Franklin Resources Inc Healthequity, Inc. Transaction History

Franklin Resources Inc

$346 Billion
Q3 2024

A detailed history of Franklin Resources Inc transactions in Healthequity, Inc. stock. As of the latest transaction made, Franklin Resources Inc holds 1,640,215 shares of HQY stock, worth $169 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,640,215

Previous 1,628,556 0.72%

Holding current value

$169 Million

Previous $140 Million 4.36%

% of portfolio

0.04%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$67.98 - $86.62 $792,578 - $1.01 Million	11,659 Added 0.72%	1,640,215 $134 Million
Q2 2024 Aug 14, 2024	BUY	$75.85 - $86.94 $5.25 Million - $6.01 Million	69,168 Added 4.44%	1,628,556 $140 Million
Q1 2024 May 13, 2024	BUY	$66.17 - $83.53 $5.21 Million - $6.58 Million	78,733 Added 5.32%	1,559,388 $127 Million
Q4 2023 Feb 09, 2024	BUY	$62.44 - $76.13 $6.03 Million - $7.35 Million	96,583 Added 6.98%	1,480,655 $98.2 Million
Q3 2023 Nov 13, 2023	SELL	$61.58 - $75.59 $3.78 Million - $4.63 Million	-61,313 Reduced 4.24%	1,384,072 $101 Million
Q2 2023 Aug 11, 2023	BUY	$51.02 - $65.67 $14 Million - $18 Million	274,268 Added 23.42%	1,445,385 $91.3 Million
Q1 2023 May 12, 2023	SELL	$52.44 - $67.41 $34,872 - $44,827	-665 Reduced 0.06%	1,171,117 $68.8 Million
Q4 2022 Feb 10, 2023	BUY	$57.65 - $78.5 $1.08 Million - $1.47 Million	18,700 Added 1.62%	1,171,782 $72.2 Million
Q3 2022 Nov 14, 2022	BUY	$56.95 - $73.5 $661,929 - $854,290	11,623 Added 1.02%	1,153,082 $77.5 Million
Q2 2022 Aug 11, 2022	SELL	$54.14 - $71.62 $1.32 Million - $1.75 Million	-24,467 Reduced 2.1%	1,141,459 $70.1 Million
Q1 2022 May 13, 2022	BUY	$45.4 - $67.44 $109,141 - $162,125	2,404 Added 0.21%	1,165,926 $78.6 Million
Q4 2021 Feb 11, 2022	BUY	$39.52 - $69.52 $12.2 Million - $21.5 Million	308,552 Added 36.09%	1,163,522 $51.5 Million
Q3 2021 Nov 12, 2021	SELL	$61.14 - $82.65 $176,572 - $238,693	-2,888 Reduced 0.34%	854,970 $55.4 Million
Q2 2021 Aug 13, 2021	SELL	$66.24 - $84.6 $45,904 - $58,627	-693 Reduced 0.08%	857,858 $69 Million
Q1 2021 May 13, 2021	SELL	$67.0 - $91.01 $14.7 Million - $19.9 Million	-218,914 Reduced 20.32%	858,551 $58.4 Million
Q4 2020 Feb 10, 2021	SELL	$51.41 - $74.4 $8,534 - $12,350	-166 Reduced 0.02%	1,077,465 $75.1 Million
Q3 2020 Nov 12, 2020	BUY	$46.15 - $61.64 $9.91 Million - $13.2 Million	214,799 Added 24.89%	1,077,631 $55.4 Million
Q2 2020 Aug 13, 2020	SELL	$41.09 - $67.57 $1.41 Million - $2.32 Million	-34,301 Reduced 3.82%	862,832 $48.6 Million
Q1 2020 May 13, 2020	BUY	$40.54 - $87.73 $1.84 Million - $3.99 Million	45,489 Added 5.34%	897,133 $45.4 Million
Q4 2019 Feb 12, 2020	SELL	$51.99 - $76.5 $11,073 - $16,294	-213 Reduced 0.03%	851,644 $63.1 Million
Q3 2019 Nov 14, 2019	BUY	$55.4 - $81.98 $2.79 Million - $4.13 Million	50,385 Added 6.29%	851,857 $48.7 Million
Q2 2019 Aug 14, 2019	BUY	$62.18 - $78.3 $18.8 Million - $23.7 Million	302,642 Added 60.67%	801,472 $52.4 Million
Q1 2019 May 14, 2019	BUY	$52.86 - $84.51 $16.5 Million - $26.4 Million	312,198 Added 167.28%	498,830 $36.9 Million
Q4 2018 Feb 12, 2019	SELL	$54.39 - $100.44 $95,345 - $176,071	-1,753 Reduced 0.93%	186,632 $11.1 Million
Q3 2018 Nov 13, 2018	SELL	$74.12 - $97.32 $6.31 Million - $8.28 Million	-85,096 Reduced 31.12%	188,385 $17.8 Million
Q2 2018 Aug 14, 2018	SELL	$60.39 - $81.76 $115,888 - $156,897	-1,919 Reduced 0.7%	273,481 $20.5 Million
Q1 2018 May 10, 2018	SELL	$46.47 - $66.82 $1.79 Million - $2.57 Million	-38,460 Reduced 12.25%	275,400 $16.7 Million
Q4 2017 Feb 14, 2018	SELL	$43.69 - $53.96 $134,477 - $166,088	-3,078 Reduced 0.97%	313,860 $14.6 Million
Q3 2017 Nov 13, 2017	BUY	$40.6 - $50.58 $12.9 Million - $16 Million	316,938	316,938 $16 Million

Others Institutions Holding HQY

# of Institutions

434

Shares Held

81.8M

Call Options Held

205K

Put Options Held

101K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.7B
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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Franklin Resources Inc Healthequity, Inc. Transaction History