Summit Global Investments Lpl Financial Holdings Inc. Transaction History

Summit Global Investments

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$209.89 - $239.77 $324,699 - $370,924	-1,547 Reduced 32.66%	3,189 $726,000
Q3 2023 Oct 13, 2023	SELL	$218.49 - $247.52 $4.27 Million - $4.84 Million	-19,545 Reduced 80.5%	4,736 $1.13 Million
Q2 2023 Jul 18, 2023	SELL	$180.95 - $217.9 $986,358 - $1.19 Million	-5,451 Reduced 18.33%	24,281 $5.28 Million
Q1 2023 May 04, 2023	BUY	$192.0 - $255.57 $2 Million - $2.66 Million	10,421 Added 53.96%	29,732 $6.02 Million
Q4 2022 Jan 31, 2023	BUY	$206.94 - $269.62 $4 Million - $5.21 Million	19,311 New	19,311 $4.17 Million

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $25.7B
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...

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