A detailed history of Eagle Bay Advisors LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Eagle Bay Advisors LLC holds 684 shares of LPLA stock, worth $224,304. This represents 0.09% of its overall portfolio holdings.

Number of Shares
684
Previous 754 9.28%
Holding current value
$224,304
Previous $210,000 24.29%
% of portfolio
0.09%
Previous 0.13%

Shares

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

Oct 22, 2024

SELL
$193.0 - $282.1 $13,510 - $19,747
-70 Reduced 9.28%
684 $159,000
Q2 2024

Jul 26, 2024

SELL
$256.41 - $288.82 $9,230 - $10,397
-36 Reduced 4.56%
754 $210,000
Q1 2024

May 08, 2024

SELL
$230.75 - $273.77 $52,611 - $62,419
-228 Reduced 22.4%
790 $208,000
Q4 2023

Feb 08, 2024

BUY
$209.89 - $239.77 $25,816 - $29,491
123 Added 13.74%
1,018 $231,000
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $75,379 - $85,394
345 Added 62.73%
895 $212,000
Q2 2023

Aug 10, 2023

SELL
$180.95 - $217.9 $12,485 - $15,035
-69 Reduced 11.15%
550 $119,000
Q1 2023

Apr 24, 2023

BUY
$192.0 - $255.57 $13,632 - $18,145
71 Added 12.96%
619 $125,000
Q4 2022

Jan 26, 2023

SELL
$206.94 - $269.62 $6,001 - $7,818
-29 Reduced 5.03%
548 $0
Q3 2022

Nov 22, 2022

SELL
$172.53 - $233.2 $37,266 - $50,371
-216 Reduced 27.24%
577 $126,000
Q2 2022

Aug 19, 2022

BUY
$167.48 - $218.52 $93,453 - $121,934
558 Added 237.45%
793 $146 Million
Q1 2022

May 11, 2022

BUY
$143.67 - $190.77 $32,469 - $43,114
226 Added 2511.11%
235 $43,000
Q4 2021

Jan 21, 2022

BUY
$152.65 - $175.02 $1,373 - $1,575
9 New
9 $1,000

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 $26.2B
  • 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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