Morgan Stanley Healthequity, Inc. Transaction History

Morgan Stanley

$1.35 Trillion
Q3 2024

A detailed history of Morgan Stanley transactions in Healthequity, Inc. stock. As of the latest transaction made, Morgan Stanley holds 705,255 shares of HQY stock, worth $64.2 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

705,255

Previous 638,314 10.49%

Holding current value

$64.2 Million

Previous $55 Million 4.93%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$67.98 - $86.62 $4.55 Million - $5.8 Million	66,941 Added 10.49%	705,255 $57.7 Million
Q2 2024 Oct 17, 2024	SELL	$75.85 - $86.94 $207,904 - $238,302	-2,741 Reduced 0.43%	638,314 $55 Million
Q2 2024 Aug 14, 2024	SELL	$75.85 - $86.94 $207,904 - $238,302	-2,741 Reduced 0.43%	638,314 $55 Million
Q1 2024 Oct 17, 2024	BUY	$66.17 - $83.53 $181,371 - $228,955	2,741 Added 0.43%	641,055 $52.3 Million
Q1 2024 Aug 16, 2024	SELL	$66.17 - $83.53 $10 Million - $12.7 Million	-151,779 Reduced 19.14%	641,055 $52.3 Million
Q1 2024 May 15, 2024	SELL	$66.17 - $83.53 $10 Million - $12.7 Million	-151,779 Reduced 19.14%	641,055 $52.3 Million
Q4 2023 Aug 16, 2024	BUY	$62.44 - $76.13 $9.65 Million - $11.8 Million	154,520 Added 24.21%	792,834 $52.6 Million
Q4 2023 Feb 13, 2024	BUY	$62.44 - $76.13 $5.73 Million - $6.99 Million	91,818 Added 13.1%	792,834 $52.6 Million
Q3 2023 Nov 15, 2023	BUY	$61.58 - $75.59 $3.41 Million - $4.18 Million	55,296 Added 8.56%	701,016 $51.2 Million
Q2 2023 Aug 14, 2023	BUY	$51.02 - $65.67 $4.01 Million - $5.16 Million	78,511 Added 13.84%	645,720 $40.8 Million
Q1 2023 May 15, 2023	BUY	$52.44 - $67.41 $3.27 Million - $4.2 Million	62,374 Added 12.36%	567,209 $33.3 Million
Q4 2022 Feb 14, 2023	SELL	$57.65 - $78.5 $3.08 Million - $4.2 Million	-53,483 Reduced 9.58%	504,835 $31.1 Million
Q3 2022 Nov 14, 2022	SELL	$56.95 - $73.5 $693,537 - $895,083	-12,178 Reduced 2.13%	558,318 $37.5 Million
Q2 2022 Oct 27, 2022	BUY	$54.14 - $71.62 $23.1 Million - $30.6 Million	426,599 Added 296.46%	570,496 $35 Million
Q2 2022 Aug 15, 2022	BUY	$54.14 - $71.62 $23.1 Million - $30.6 Million	426,599 Added 296.46%	570,496 $35 Million
Q1 2022 Oct 27, 2022	SELL	$45.4 - $67.44 $19.4 Million - $28.8 Million	-426,599 Reduced 74.78%	143,897 $9.7 Million
Q1 2022 May 13, 2022	SELL	$45.4 - $67.44 $1.23 Million - $1.83 Million	-27,123 Reduced 15.86%	143,897 $9.7 Million
Q4 2021 Feb 14, 2022	SELL	$39.52 - $69.52 $8.69 Million - $15.3 Million	-219,946 Reduced 56.26%	171,020 $7.57 Million
Q3 2021 Nov 15, 2021	BUY	$61.14 - $82.65 $23.9 Million - $32.3 Million	390,966 New	390,966 $25.3 Million

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 $7.7B
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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