	11,143 New	11,143 $722,000
Q3 2021 Oct 13, 2021	SELL	$61.14 - $82.65 $683,545 - $924,027	-11,180 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$66.24 - $84.6 $14,572 - $18,612	-220 Reduced 1.93%	11,180 $900,000
Q1 2021 Apr 15, 2021	BUY	$67.0 - $91.01 $42,880 - $58,246	640 Added 5.95%	11,400 $775,000
Q4 2020 Jan 14, 2021	BUY	$51.41 - $74.4 $221,577 - $320,664	4,310 Added 66.82%	10,760 $750,000
Q3 2020 Oct 08, 2020	BUY	$46.15 - $61.64 $8,768 - $11,711	190 Added 3.04%	6,450 $331,000
Q2 2020 Aug 14, 2020	BUY	$41.09 - $67.57 $14,381 - $23,649	350 Added 5.92%	6,260 $367,000
Q1 2020 Apr 28, 2020	SELL	$40.54 - $87.73 $810 - $1,754	-20 Reduced 0.34%	5,910 $298,000
Q4 2019 Feb 06, 2020	BUY	$51.99 - $76.5 $18,716 - $27,540	360 Added 6.46%	5,930 $439,000
Q3 2019 Oct 09, 2019	BUY	$55.4 - $81.98 $36,564 - $54,106	660 Added 13.44%	5,570 $318,000
Q2 2019 Jul 09, 2019	SELL	$62.18 - $78.3 $11,814 - $14,877	-190 Reduced 3.73%	4,910 $321,000
Q1 2019 May 02, 2019	SELL	$52.86 - $84.51 $2,114 - $3,380	-40 Reduced 0.78%	5,100 $377,000
Q4 2018 Jan 31, 2019	BUY	$54.39 - $100.44 $17,404 - $32,140	320 Added 6.64%	5,140 $307,000
Q3 2018 Nov 08, 2018	SELL	$74.12 - $97.32 $262,384 - $344,512	-3,540 Reduced 42.34%	4,820 $455,000
Q2 2018 Jul 31, 2018	BUY	$60.39 - $81.76 $21,740 - $29,433	360 Added 4.5%	8,360 $628,000
Q1 2018 Apr 16, 2018	SELL	$46.47 - $66.82 $69,705 - $100,229	-1,500 Reduced 15.79%	8,000 $484,000
Q4 2017 Feb 05, 2018	SELL	$43.69 - $53.96 $6,553 - $8,094	-150 Reduced 1.55%	9,500 $443,000
Q3 2016 Oct 25, 2017	BUY	N/A	9,650	9,650 $488,000

Others Institutions Holding HQY

# of Institutions

549

Shares Held

86.6M

Call Options Held

311K

Put Options Held

246K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $7.86B
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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Crossmark Global Holdings, Inc. Healthequity, Inc. Transaction History