Global Retirement Partners, LLC Healthequity, Inc. Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 97 shares of HQY stock, worth $9,428. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 169 42.6%

Holding current value

$9,428

Previous $14,000 50.0%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$67.98 - $86.62 $4,894 - $6,236	-72 Reduced 42.6%	97 $7,000
Q2 2024 Jul 23, 2024	BUY	$75.85 - $86.94 $6,826 - $7,824	90 Added 113.92%	169 $14,000
Q4 2023 Jan 18, 2024	SELL	$62.44 - $76.13 $686 - $837	-11 Reduced 12.22%	79 $5,000
Q3 2023 Oct 13, 2023	SELL	$61.58 - $75.59 $307 - $377	-5 Reduced 5.26%	90 $6,000
Q2 2023 Jul 20, 2023	BUY	$51.02 - $65.67 $765 - $985	15 Added 18.75%	95 $5,000
Q4 2022 Feb 13, 2023	BUY	$57.65 - $78.5 $1,210 - $1,648	21 Added 35.59%	80 $4,000
Q4 2022 Feb 13, 2023	BUY	$57.65 - $78.5 $1,210 - $1,648	21 Added 35.59%	80 $4,000
Q3 2022 Nov 03, 2022	SELL	$56.95 - $73.5 $284 - $367	-5 Reduced 7.81%	59 $5,000
Q1 2022 Jul 14, 2022	BUY	$45.4 - $67.44 $1,180 - $1,753	26 Added 68.42%	64 $4,000
Q4 2021 Jan 21, 2022	SELL	$39.52 - $69.52 $19,522 - $34,342	-494 Reduced 92.86%	38 $2,000
Q2 2021 Jul 15, 2021	SELL	$66.24 - $84.6 $2,517 - $3,214	-38 Reduced 6.67%	532 $43,000
Q1 2021 Apr 14, 2021	BUY	$67.0 - $91.01 $268 - $364	4 Added 0.71%	570 $39,000
Q4 2020 Jan 13, 2021	BUY	$51.41 - $74.4 $1,285 - $1,860	25 Added 4.62%	566 $39,000
Q3 2020 Oct 09, 2020	BUY	$46.15 - $61.64 $1,846 - $2,465	40 Added 7.98%	541 $28,000
Q2 2020 Jul 13, 2020	BUY	$41.09 - $67.57 $2,670 - $4,392	65 Added 14.91%	501 $29,000
Q4 2019 Jan 23, 2020	BUY	$51.99 - $76.5 $259 - $382	5 Added 1.16%	436 $32,000
Q3 2019 Nov 19, 2019	BUY	$55.4 - $81.98 $4,155 - $6,148	75 Added 21.07%	431 $25,000
Q2 2019 Nov 19, 2019	SELL	$62.18 - $78.3 $12,436 - $15,660	-200 Reduced 35.97%	356 $23,000
Q1 2019 May 07, 2019	BUY	$52.86 - $84.51 $12,369 - $19,775	234 Added 72.67%	556 $41,000
Q4 2018 Feb 22, 2019	SELL	$54.39 - $100.44 $13,706 - $25,310	-252 Reduced 43.9%	322 $19,000
Q3 2018 Oct 17, 2018	BUY	$74.12 - $97.32 $22,236 - $29,195	300 Added 109.49%	574 $54,000
Q2 2018 Aug 13, 2018	BUY	$60.39 - $81.76 $12,078 - $16,352	200 Added 270.27%	274 $21,000
Q1 2018 Aug 10, 2018	SELL	$46.47 - $66.82 $929 - $1,336	-20 Reduced 21.28%	74 $4,000
Q4 2017 Aug 13, 2018	BUY	$43.69 - $53.96 $4,106 - $5,072	94 New	94 $4,000
Q3 2017 Aug 10, 2018	SELL	$40.6 - $50.58 $32,480 - $40,464	-800 Closed	0 $0
Q1 2017 Aug 10, 2018	BUY	N/A	200 Added 33.33%	800 $34,000
Q4 2016 Aug 10, 2018	BUY	N/A	600	600 $24,000

Others Institutions Holding HQY

# of Institutions

423

Shares Held

82.1M

Call Options Held

41K

Put Options Held

61.9K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.22B
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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Global Retirement Partners, LLC Healthequity, Inc. Transaction History