Nisa Investment Advisors, LLC Healthequity, Inc. Transaction History

Nisa Investment Advisors, LLC

$16.7 Billion
Q3 2024

A detailed history of Nisa Investment Advisors, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Nisa Investment Advisors, LLC holds 3,420 shares of HQY stock, worth $343,094. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,420

Previous 2,854 19.83%

Holding current value

$343,094

Previous $246,000 13.41%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$67.98 - $86.62 $38,476 - $49,026	566 Added 19.83%	3,420 $279,000
Q2 2024 Jul 19, 2024	BUY	$75.85 - $86.94 $15,018 - $17,214	198 Added 7.45%	2,854 $246,000
Q1 2024 May 01, 2024	BUY	$66.17 - $83.53 $4,499 - $5,680	68 Added 2.63%	2,656 $216,000
Q4 2023 Jan 25, 2024	SELL	$62.44 - $76.13 $73,304 - $89,376	-1,174 Reduced 31.21%	2,588 $171,000
Q3 2023 Nov 02, 2023	BUY	$61.58 - $75.59 $738 - $907	12 Added 0.32%	3,762 $274,000
Q2 2023 Aug 11, 2023	SELL	$51.02 - $65.67 $4,081 - $5,253	-80 Reduced 2.09%	3,750 $236,000
Q1 2023 May 02, 2023	SELL	$52.44 - $67.41 $3,828 - $4,920	-73 Reduced 1.87%	3,830 $225,000
Q4 2022 Feb 02, 2023	SELL	$57.65 - $78.5 $4,035 - $5,495	-70 Reduced 1.76%	3,903 $241,000
Q3 2022 Nov 07, 2022	BUY	$56.95 - $73.5 $19,249 - $24,843	338 Added 9.3%	3,973 $291,000
Q1 2022 Apr 29, 2022	BUY	$45.4 - $67.44 $16,798 - $24,952	370 Added 11.33%	3,635 $245,000
Q4 2021 Feb 03, 2022	BUY	$39.52 - $69.52 $12,646 - $22,246	320 Added 10.87%	3,265 $174,000
Q2 2021 Aug 06, 2021	SELL	$66.24 - $84.6 $6,623 - $8,460	-100 Reduced 3.28%	2,945 $237,000
Q4 2020 Jan 25, 2021	BUY	$51.41 - $74.4 $33,416 - $48,360	650 Added 27.14%	3,045 $212,000
Q3 2020 Oct 20, 2020	BUY	$46.15 - $61.64 $80,762 - $107,870	1,750 Added 271.32%	2,395 $123,000
Q2 2020 Jul 27, 2020	SELL	$41.09 - $67.57 $10,477 - $17,230	-255 Reduced 28.33%	645 $38,000
Q1 2020 Apr 17, 2020	BUY	$40.54 - $87.73 $12,162 - $26,319	300 Added 50.0%	900 $46,000
Q4 2019 Jan 17, 2020	BUY	$51.99 - $76.5 $13,517 - $19,890	260 Added 76.47%	600 $44,000
Q3 2019 Oct 17, 2019	BUY	$55.4 - $81.98 $3,878 - $5,738	70 Added 25.93%	340 $19,000
Q4 2018 Jan 17, 2019	SELL	$54.39 - $100.44 $1.21 Million - $2.23 Million	-22,217 Reduced 98.8%	270 $16,000
Q3 2018 Oct 16, 2018	BUY	$74.12 - $97.32 $1.65 Million - $2.17 Million	22,267 Added 10121.36%	22,487 $2.12 Million
Q1 2018 Apr 10, 2018	SELL	$46.47 - $66.82 $6,970 - $10,022	-150 Reduced 40.54%	220 $13,000
Q3 2017 Oct 13, 2017	BUY	$40.6 - $50.58 $15,022 - $18,714	370	370 $19,000

Others Institutions Holding HQY

# of Institutions

437

Shares Held

81.6M

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 $8.48B
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

Portfolio Update

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

News

Stay updated on Nisa Investment Advisors, LLC with notifications on news.

Account

Nisa Investment Advisors, LLC Healthequity, Inc. Transaction History