Loring Wolcott & Coolidge Fiduciary Advisors LLP Healthequity, Inc. Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 14, 2021	SELL	$67.0 - $91.01 $5,561 - $7,553	-83 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$51.41 - $74.4 $4,267 - $6,175	83 New	83 $6,000

Others Institutions Holding HQY

# of Institutions

435

Shares Held

81.6M

Call Options Held

205K

Put Options Held

101K

Black Rock Inc. New York, NY

10.7M
Shares

$1.02 Billion
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

8.88M
Shares

$843 Million
0.01% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

7.76M
Shares

$737 Million
3.16% of portfolio
State Street Corp Boston, MA

3.13M
Shares

$297 Million
0.01% of portfolio
Clearbridge Investments, LLC New York, NY

2.39M
Shares

$227 Million
0.16% of portfolio

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.03B
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

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