A detailed history of Private Advisory Group LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Private Advisory Group LLC holds 95,507 shares of HQY stock, worth $9.72 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
95,507
Holding current value
$9.72 Million
% of portfolio
0.79%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$87.42 - $103.12 $8.35 Million - $9.85 Million
95,507 New
95,507 $9.05 Million
Q4 2018

Feb 11, 2019

SELL
$54.39 - $100.44 $288,049 - $531,930
-5,296 Closed
0 $0
Q3 2018

Nov 07, 2018

BUY
$74.12 - $97.32 $392,539 - $515,406
5,296 New
5,296 $458,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.6B
  • 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 ...
More about HQY
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