Gradient Investments LLC Healthequity, Inc. Transaction History

Gradient Investments LLC

  • $3.96 Billion
  • Q1 2025

A detailed history of Gradient Investments LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Gradient Investments LLC holds 20,587 shares of HQY stock, worth $1.65 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,587
Previous 23,003 10.5%
Holding current value
$1.65 Million
Previous $2.21 Million 18.89%
% of portfolio
0.05%
Previous 0.06%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$84.32 - $114.51 $203,717 - $276,656
-2,416 Reduced 10.5%
20,587 $1.79 Million
Q4 2024

Jan 21, 2025
SELL
$78.18 - $104.65 $107,028 - $143,265
-1,369 Reduced 5.62%
23,003 $2.21 Million
Q3 2024

Oct 15, 2024
SELL
$67.98 - $86.62 $2.07 Million - $2.64 Million
-30,477 Reduced 55.57%
24,372 $2 Million
Q2 2024

Jul 18, 2024
BUY
$75.85 - $86.94 $92,385 - $105,892
1,218 Added 2.27%
54,849 $4.73 Million
Q1 2024

Apr 23, 2024
SELL
$66.17 - $83.53 $248,534 - $313,738
-3,756 Reduced 6.55%
53,631 $4.38 Million
Q4 2023

Jan 18, 2024
BUY
$62.44 - $76.13 $537,920 - $655,859
8,615 Added 17.66%
57,387 $3.8 Million
Q3 2023

Oct 27, 2023
BUY
$61.58 - $75.59 $3 Million - $3.69 Million
48,772 New
48,772 $3.56 Million
Q4 2021

Jan 12, 2022
SELL
$39.52 - $69.52 $118 - $208
-3 Closed
0 $0
Q3 2021

Oct 18, 2021
SELL
$61.14 - $82.65 $1,406 - $1,900
-23 Reduced 88.46%
3 $0
Q2 2021

Jul 12, 2021
SELL
$66.24 - $84.6 $1,457 - $1,861
-22 Reduced 45.83%
26 $2,000
Q1 2021

Apr 21, 2021
SELL
$67.0 - $91.01 $1.02 Million - $1.38 Million
-15,189 Reduced 99.68%
48 $3,000
Q4 2020

Jan 08, 2021
SELL
$51.41 - $74.4 $25,396 - $36,753
-494 Reduced 3.14%
15,237 $783,000
Q3 2020

Oct 06, 2020
SELL
$46.15 - $61.64 $461,453 - $616,338
-9,999 Reduced 38.86%
15,731 $808,000
Q2 2020

Jul 10, 2020
BUY
$41.09 - $67.57 $16,477 - $27,095
401 Added 1.58%
25,730 $1.51 Million
Q1 2020

Apr 07, 2020
BUY
$40.54 - $87.73 $206,348 - $446,545
5,090 Added 25.15%
25,329 $1.28 Million
Q4 2019

Jan 15, 2020
BUY
$51.99 - $76.5 $76,425 - $112,455
1,470 Added 7.83%
20,239 $1.5 Million
Q3 2019

Oct 10, 2019
BUY
$55.4 - $81.98 $121,713 - $180,110
2,197 Added 13.26%
18,769 $1.07 Million
Q2 2019

Jul 16, 2019
BUY
$62.18 - $78.3 $466,536 - $587,484
7,503 Added 82.73%
16,572 $1.08 Million
Q1 2019

Apr 11, 2019
BUY
$52.86 - $84.51 $479,387 - $766,421
9,069 New
9,069 $671,000

Others Institutions Holding HQY

# of Institutions
484
Shares Held
84.5M
Call Options Held
299K
Put Options Held
86.9K
View Full List

About HEALTHEQUITY, INC.

HQY Quotes by TradingView
  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $6.78B
  • 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 ...
More about HQY
Track This Portfolio

Track Gradient Investments LLC Portfolio

Follow Gradient Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email