Steward Partners Investment Advisory, LLC Healthequity, Inc. Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 42,930 shares of HQY stock, worth $4.67 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

42,930

Previous 801 5259.55%

Holding current value

$4.67 Million

Previous $69,000 4992.75%

% of portfolio

0.03%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$67.98 - $86.62 $2.86 Million - $3.65 Million	42,129 Added 5259.55%	42,930 $3.51 Million
Q4 2023 Feb 12, 2024	SELL	$62.44 - $76.13 $4,370 - $5,329	-70 Reduced 8.04%	801 $53,000
Q2 2023 Aug 14, 2023	SELL	$51.02 - $65.67 $51,887 - $66,786	-1,017 Reduced 53.87%	871 $54,000
Q1 2023 May 15, 2023	BUY	$52.44 - $67.41 $17,986 - $23,121	343 Added 22.2%	1,888 $110,000
Q4 2022 Feb 15, 2023	SELL	$57.65 - $78.5 $3,459 - $4,710	-60 Reduced 3.74%	1,545 $95,000
Q3 2022 Nov 10, 2022	BUY	$56.95 - $73.5 $6,890 - $8,893	121 Added 8.15%	1,605 $108,000
Q2 2022 Aug 04, 2022	BUY	$54.14 - $71.62 $6,117 - $8,093	113 Added 8.24%	1,484 $91,000
Q1 2022 May 02, 2022	BUY	$45.4 - $67.44 $14,346 - $21,311	316 Added 29.95%	1,371 $92,000
Q4 2021 Feb 08, 2022	SELL	$39.52 - $69.52 $10,828 - $19,048	-274 Reduced 20.62%	1,055 $47,000
Q3 2021 Nov 12, 2021	BUY	$61.14 - $82.65 $1,834 - $2,479	30 Added 2.31%	1,329 $86,000
Q2 2021 Aug 13, 2021	SELL	$66.24 - $84.6 $42,261 - $53,974	-638 Reduced 32.94%	1,299 $105,000
Q1 2021 May 14, 2021	BUY	$67.0 - $91.01 $8,107 - $11,012	121 Added 6.66%	1,937 $131,000
Q4 2020 Feb 11, 2021	SELL	$51.41 - $74.4 $99,581 - $144,112	-1,937 Reduced 51.61%	1,816 $127,000
Q3 2020 Oct 30, 2020	SELL	$46.15 - $61.64 $12,829 - $17,135	-278 Reduced 6.9%	3,753 $193,000
Q2 2020 Aug 06, 2020	SELL	$41.09 - $67.57 $27,201 - $44,731	-662 Reduced 14.11%	4,031 $236,000
Q1 2020 Apr 29, 2020	SELL	$40.54 - $87.73 $868,407 - $1.88 Million	-21,421 Reduced 82.03%	4,693 $237,000
Q4 2019 Jan 17, 2020	BUY	$51.99 - $76.5 $1.34 Million - $1.97 Million	25,691 Added 6073.52%	26,114 $1.93 Million
Q3 2019 Oct 30, 2019	BUY	$55.4 - $81.98 $23,434 - $34,677	423 New	423 $24,000
Q2 2018 Jul 20, 2018	SELL	$60.39 - $81.76 $264,568 - $358,190	-4,381 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	$46.47 - $66.82 $203,585 - $292,738	4,381 New	4,381 $265,000
Q4 2017 Jan 19, 2018	SELL	$43.69 - $53.96 $2,184 - $2,698	-50 Closed	0 $0
Q2 2017 Nov 22, 2017	BUY	N/A	50	50 $2,000

Others Institutions Holding HQY

# of Institutions

447

Shares Held

81M

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 $9.2B
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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Steward Partners Investment Advisory, LLC Healthequity, Inc. Transaction History