Raymond James Financial Services Advisors, Inc. Healthequity, Inc. Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 14,809 shares of HQY stock, worth $1.51 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,809

Previous 20,138 26.46%

Holding current value

$1.51 Million

Previous $1.74 Million 30.14%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$67.98 - $86.62 $362,265 - $461,597	-5,329 Reduced 26.46%	14,809 $1.21 Million
Q2 2024 Jul 19, 2024	BUY	$75.85 - $86.94 $49,074 - $56,250	647 Added 3.32%	20,138 $1.74 Million
Q1 2024 Apr 22, 2024	SELL	$66.17 - $83.53 $1.43 Million - $1.81 Million	-21,616 Reduced 52.58%	19,491 $1.59 Million
Q4 2023 Jan 16, 2024	SELL	$62.44 - $76.13 $26,287 - $32,050	-421 Reduced 1.01%	41,107 $2.73 Million
Q3 2023 Oct 24, 2023	SELL	$61.58 - $75.59 $374,406 - $459,587	-6,080 Reduced 12.77%	41,528 $3.03 Million

Q2 2023 Jul 25, 2023	BUY	$51.02 - $65.67 $184,692 - $237,725	3,620 Added 8.23%	47,608 $3.01 Million
Q1 2023 Apr 14, 2023	SELL	$52.44 - $67.41 $126,747 - $162,929	-2,417 Reduced 5.21%	43,988 $2.58 Million
Q4 2022 Feb 08, 2023	SELL	$57.65 - $78.5 $754,062 - $1.03 Million	-13,080 Reduced 21.99%	46,405 $2.86 Million
Q3 2022 Oct 25, 2022	SELL	$56.95 - $73.5 $247,106 - $318,916	-4,339 Reduced 6.8%	59,485 $4 Million
Q2 2022 Aug 12, 2022	SELL	$54.14 - $71.62 $384,989 - $509,289	-7,111 Reduced 10.02%	63,824 $3.92 Million
Q1 2022 May 11, 2022	SELL	$45.4 - $67.44 $478,470 - $710,750	-10,539 Reduced 12.94%	70,935 $4.78 Million
Q4 2021 Feb 08, 2022	BUY	$39.52 - $69.52 $781,428 - $1.37 Million	19,773 Added 32.05%	81,474 $3.6 Million
Q3 2021 Nov 02, 2021	BUY	$61.14 - $82.65 $1.68 Million - $2.27 Million	27,466 Added 80.23%	61,701 $4 Million
Q2 2021 Aug 11, 2021	SELL	$66.24 - $84.6 $314,043 - $401,088	-4,741 Reduced 12.16%	34,235 $2.76 Million
Q1 2021 May 14, 2021	SELL	$67.0 - $91.01 $1.84 Million - $2.49 Million	-27,403 Reduced 41.28%	38,976 $2.65 Million
Q4 2020 Feb 12, 2021	SELL	$51.41 - $74.4 $6.98 Million - $10.1 Million	-135,814 Reduced 67.17%	66,379 $4.63 Million
Q3 2020 Nov 04, 2020	SELL	$46.15 - $61.64 $1.39 Million - $1.85 Million	-30,080 Reduced 12.95%	202,193 $10.4 Million
Q2 2020 Jul 17, 2020	SELL	$41.09 - $67.57 $1.51 Million - $2.48 Million	-36,664 Reduced 13.63%	232,273 $13.6 Million
Q1 2020 Apr 21, 2020	BUY	$40.54 - $87.73 $1.18 Million - $2.55 Million	29,073 Added 12.12%	268,937 $13.6 Million
Q4 2019 Feb 12, 2020	BUY	$51.99 - $76.5 $8.54 Million - $12.6 Million	164,255 Added 217.24%	239,864 $17.8 Million
Q3 2019 Nov 07, 2019	BUY	$55.4 - $81.98 $494,278 - $731,425	8,922 Added 13.38%	75,609 $4.32 Million
Q2 2019 Aug 06, 2019	SELL	$62.18 - $78.3 $421,518 - $530,795	-6,779 Reduced 9.23%	66,687 $4.36 Million
Q1 2019 May 06, 2019	BUY	$52.86 - $84.51 $295,593 - $472,579	5,592 Added 8.24%	73,466 $5.44 Million
Q4 2018 Feb 11, 2019	SELL	$54.39 - $100.44 $2.31 Million - $4.27 Million	-42,508 Reduced 38.51%	67,874 $4.05 Million
Q3 2018 Nov 14, 2018	BUY	$74.12 - $97.32 $928,575 - $1.22 Million	12,528 Added 12.8%	110,382 $10.4 Million
Q2 2018 Jul 30, 2018	BUY	$60.39 - $81.76 $853,371 - $1.16 Million	14,131 Added 16.88%	97,854 $7.35 Million
Q1 2018 Apr 16, 2018	SELL	$46.47 - $66.82 $56,228 - $80,852	-1,210 Reduced 1.42%	83,723 $5.07 Million
Q4 2017 Feb 09, 2018	BUY	$43.69 - $53.96 $83,753 - $103,441	1,917 Added 2.31%	84,933 $3.96 Million
Q3 2017 Oct 26, 2017	BUY	$40.6 - $50.58 $127,159 - $158,416	3,132 Added 3.92%	83,016 $4.2 Million
Q2 2017 Aug 15, 2017	BUY	N/A	79,884	79,884 $3.98 Million

Others Institutions Holding HQY

# of Institutions

555

Shares Held

86.4M

Call Options Held

171K

Put Options Held

83.7K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.6B
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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Raymond James Financial Services Advisors, Inc. Healthequity, Inc. Transaction History