A detailed history of Acadian Asset Management LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Acadian Asset Management LLC holds 5,551 shares of LPLA stock, worth $1.29 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,551
Previous 5,153 7.72%
Holding current value
$1.29 Million
Previous $1.36 Million 13.91%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2024

BUY
$256.41 - $288.82 $102,051 - $114,950
398 Added 7.72%
5,551 $1.55 Million
Q1 2024

May 10, 2024

BUY
$230.75 - $273.77 $1 Million - $1.19 Million
4,340 Added 533.83%
5,153 $1.36 Million
Q4 2023

Feb 13, 2024

SELL
$209.89 - $239.77 $176,097 - $201,167
-839 Reduced 50.79%
813 $185,000
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $310,255 - $351,478
1,420 Added 612.07%
1,652 $391,000
Q2 2023

Aug 07, 2023

SELL
$180.95 - $217.9 $6,695 - $8,062
-37 Reduced 13.75%
232 $50,000
Q1 2023

May 11, 2023

SELL
$192.0 - $255.57 $84,672 - $112,706
-441 Reduced 62.11%
269 $54,000
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $146,927 - $191,430
710 New
710 $153,000
Q2 2022

Aug 09, 2022

SELL
$167.48 - $218.52 $54,765 - $71,456
-327 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$143.67 - $190.77 $46,980 - $62,381
327 New
327 $58,000
Q4 2021

Feb 10, 2022

SELL
$152.65 - $175.02 $31,140 - $35,704
-204 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$127.58 - $161.13 $26,026 - $32,870
204 New
204 $31,000
Q2 2021

Aug 11, 2021

SELL
$134.61 - $156.7 $423,483 - $492,978
-3,146 Closed
0 $0
Q1 2021

May 11, 2021

SELL
$103.11 - $146.29 $290,460 - $412,098
-2,817 Reduced 47.24%
3,146 $448,000
Q4 2020

Feb 11, 2021

BUY
$76.15 - $104.25 $49,421 - $67,658
649 Added 12.21%
5,963 $622,000
Q3 2020

Nov 09, 2020

BUY
$74.14 - $85.09 $114,398 - $131,293
1,543 Added 40.92%
5,314 $407,000
Q2 2020

Aug 12, 2020

SELL
$48.65 - $85.54 $534,031 - $938,972
-10,977 Reduced 74.43%
3,771 $296,000
Q1 2020

May 11, 2020

BUY
$39.02 - $98.86 $103,793 - $262,967
2,660 Added 22.01%
14,748 $804,000
Q4 2019

Feb 06, 2020

BUY
$72.1 - $94.26 $871,544 - $1.14 Million
12,088 New
12,088 $1.12 Million
Q3 2019

Nov 07, 2019

SELL
$70.66 - $87.4 $111,006 - $137,305
-1,571 Closed
0 $0
Q2 2019

Aug 08, 2019

SELL
$70.51 - $84.91 $133,475 - $160,734
-1,893 Reduced 54.65%
1,571 $128,000
Q1 2019

May 09, 2019

BUY
$59.74 - $77.93 $206,939 - $269,949
3,464 New
3,464 $241,000

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 $18.6B
  • 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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