A detailed history of Advisors Asset Management, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Advisors Asset Management, Inc. holds 1,906 shares of LPLA stock, worth $627,836. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,906
Previous 2,673 28.69%
Holding current value
$627,836
Previous $746,000 40.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

SELL
$193.0 - $282.1 $148,031 - $216,370
-767 Reduced 28.69%
1,906 $443,000
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $189,230 - $213,149
738 Added 38.14%
2,673 $746,000
Q1 2024

May 14, 2024

SELL
$230.75 - $273.77 $312,666 - $370,958
-1,355 Reduced 41.19%
1,935 $511,000
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $368,986 - $421,515
-1,758 Reduced 34.83%
3,290 $748,000
Q2 2023

Aug 14, 2023

SELL
$180.95 - $217.9 $9,047 - $10,895
-50 Reduced 0.98%
5,048 $1.1 Million
Q1 2023

May 12, 2023

SELL
$192.0 - $255.57 $217,536 - $289,560
-1,133 Reduced 18.18%
5,098 $1.03 Million
Q4 2022

Feb 13, 2023

SELL
$206.94 - $269.62 $86,500 - $112,701
-418 Reduced 6.29%
6,231 $1.35 Million
Q3 2022

Nov 08, 2022

SELL
$172.53 - $233.2 $174,945 - $236,464
-1,014 Reduced 13.23%
6,649 $1.45 Million
Q2 2022

Aug 08, 2022

SELL
$167.48 - $218.52 $67,326 - $87,845
-402 Reduced 4.98%
7,663 $1.41 Million
Q1 2022

May 17, 2022

BUY
$143.67 - $190.77 $10,775 - $14,307
75 Added 0.94%
8,065 $1.47 Million
Q4 2021

Feb 15, 2022

BUY
$152.65 - $175.02 $53,885 - $61,782
353 Added 4.62%
7,990 $1.28 Million
Q3 2021

Nov 12, 2021

BUY
$127.58 - $161.13 $20,667 - $26,103
162 Added 2.17%
7,637 $1.2 Million
Q2 2021

Jul 30, 2021

BUY
$134.61 - $156.7 $6,461 - $7,521
48 Added 0.65%
7,475 $1.01 Million
Q1 2021

May 07, 2021

SELL
$103.11 - $146.29 $53,101 - $75,339
-515 Reduced 6.48%
7,427 $1.06 Million
Q4 2020

Feb 12, 2021

SELL
$76.15 - $104.25 $148,035 - $202,662
-1,944 Reduced 19.66%
7,942 $828,000
Q3 2020

Nov 16, 2020

BUY
$74.14 - $85.09 $17,052 - $19,570
230 Added 2.38%
9,886 $758,000
Q2 2020

Aug 12, 2020

BUY
$48.65 - $85.54 $35,563 - $62,529
731 Added 8.19%
9,656 $757,000
Q1 2020

May 15, 2020

BUY
$39.02 - $98.86 $50,804 - $128,715
1,302 Added 17.08%
8,925 $486,000
Q4 2019

Feb 14, 2020

SELL
$72.1 - $94.26 $123,723 - $161,750
-1,716 Reduced 18.37%
7,623 $703,000
Q3 2019

Nov 14, 2019

BUY
$70.66 - $87.4 $31,231 - $38,630
442 Added 4.97%
9,339 $765,000
Q2 2019

Aug 14, 2019

BUY
$70.51 - $84.91 $41,600 - $50,096
590 Added 7.1%
8,897 $726,000
Q1 2019

May 15, 2019

BUY
$59.74 - $77.93 $108,368 - $141,365
1,814 Added 27.94%
8,307 $579,000
Q4 2018

Jan 31, 2019

BUY
$53.2 - $65.69 $161,568 - $199,500
3,037 Added 87.88%
6,493 $397,000
Q3 2018

Nov 15, 2018

SELL
$63.88 - $69.99 $13,542 - $14,837
-212 Reduced 5.78%
3,456 $223,000
Q2 2018

Aug 22, 2018

SELL
$56.49 - $72.22 $413,224 - $528,289
-7,315 Reduced 66.6%
3,668 $240,000
Q2 2018

Aug 15, 2018

BUY
$56.49 - $72.22 $379,951 - $485,751
6,726 Added 158.0%
10,983 $240,000
Q1 2018

May 15, 2018

BUY
$57.2 - $65.99 $84,656 - $97,665
1,480 Added 53.29%
4,257 $274,000
Q4 2017

Feb 13, 2018

BUY
$48.68 - $57.7 $135,184 - $160,232
2,777
2,777 $159,000

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 $26.3B
  • 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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