A detailed history of Oppenheimer Asset Management Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Oppenheimer Asset Management Inc. holds 69,139 shares of HQY stock, worth $6.73 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
69,139
Previous 64,214 7.67%
Holding current value
$6.73 Million
Previous $5.54 Million 2.24%
% of portfolio
0.07%
Previous 0.07%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$67.98 - $86.62 $334,801 - $426,603
4,925 Added 7.67%
69,139 $5.66 Million
Q2 2024

Aug 08, 2024

BUY
$75.85 - $86.94 $1.11 Million - $1.27 Million
14,573 Added 29.36%
64,214 $5.54 Million
Q1 2024

May 06, 2024

SELL
$66.17 - $83.53 $555,430 - $701,150
-8,394 Reduced 14.46%
49,641 $4.05 Million
Q4 2023

Feb 13, 2024

SELL
$62.44 - $76.13 $241,080 - $293,937
-3,861 Reduced 6.24%
58,035 $3.85 Million
Q3 2023

Nov 07, 2023

BUY
$61.58 - $75.59 $405,996 - $498,364
6,593 Added 11.92%
61,896 $4.52 Million
Q2 2023

Aug 02, 2023

BUY
$51.02 - $65.67 $102,907 - $132,456
2,017 Added 3.79%
55,303 $3.49 Million
Q1 2023

May 10, 2023

BUY
$52.44 - $67.41 $324,708 - $417,402
6,192 Added 13.15%
53,286 $3.13 Million
Q4 2022

Feb 06, 2023

SELL
$57.65 - $78.5 $74,656 - $101,657
-1,295 Reduced 2.68%
47,094 $2.9 Million
Q3 2022

Nov 14, 2022

SELL
$56.95 - $73.5 $146,418 - $188,968
-2,571 Reduced 5.05%
48,389 $3.25 Million
Q2 2022

Aug 08, 2022

SELL
$54.14 - $71.62 $411,030 - $543,739
-7,592 Reduced 12.97%
50,960 $3.13 Million
Q1 2022

May 12, 2022

BUY
$45.4 - $67.44 $406,330 - $603,588
8,950 Added 18.04%
58,552 $3.95 Million
Q4 2021

Feb 02, 2022

BUY
$39.52 - $69.52 $352,597 - $620,257
8,922 Added 21.93%
49,602 $2.19 Million
Q3 2021

Nov 12, 2021

BUY
$61.14 - $82.65 $150,098 - $202,905
2,455 Added 6.42%
40,680 $2.63 Million
Q2 2021

Aug 03, 2021

BUY
$66.24 - $84.6 $57,165 - $73,009
863 Added 2.31%
38,225 $3.08 Million
Q1 2021

May 17, 2021

BUY
$67.0 - $91.01 $303,711 - $412,548
4,533 Added 13.81%
37,362 $2.54 Million
Q4 2020

Feb 11, 2021

BUY
$51.41 - $74.4 $388,351 - $562,017
7,554 Added 29.89%
32,829 $2.29 Million
Q3 2020

Nov 13, 2020

BUY
$46.15 - $61.64 $234,442 - $313,131
5,080 Added 25.15%
25,275 $1.3 Million
Q2 2020

Aug 11, 2020

BUY
$41.09 - $67.57 $247,978 - $407,784
6,035 Added 42.62%
20,195 $1.19 Million
Q1 2020

May 08, 2020

BUY
$40.54 - $87.73 $118,984 - $257,487
2,935 Added 26.15%
14,160 $716,000
Q4 2019

Feb 07, 2020

BUY
$51.99 - $76.5 $73,097 - $107,559
1,406 Added 14.32%
11,225 $831,000
Q3 2019

Oct 31, 2019

BUY
$55.4 - $81.98 $52,186 - $77,225
942 Added 10.61%
9,819 $560,000
Q2 2019

Aug 09, 2019

SELL
$62.18 - $78.3 $21,638 - $27,248
-348 Reduced 3.77%
8,877 $581,000
Q1 2019

Apr 24, 2019

BUY
$52.86 - $84.51 $75,008 - $119,919
1,419 Added 18.18%
9,225 $683,000
Q4 2018

Jan 30, 2019

BUY
$54.39 - $100.44 $63,146 - $116,610
1,161 Added 17.47%
7,806 $466,000
Q3 2018

Oct 26, 2018

BUY
$74.12 - $97.32 $30,166 - $39,609
407 Added 6.52%
6,645 $628,000
Q2 2018

Aug 10, 2018

SELL
$60.39 - $81.76 $19,747 - $26,735
-327 Reduced 4.98%
6,238 $469,000
Q1 2018

May 09, 2018

BUY
$46.47 - $66.82 $305,075 - $438,673
6,565 New
6,565 $398,000
Q4 2017

Feb 07, 2018

SELL
$43.69 - $53.96 $154,531 - $190,856
-3,537 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
$40.6 - $50.58 $143,602 - $178,901
3,537
3,537 $179,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.23B
  • 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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