Raymond James & Associates Healthequity, Inc. Transaction History

Raymond James & Associates

$161 Billion
Q3 2024

A detailed history of Raymond James & Associates transactions in Healthequity, Inc. stock. As of the latest transaction made, Raymond James & Associates holds 151,318 shares of HQY stock, worth $13.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

151,318

Previous 149,407 1.28%

Holding current value

$13.8 Million

Previous $12.9 Million 3.82%

% of portfolio

0.01%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$67.98 - $86.62 $129,909 - $165,530	1,911 Added 1.28%	151,318 $12.4 Million
Q2 2024 Jul 19, 2024	BUY	$75.85 - $86.94 $1.15 Million - $1.32 Million	15,140 Added 11.28%	149,407 $12.9 Million
Q1 2024 Apr 22, 2024	SELL	$66.17 - $83.53 $2.4 Million - $3.03 Million	-36,316 Reduced 21.29%	134,267 $11 Million
Q4 2023 Jan 16, 2024	SELL	$62.44 - $76.13 $135,120 - $164,745	-2,164 Reduced 1.25%	170,583 $11.3 Million
Q3 2023 Oct 24, 2023	BUY	$61.58 - $75.59 $1.07 Million - $1.31 Million	17,317 Added 11.14%	172,747 $12.6 Million
Q2 2023 Jul 25, 2023	SELL	$51.02 - $65.67 $807,850 - $1.04 Million	-15,834 Reduced 9.25%	155,430 $9.81 Million
Q1 2023 Apr 14, 2023	BUY	$52.44 - $67.41 $2.23 Million - $2.87 Million	42,510 Added 33.02%	171,264 $10.1 Million
Q4 2022 Feb 08, 2023	BUY	$57.65 - $78.5 $1.05 Million - $1.42 Million	18,127 Added 16.39%	128,754 $7.94 Million
Q3 2022 Oct 25, 2022	SELL	$56.95 - $73.5 $2.5 Million - $3.22 Million	-43,868 Reduced 28.39%	110,627 $7.43 Million
Q2 2022 Aug 12, 2022	SELL	$54.14 - $71.62 $303,996 - $402,146	-5,615 Reduced 3.51%	154,495 $9.48 Million
Q1 2022 May 11, 2022	BUY	$45.4 - $67.44 $2.65 Million - $3.93 Million	58,263 Added 57.21%	160,110 $10.8 Million
Q4 2021 Feb 08, 2022	SELL	$39.52 - $69.52 $338,884 - $596,134	-8,575 Reduced 7.77%	101,847 $4.51 Million
Q3 2021 Nov 02, 2021	BUY	$61.14 - $82.65 $300,808 - $406,638	4,920 Added 4.66%	110,422 $7.15 Million
Q2 2021 Aug 11, 2021	BUY	$66.24 - $84.6 $806,074 - $1.03 Million	12,169 Added 13.04%	105,502 $8.49 Million
Q1 2021 May 14, 2021	SELL	$67.0 - $91.01 $4.43 Million - $6.02 Million	-66,184 Reduced 41.49%	93,333 $6.35 Million
Q4 2020 Feb 12, 2021	SELL	$51.41 - $74.4 $4.44 Million - $6.43 Million	-86,420 Reduced 35.14%	159,517 $11.1 Million
Q3 2020 Nov 04, 2020	SELL	$46.15 - $61.64 $1.74 Million - $2.33 Million	-37,809 Reduced 13.32%	245,937 $12.6 Million
Q2 2020 Jul 28, 2020	SELL	$41.09 - $67.57 $542,264 - $891,721	-13,197 Reduced 4.44%	283,746 $16.6 Million
Q1 2020 Apr 21, 2020	BUY	$40.54 - $87.73 $104,309 - $225,729	2,573 Added 0.87%	296,943 $15 Million
Q4 2019 Feb 12, 2020	BUY	$51.99 - $76.5 $7.56 Million - $11.1 Million	145,506 Added 97.74%	294,370 $21.8 Million
Q3 2019 Nov 07, 2019	BUY	$55.4 - $81.98 $4.47 Million - $6.62 Million	80,713 Added 118.43%	148,864 $8.51 Million
Q2 2019 Aug 06, 2019	BUY	$62.18 - $78.3 $576,284 - $725,684	9,268 Added 15.74%	68,151 $4.46 Million
Q1 2019 May 06, 2019	BUY	$52.86 - $84.51 $197,537 - $315,813	3,737 Added 6.78%	58,883 $4.36 Million
Q4 2018 Feb 11, 2019	SELL	$54.39 - $100.44 $10,769 - $19,887	-198 Reduced 0.36%	55,146 $3.29 Million
Q3 2018 Nov 14, 2018	BUY	$74.12 - $97.32 $418,333 - $549,274	5,644 Added 11.36%	55,344 $5.23 Million
Q2 2018 Aug 14, 2018	BUY	$60.39 - $81.76 $59,423 - $80,451	984 Added 2.02%	49,700 $3.73 Million
Q1 2018 May 14, 2018	BUY	$46.47 - $66.82 $450,154 - $647,285	9,687 Added 24.82%	48,716 $2.95 Million
Q4 2017 Feb 14, 2018	BUY	$43.69 - $53.96 $15,073 - $18,616	345 Added 0.89%	39,029 $1.82 Million
Q3 2017 Nov 13, 2017	SELL	$40.6 - $50.58 $762,549 - $949,993	-18,782 Reduced 32.68%	38,684 $1.96 Million
Q2 2017 Aug 14, 2017	BUY	N/A	57,466	57,466 $2.86 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 ...

More about HQY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Raymond James & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Raymond James & Associates with notifications on news.

Account

Raymond James & Associates Healthequity, Inc. Transaction History