Oppenheimer Asset Management Inc. Healthequity, Inc. Transaction History

Oppenheimer Asset Management Inc.

  • $8.4 Billion
  • Q2 2025

A detailed history of Oppenheimer Asset Management Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Oppenheimer Asset Management Inc. holds 106,922 shares of HQY stock, worth $9.95 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
106,922
Previous 75,206 42.17%
Holding current value
$9.95 Million
Previous $6.65 Million 68.56%
% of portfolio
0.13%
Previous 0.09%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$76.77 - $113.06 $2.43 Million - $3.59 Million
31,716 Added 42.17%
106,922 $11.2 Million
Q1 2025

Apr 22, 2025
BUY
$84.32 - $114.51 $389,052 - $528,349
4,614 Added 6.54%
75,206 $6.65 Million
Q4 2024

Feb 04, 2025
BUY
$78.18 - $104.65 $113,595 - $152,056
1,453 Added 2.1%
70,592 $6.77 Million
Q3 2024

Nov 05, 2024
BUY
$67.98 - $86.62 $334,801 - $426,603
4,925 Added 7.67%
69,139 $5.66 Million
Q2 2024

Aug 08, 2024
BUY
$75.85 - $86.94 $1.11 Million - $1.27 Million
14,573 Added 29.36%
64,214 $5.54 Million
Q1 2024

May 06, 2024
SELL
$66.17 - $83.53 $555,430 - $701,150
-8,394 Reduced 14.46%
49,641 $4.05 Million
Q4 2023

Feb 13, 2024
SELL
$62.44 - $76.13 $241,080 - $293,937
-3,861 Reduced 6.24%
58,035 $3.85 Million
Q3 2023

Nov 07, 2023
BUY
$61.58 - $75.59 $405,996 - $498,364
6,593 Added 11.92%
61,896 $4.52 Million
Q2 2023

Aug 02, 2023
BUY
$51.02 - $65.67 $102,907 - $132,456
2,017 Added 3.79%
55,303 $3.49 Million
Q1 2023

May 10, 2023
BUY
$52.44 - $67.41 $324,708 - $417,402
6,192 Added 13.15%
53,286 $3.13 Million
Q4 2022

Feb 06, 2023
SELL
$57.65 - $78.5 $74,656 - $101,657
-1,295 Reduced 2.68%
47,094 $2.9 Million
Q3 2022

Nov 14, 2022
SELL
$56.95 - $73.5 $146,418 - $188,968
-2,571 Reduced 5.05%
48,389 $3.25 Million
Q2 2022

Aug 08, 2022
SELL
$54.14 - $71.62 $411,030 - $543,739
-7,592 Reduced 12.97%
50,960 $3.13 Million
Q1 2022

May 12, 2022
BUY
$45.4 - $67.44 $406,330 - $603,588
8,950 Added 18.04%
58,552 $3.95 Million
Q4 2021

Feb 02, 2022
BUY
$39.52 - $69.52 $352,597 - $620,257
8,922 Added 21.93%
49,602 $2.19 Million
Q3 2021

Nov 12, 2021
BUY
$61.14 - $82.65 $150,098 - $202,905
2,455 Added 6.42%
40,680 $2.63 Million
Q2 2021

Aug 03, 2021
BUY
$66.24 - $84.6 $57,165 - $73,009
863 Added 2.31%
38,225 $3.08 Million
Q1 2021

May 17, 2021
BUY
$67.0 - $91.01 $303,711 - $412,548
4,533 Added 13.81%
37,362 $2.54 Million
Q4 2020

Feb 11, 2021
BUY
$51.41 - $74.4 $388,351 - $562,017
7,554 Added 29.89%
32,829 $2.29 Million
Q3 2020

Nov 13, 2020
BUY
$46.15 - $61.64 $234,442 - $313,131
5,080 Added 25.15%
25,275 $1.3 Million
Q2 2020

Aug 11, 2020
BUY
$41.09 - $67.57 $247,978 - $407,784
6,035 Added 42.62%
20,195 $1.19 Million
Q1 2020

May 08, 2020
BUY
$40.54 - $87.73 $118,984 - $257,487
2,935 Added 26.15%
14,160 $716,000
Q4 2019

Feb 07, 2020
BUY
$51.99 - $76.5 $73,097 - $107,559
1,406 Added 14.32%
11,225 $831,000
Q3 2019

Oct 31, 2019
BUY
$55.4 - $81.98 $52,186 - $77,225
942 Added 10.61%
9,819 $560,000
Q2 2019

Aug 09, 2019
SELL
$62.18 - $78.3 $21,638 - $27,248
-348 Reduced 3.77%
8,877 $581,000
Q1 2019

Apr 24, 2019
BUY
$52.86 - $84.51 $75,008 - $119,919
1,419 Added 18.18%
9,225 $683,000
Q4 2018

Jan 30, 2019
BUY
$54.39 - $100.44 $63,146 - $116,610
1,161 Added 17.47%
7,806 $466,000
Q3 2018

Oct 26, 2018
BUY
$74.12 - $97.32 $30,166 - $39,609
407 Added 6.52%
6,645 $628,000
Q2 2018

Aug 10, 2018
SELL
$60.39 - $81.76 $19,747 - $26,735
-327 Reduced 4.98%
6,238 $469,000
Q1 2018

May 09, 2018
BUY
$46.47 - $66.82 $305,075 - $438,673
6,565 New
6,565 $398,000
Q4 2017

Feb 07, 2018
SELL
$43.69 - $53.96 $154,531 - $190,856
-3,537 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
$40.6 - $50.58 $143,602 - $178,901
3,537
3,537 $179,000

Others Institutions Holding HQY

# of Institutions
555
Shares Held
86.7M
Call Options Held
311K
Put Options Held
246K
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 $7.86B
  • 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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