A detailed history of Bleakley Financial Group, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Bleakley Financial Group, LLC holds 4,887 shares of LPLA stock, worth $1.54 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,887
Previous 5,271 7.29%
Holding current value
$1.54 Million
Previous $1.47 Billion 22.78%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 16, 2024

SELL
$193.0 - $282.1 $74,112 - $108,326
-384 Reduced 7.29%
4,887 $1.14 Billion
Q2 2024

Aug 12, 2024

BUY
$256.41 - $288.82 $23,846 - $26,860
93 Added 1.8%
5,271 $1.47 Billion
Q1 2024

May 08, 2024

BUY
$230.75 - $273.77 $92,761 - $110,055
402 Added 8.42%
5,178 $1.37 Billion
Q4 2023

Jan 25, 2024

SELL
$209.89 - $239.77 $5,667 - $6,473
-27 Reduced 0.56%
4,776 $1.09 Billion
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $43,261 - $49,008
198 Added 4.3%
4,803 $1.14 Billion
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $14,295 - $17,214
79 Added 1.75%
4,605 $1 Billion
Q4 2022

Feb 07, 2023

BUY
$206.94 - $269.62 $936,610 - $1.22 Million
4,526 New
4,526 $978 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 $25.1B
  • 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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