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Healthequity shares owned by LPL Financial

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Healthequity

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All positions including Healthequity held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.6M 36k 73.41
2023-06-30 $2.1M 33k 63.14
2023-03-31 $2.2M 37k 58.71
2022-12-31 $2.6M 43k 61.44
2022-09-30 $2.8M 41k 67.16
2022-06-30 $2.5M 40k 61.26
2022-03-31 $2.6M 39k 67.38
2021-12-31 $1.5M 34k 44.15
2021-09-30 $2.2M 34k 64.86
2021-06-30 $2.4M 30k 80.49
2021-03-31 $1.6M 23k 67.99
2020-12-31 $1.5M 22k 69.69
2020-09-30 $1.1M 22k 51.36
2020-06-30 $1.3M 22k 58.67
2020-03-31 $977k 19k 50.58
2019-12-31 $1.6M 22k 73.75
2019-09-30 $1.2M 22k 57.16
2019-06-30 $1.4M 22k 65.18
2019-03-31 $1.2M 17k 74.03
2018-12-31 $1.0M 17k 59.67
2018-09-30 $1.6M 17k 94.41
2018-06-30 $1.3M 17k 75.12
2018-03-31 $1.0M 17k 60.55
2017-12-31 $783k 17k 46.81
2017-09-30 $845k 17k 50.52
2017-06-30 $2.2M 43k 49.82
2017-03-31 $826k 20k 41.75
2016-12-31 $889k 22k 40.21
2016-09-30 $989k 26k 37.58
2016-06-30 $809k 27k 30.29
2016-03-31 $339k 14k 25.14
2015-09-30 $603k 21k 29.34
2015-06-30 $237k 7.6k 31.18