A detailed history of Principal Securities, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Principal Securities, Inc. holds 956 shares of LPLA stock, worth $317,315. This represents 0.01% of its overall portfolio holdings.

Number of Shares
956
Previous 2,600 63.23%
Holding current value
$317,315
Previous $726 Million 69.37%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 28, 2024

SELL
$193.0 - $282.1 $317,292 - $463,772
-1,644 Reduced 63.23%
956 $222 Million
Q2 2024

Jul 31, 2024

BUY
$256.41 - $288.82 $15,384 - $17,329
60 Added 2.36%
2,600 $726 Million
Q1 2024

May 10, 2024

BUY
$230.75 - $273.77 $27,920 - $33,126
121 Added 5.0%
2,540 $671 Million
Q4 2023

Feb 07, 2024

BUY
$209.89 - $239.77 $507,723 - $580,003
2,419 New
2,419 $551 Million

Others Institutions Holding LPLA

About LPL Financial Holdings Inc.


  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $26.5B
  • Description
  • LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...
More about LPLA
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.