A detailed history of Orion Portfolio Solutions, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 3,260 shares of HQY stock, worth $309,537. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,260
Previous 3,319 1.78%
Holding current value
$309,537
Previous $286,000 6.99%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024

SELL
$67.98 - $86.62 $4,010 - $5,110
-59 Reduced 1.78%
3,260 $266,000
Q2 2024

Aug 13, 2024

BUY
$75.85 - $86.94 $251,746 - $288,553
3,319 New
3,319 $286,000
Q3 2023

Nov 01, 2023

BUY
$61.58 - $75.59 $79,068 - $97,057
1,284 Added 38.84%
4,590 $335,000
Q2 2023

Aug 14, 2023

BUY
$51.02 - $65.67 $168,672 - $217,105
3,306 New
3,306 $208,000
Q3 2020

Nov 13, 2020

SELL
$46.15 - $61.64 $3,599 - $4,807
-78 Closed
0 $0
Q2 2020

Aug 19, 2020

BUY
$41.09 - $67.57 $3,205 - $5,270
78 New
78 $5,000
Q1 2020

May 15, 2020

SELL
$40.54 - $87.73 $7,094 - $15,352
-175 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$51.99 - $76.5 $9,098 - $13,387
175 New
175 $13,000

Others Institutions Holding HQY

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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