Stifel Financial Corp Healthequity, Inc. Transaction History

Stifel Financial Corp

$91.8 Billion
Q1 2025

A detailed history of Stifel Financial Corp transactions in Healthequity, Inc. stock. As of the latest transaction made, Stifel Financial Corp holds 15,014 shares of HQY stock, worth $1.48 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,014

Previous 22,232 32.47%

Holding current value

$1.48 Million

Previous $2.13 Million 37.83%

% of portfolio

0.0%

Previous 0.0%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$84.32 - $114.51 $608,621 - $826,533	-7,218 Reduced 32.47%	15,014 $1.33 Million
Q4 2024 Feb 13, 2025	BUY	$78.18 - $104.65 $231,725 - $310,182	2,964 Added 15.38%	22,232 $2.13 Million
Q3 2024 Nov 14, 2024	SELL	$67.98 - $86.62 $147,584 - $188,052	-2,171 Reduced 10.13%	19,268 $1.58 Million
Q2 2024 Aug 13, 2024	BUY	$75.85 - $86.94 $22,755 - $26,082	300 Added 1.42%	21,439 $1.85 Million
Q1 2024 May 13, 2024	BUY	$66.17 - $83.53 $145,441 - $183,598	2,198 Added 11.6%	21,139 $1.73 Million
Q4 2023 Feb 12, 2024	SELL	$62.44 - $76.13 $168,338 - $205,246	-2,696 Reduced 12.46%	18,941 $1.26 Million
Q3 2023 Nov 13, 2023	BUY	$61.58 - $75.59 $277,602 - $340,759	4,508 Added 26.32%	21,637 $1.58 Million
Q2 2023 Aug 14, 2023	BUY	$51.02 - $65.67 $18,928 - $24,363	371 Added 2.21%	17,129 $1.08 Million
Q1 2023 May 12, 2023	BUY	$52.44 - $67.41 $6,030 - $7,752	115 Added 0.69%	16,758 $983,000
Q4 2022 Feb 13, 2023	SELL	$57.65 - $78.5 $321,052 - $437,166	-5,569 Reduced 25.07%	16,643 $1.03 Million
Q3 2022 Nov 14, 2022	SELL	$56.95 - $73.5 $42,655 - $55,051	-749 Reduced 3.26%	22,212 $1.49 Million
Q2 2022 Aug 15, 2022	SELL	$54.14 - $71.62 $69,136 - $91,458	-1,277 Reduced 5.27%	22,961 $1.41 Million
Q1 2022 May 13, 2022	BUY	$45.4 - $67.44 $188,818 - $280,482	4,159 Added 20.71%	24,238 $1.63 Million
Q4 2021 Feb 14, 2022	SELL	$39.52 - $69.52 $245,261 - $431,441	-6,206 Reduced 23.61%	20,079 $888,000
Q3 2021 Nov 15, 2021	SELL	$61.14 - $82.65 $287,113 - $388,124	-4,696 Reduced 15.16%	26,285 $1.7 Million
Q2 2021 Aug 13, 2021	SELL	$66.24 - $84.6 $17,023 - $21,742	-257 Reduced 0.82%	30,981 $2.49 Million
Q1 2021 May 14, 2021	BUY	$67.0 - $91.01 $274,432 - $372,776	4,096 Added 15.09%	31,238 $2.13 Million
Q4 2020 Feb 12, 2021	BUY	$51.41 - $74.4 $436,727 - $632,028	8,495 Added 45.56%	27,142 $1.89 Million
Q3 2020 Nov 16, 2020	BUY	$46.15 - $61.64 $15,506 - $20,711	336 Added 1.83%	18,647 $958,000
Q2 2020 Aug 14, 2020	SELL	$41.09 - $67.57 $68,455 - $112,571	-1,666 Reduced 8.34%	18,311 $1.07 Million
Q1 2020 May 14, 2020	SELL	$40.54 - $87.73 $5.33 Million - $11.5 Million	-131,473 Reduced 86.81%	19,977 $997,000
Q4 2019 Feb 13, 2020	BUY	$51.99 - $76.5 $1.33 Million - $1.96 Million	25,570 Added 20.31%	151,450 $11.3 Million
Q3 2019 Nov 13, 2019	SELL	$55.4 - $81.98 $4.63 Million - $6.85 Million	-83,579 Reduced 39.9%	125,880 $7.2 Million
Q2 2019 Aug 14, 2019	BUY	$62.18 - $78.3 $67,838 - $85,425	1,091 Added 0.52%	209,459 $13.8 Million
Q1 2019 May 14, 2019	BUY	$52.86 - $84.51 $882,391 - $1.41 Million	16,693 Added 8.71%	208,368 $15.5 Million
Q4 2018 Feb 13, 2019	BUY	$54.39 - $100.44 $2.97 Million - $5.48 Million	54,584 Added 39.82%	191,675 $11.5 Million
Q3 2018 Nov 13, 2018	SELL	$74.12 - $97.32 $7.98 Million - $10.5 Million	-107,724 Reduced 44.0%	137,091 $12.9 Million
Q2 2018 Aug 14, 2018	BUY	$60.39 - $81.76 $558,486 - $756,116	9,248 Added 3.93%	244,815 $18.4 Million
Q1 2018 May 11, 2018	BUY	$46.47 - $66.82 $1.15 Million - $1.66 Million	24,801 Added 11.77%	235,567 $14.3 Million
Q4 2017 Feb 14, 2018	SELL	$43.69 - $53.96 $243,309 - $300,503	-5,569 Reduced 2.57%	210,766 $9.88 Million
Q3 2017 Nov 13, 2017	BUY	$40.6 - $50.58 $8.78 Million - $10.9 Million	216,335	216,335 $0

Others Institutions Holding HQY

# of Institutions

517

Shares Held

88M

Call Options Held

308K

Put Options Held

322K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.35B
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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Stifel Financial Corp Healthequity, Inc. Transaction History