Truist Financial Corp Healthequity, Inc. Transaction History

Truist Financial Corp

$62.9 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 20, 2024	BUY	$75.85 - $86.94 $14,259 - $16,344	188 Added 7.03%	2,864 $246,000
Q1 2024 May 10, 2024	BUY	$66.17 - $83.53 $177,070 - $223,526	2,676 New	2,676 $218,000
Q3 2023 Nov 14, 2023	BUY	$61.58 - $75.59 $344,109 - $422,396	5,588 New	5,588 $408,000
Q4 2022 Feb 17, 2023	SELL	$57.65 - $78.5 $134,958 - $183,768	-2,341 Reduced 9.25%	22,963 $1.42 Million
Q3 2022 Oct 26, 2022	SELL	$56.95 - $73.5 $62,701 - $80,923	-1,101 Reduced 4.17%	25,304 $1.7 Million
Q2 2022 Jul 22, 2022	SELL	$54.14 - $71.62 $14,834 - $19,623	-274 Reduced 1.03%	26,405 $1.62 Million
Q1 2022 Apr 22, 2022	BUY	$45.4 - $67.44 $326,743 - $485,365	7,197 Added 36.94%	26,679 $1.8 Million
Q4 2021 Feb 14, 2022	BUY	$39.52 - $69.52 $378,404 - $665,654	9,575 Added 96.65%	19,482 $862,000
Q3 2021 Nov 05, 2021	BUY	$61.14 - $82.65 $11,800 - $15,951	193 Added 1.99%	9,907 $642,000
Q2 2021 Aug 16, 2021	BUY	$66.24 - $84.6 $348,886 - $445,588	5,267 Added 118.44%	9,714 $782,000
Q1 2021 May 17, 2021	BUY	$67.0 - $91.01 $52,863 - $71,806	789 Added 21.57%	4,447 $303,000
Q4 2020 Nov 19, 2021	SELL	$51.41 - $74.4 $278,642 - $403,248	-5,420 Reduced 59.7%	3,658 $255,000
Q4 2020 Feb 18, 2021	BUY	$51.41 - $74.4 $191,502 - $277,140	3,725 Added 69.59%	9,078 $633,000
Q3 2020 Nov 13, 2020	SELL	$46.15 - $61.64 $146,110 - $195,152	-3,166 Reduced 37.16%	5,353 $274,000
Q2 2020 Aug 14, 2020	SELL	$41.09 - $67.57 $241,732 - $397,514	-5,883 Reduced 40.85%	8,519 $500,000
Q1 2020 May 15, 2020	SELL	$40.54 - $87.73 $80,390 - $173,968	-1,983 Reduced 12.1%	14,402 $730,000
Q4 2019 Feb 14, 2020	BUY	$51.99 - $76.5 $851,856 - $1.25 Million	16,385 New	16,385 $1.21 Million

Others Institutions Holding HQY

# of Institutions

436

Shares Held

81.8M

Call Options Held

205K

Put Options Held

101K

Black Rock Inc. New York, NY

10.7M
Shares

$978 Million
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

8.88M
Shares

$809 Million
0.01% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

7.76M
Shares

$707 Million
3.16% of portfolio
State Street Corp Boston, MA

3.13M
Shares

$285 Million
0.01% of portfolio
Clearbridge Investments, LLC New York, NY

2.39M
Shares

$218 Million
0.16% of portfolio

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

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