Lpl Financial LLC Healthequity, Inc. Transaction History

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

A detailed history of Lpl Financial LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 37,805 shares of HQY stock, worth $3.46 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37,805
Previous 35,237 7.29%
Holding current value
$3.46 Million
Previous $3.04 Million 1.88%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024
BUY
$67.98 - $86.62 $174,572 - $222,440
2,568 Added 7.29%
37,805 $3.09 Million
Q2 2024

Aug 07, 2024
SELL
$75.85 - $86.94 $85,407 - $97,894
-1,126 Reduced 3.1%
35,237 $3.04 Million
Q1 2024

May 10, 2024
SELL
$66.17 - $83.53 $66,897 - $84,448
-1,011 Reduced 2.71%
36,363 $2.97 Million
Q4 2023

Feb 14, 2024
BUY
$62.44 - $76.13 $90,725 - $110,616
1,453 Added 4.04%
37,374 $2.48 Million
Q3 2023

Nov 13, 2023
BUY
$61.58 - $75.59 $197,179 - $242,039
3,202 Added 9.79%
35,921 $2.62 Million
Q2 2023

Jul 31, 2023
SELL
$51.02 - $65.67 $233,314 - $300,308
-4,573 Reduced 12.26%
32,719 $2.07 Million
Q1 2023

May 10, 2023
SELL
$52.44 - $67.41 $278,718 - $358,284
-5,315 Reduced 12.47%
37,292 $2.19 Million
Q4 2022

Feb 07, 2023
BUY
$57.65 - $78.5 $78,576 - $106,995
1,363 Added 3.3%
42,607 $2.63 Million
Q3 2022

Nov 14, 2022
BUY
$56.95 - $73.5 $46,129 - $59,535
810 Added 2.0%
41,244 $2.77 Million
Q2 2022

Aug 12, 2022
BUY
$54.14 - $71.62 $104,706 - $138,513
1,934 Added 5.02%
40,434 $2.48 Million
Q1 2022

May 16, 2022
BUY
$45.4 - $67.44 $201,485 - $299,298
4,438 Added 13.03%
38,500 $2.59 Million
Q4 2021

Feb 14, 2022
BUY
$39.52 - $69.52 $7,429 - $13,069
188 Added 0.55%
34,062 $1.5 Million
Q3 2021

Nov 15, 2021
BUY
$61.14 - $82.65 $229,886 - $310,764
3,760 Added 12.49%
33,874 $2.2 Million
Q2 2021

Aug 13, 2021
BUY
$66.24 - $84.6 $469,045 - $599,052
7,081 Added 30.74%
30,114 $2.42 Million
Q1 2021

May 14, 2021
BUY
$67.0 - $91.01 $64,588 - $87,733
964 Added 4.37%
23,033 $1.57 Million
Q4 2020

Feb 12, 2021
BUY
$51.41 - $74.4 $15,371 - $22,245
299 Added 1.37%
22,069 $1.54 Million
Q3 2020

Nov 09, 2020
BUY
$46.15 - $61.64 $969 - $1,294
21 Added 0.1%
21,770 $1.12 Million
Q2 2020

Aug 13, 2020
BUY
$41.09 - $67.57 $99,930 - $164,330
2,432 Added 12.59%
21,749 $1.28 Million
Q1 2020

May 14, 2020
SELL
$40.54 - $87.73 $94,701 - $204,937
-2,336 Reduced 10.79%
19,317 $977,000
Q4 2019

Feb 14, 2020
BUY
$51.99 - $76.5 $1,455 - $2,142
28 Added 0.13%
21,653 $1.6 Million
Q3 2019

Nov 13, 2019
SELL
$55.4 - $81.98 $14,847 - $21,970
-268 Reduced 1.22%
21,625 $1.24 Million
Q2 2019

Aug 09, 2019
BUY
$62.18 - $78.3 $313,884 - $395,258
5,048 Added 29.97%
21,893 $1.43 Million
Q1 2019

May 08, 2019
SELL
$52.86 - $84.51 $17,549 - $28,057
-332 Reduced 1.93%
16,845 $1.25 Million
Q4 2018

Feb 07, 2019
BUY
$54.39 - $100.44 $22,245 - $41,079
409 Added 2.44%
17,177 $1.03 Million
Q3 2018

Nov 14, 2018
SELL
$74.12 - $97.32 $19,048 - $25,011
-257 Reduced 1.51%
16,768 $1.58 Million
Q2 2018

Aug 14, 2018
BUY
$60.39 - $81.76 $9,843 - $13,326
163 Added 0.97%
17,025 $1.28 Million
Q1 2018

May 15, 2018
BUY
$46.47 - $66.82 $6,319 - $9,087
136 Added 0.81%
16,862 $1.02 Million
Q4 2017

Feb 14, 2018
SELL
$43.69 - $53.96 $43 - $53
-1 Reduced 0.01%
16,726 $783,000
Q3 2017

Nov 14, 2017
SELL
$40.6 - $50.58 $1.08 Million - $1.35 Million
-26,628 Reduced 61.42%
16,727 $845,000
Q2 2017

Aug 14, 2017
BUY
N/A
43,355
43,355 $2.16 Million

Others Institutions Holding HQY

# of Institutions
436
Shares Held
81.8M
Call Options Held
205K
Put Options Held
101K
View Full List

About HEALTHEQUITY, INC.

HQY Quotes by TradingView
  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $7.74B
  • 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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