Janney Montgomery Scott LLC Healthequity, Inc. Transaction History

Janney Montgomery Scott LLC

$35.8 Billion
Q3 2024

A detailed history of Janney Montgomery Scott LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Janney Montgomery Scott LLC holds 4,932 shares of HQY stock, worth $459,514. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,932

Previous 4,303 14.62%

Holding current value

$459,514

Previous $371,000 8.89%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$67.98 - $86.62 $42,759 - $54,483	629 Added 14.62%	4,932 $404,000
Q2 2024 Jul 25, 2024	BUY	$75.85 - $86.94 $25,258 - $28,951	333 Added 8.39%	4,303 $371,000
Q1 2024 May 01, 2024	BUY	$66.17 - $83.53 $56,575 - $71,418	855 Added 27.45%	3,970 $324,000
Q4 2023 Feb 07, 2024	BUY	$62.44 - $76.13 $8,741 - $10,658	140 Added 4.71%	3,115 $207,000
Q3 2023 Nov 08, 2023	BUY	$61.58 - $75.59 $183,200 - $224,880	2,975 New	2,975 $217,000
Q1 2023 Apr 28, 2023	BUY	$52.44 - $67.41 $229,162 - $294,581	4,370 New	4,370 $257,000
Q1 2022 May 04, 2022	SELL	$45.4 - $67.44 $225,320 - $334,704	-4,963 Closed	0 $0
Q4 2021 Jan 27, 2022	BUY	$39.52 - $69.52 $196,137 - $345,027	4,963 New	4,963 $220,000
Q2 2021 Jul 26, 2021	SELL	$66.24 - $84.6 $302,915 - $386,875	-4,573 Closed	0 $0
Q1 2021 Apr 27, 2021	SELL	$67.0 - $91.01 $74,370 - $101,021	-1,110 Reduced 19.53%	4,573 $311,000
Q4 2020 Jan 25, 2021	SELL	$51.41 - $74.4 $18,764 - $27,156	-365 Reduced 6.04%	5,683 $396,000
Q3 2020 Nov 06, 2020	SELL	$46.15 - $61.64 $32,397 - $43,271	-702 Reduced 10.4%	6,048 $311,000
Q2 2020 Jul 23, 2020	SELL	$41.09 - $67.57 $367,467 - $604,278	-8,943 Reduced 56.99%	6,750 $396,000
Q1 2020 Apr 30, 2020	SELL	$40.54 - $87.73 $10,499 - $22,722	-259 Reduced 1.62%	15,693 $794,000
Q4 2019 Jan 21, 2020	BUY	$51.99 - $76.5 $121,448 - $178,704	2,336 Added 17.16%	15,952 $1.18 Million
Q3 2019 Oct 29, 2019	BUY	$55.4 - $81.98 $207,805 - $307,506	3,751 Added 38.02%	13,616 $778,000
Q2 2019 Jul 29, 2019	BUY	$62.18 - $78.3 $62,304 - $78,456	1,002 Added 11.31%	9,865 $645,000
Q1 2019 Apr 30, 2019	SELL	$52.86 - $84.51 $21,778 - $34,818	-412 Reduced 4.44%	8,863 $656,000
Q4 2018 Feb 01, 2019	SELL	$54.39 - $100.44 $541,670 - $1 Million	-9,959 Reduced 51.78%	9,275 $553,000
Q3 2018 Nov 05, 2018	SELL	$74.12 - $97.32 $114,293 - $150,067	-1,542 Reduced 7.42%	19,234 $1.82 Million
Q2 2018 Jul 24, 2018	BUY	$60.39 - $81.76 $532,277 - $720,632	8,814 Added 73.68%	20,776 $1.56 Million
Q1 2018 Apr 19, 2018	BUY	$46.47 - $66.82 $21,840 - $31,405	470 Added 4.09%	11,962 $724,000
Q4 2017 Feb 14, 2018	BUY	$43.69 - $53.96 $35,432 - $43,761	811 Added 7.59%	11,492 $536,000
Q3 2017 Nov 15, 2017	BUY	$40.6 - $50.58 $433,648 - $540,244	10,681	10,681 $540,000

Others Institutions Holding HQY

# of Institutions

436

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 $7.88B
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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Janney Montgomery Scott LLC Healthequity, Inc. Transaction History