A detailed history of Sky View Investment Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Sky View Investment Advisors, LLC holds 4,704 shares of LPLA stock, worth $1.48 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,704
Previous 4,666 0.81%
Holding current value
$1.48 Million
Previous $1.23 Million 6.57%
% of portfolio
0.23%
Previous 0.23%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$256.41 - $288.82 $9,743 - $10,975
38 Added 0.81%
4,704 $1.31 Million
Q1 2024

May 15, 2024

BUY
$230.75 - $273.77 $1.08 Million - $1.28 Million
4,666 New
4,666 $1.23 Million
Q3 2023

Nov 16, 2023

BUY
$218.49 - $247.52 $22,722 - $25,742
104 Added 2.52%
4,227 $1.01 Million
Q2 2023

Aug 15, 2023

SELL
$180.95 - $217.9 $4,704 - $5,665
-26 Reduced 0.63%
4,123 $896,000
Q1 2023

May 18, 2023

BUY
$192.0 - $255.57 $20,928 - $27,857
109 Added 2.7%
4,149 $840,000
Q4 2022

Feb 16, 2023

BUY
$206.94 - $269.62 $3,104 - $4,044
15 Added 0.37%
4,040 $873,000
Q3 2022

Nov 16, 2022

BUY
$172.53 - $233.2 $77,120 - $104,240
447 Added 12.49%
4,025 $879,000
Q2 2022

Nov 15, 2022

SELL
$167.48 - $218.52 $10,718 - $13,985
-64 Reduced 1.76%
3,578 $660,000
Q1 2022

May 17, 2022

SELL
$143.67 - $190.77 $1.16 Million - $1.53 Million
-8,045 Reduced 68.84%
3,642 $665,000
Q4 2021

Feb 18, 2022

BUY
$152.65 - $175.02 $1.13 Million - $1.3 Million
7,413 Added 173.44%
11,687 $530,000
Q3 2021

Nov 16, 2021

BUY
$127.58 - $161.13 $511,723 - $646,292
4,011 Added 1525.1%
4,274 $670,000
Q1 2021

May 18, 2021

BUY
$103.11 - $146.29 $19,178 - $27,209
186 Added 241.56%
263 $37,000
Q4 2020

Mar 02, 2021

BUY
$76.15 - $104.25 $5,863 - $8,027
77 New
77 $8,000

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 $25B
  • 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
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