A detailed history of Advisory Services Network, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Advisory Services Network, LLC holds 10,263 shares of LPLA stock, worth $2.39 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,263
Previous 8,127 26.28%
Holding current value
$2.39 Million
Previous $2.15 Million 33.49%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Aug 13, 2024

BUY
$256.41 - $288.82 $547,691 - $616,919
2,136 Added 26.28%
10,263 $2.87 Million
Q1 2024

May 06, 2024

SELL
$230.75 - $273.77 $53,764 - $63,788
-233 Reduced 2.79%
8,127 $2.15 Million
Q4 2023

Feb 09, 2024

BUY
$209.89 - $239.77 $39,879 - $45,556
190 Added 2.33%
8,360 $1.9 Million
Q3 2023

Nov 14, 2023

SELL
$218.49 - $247.52 $307,196 - $348,013
-1,406 Reduced 14.68%
8,170 $1.94 Million
Q2 2023

Aug 09, 2023

BUY
$180.95 - $217.9 $1,809 - $2,179
10 Added 0.1%
9,576 $2.08 Million
Q1 2023

May 17, 2023

BUY
$192.0 - $255.57 $222,144 - $295,694
1,157 Added 13.76%
9,566 $1.94 Million
Q4 2022

Feb 13, 2023

BUY
$206.94 - $269.62 $753,882 - $982,225
3,643 Added 76.44%
8,409 $1.82 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $42,442 - $57,367
246 Added 5.44%
4,766 $1.04 Million
Q2 2022

Aug 02, 2022

BUY
$167.48 - $218.52 $494,065 - $644,634
2,950 Added 187.9%
4,520 $834,000
Q1 2022

May 23, 2022

SELL
$143.67 - $190.77 $46,118 - $61,237
-321 Reduced 16.98%
1,570 $287,000
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $152 - $175
1 Added 0.05%
1,891 $302,000
Q3 2021

Nov 05, 2021

BUY
$127.58 - $161.13 $5,103 - $6,445
40 Added 2.16%
1,890 $296,000
Q2 2021

Aug 12, 2021

SELL
$134.61 - $156.7 $40,383 - $47,010
-300 Reduced 13.95%
1,850 $250,000
Q4 2020

Feb 09, 2021

SELL
$76.15 - $104.25 $3,198 - $4,378
-42 Reduced 1.92%
2,150 $224,000
Q3 2020

Nov 16, 2020

BUY
$74.14 - $85.09 $162,514 - $186,517
2,192 New
2,192 $168,000
Q2 2020

Aug 10, 2020

SELL
$48.65 - $85.54 $105,084 - $184,766
-2,160 Closed
0 $0
Q1 2020

May 15, 2020

BUY
$39.02 - $98.86 $75,386 - $190,997
1,932 Added 847.37%
2,160 $118,000
Q4 2019

Feb 04, 2020

SELL
$72.1 - $94.26 $53,137 - $69,469
-737 Reduced 76.37%
228 $21,000
Q2 2019

Aug 01, 2019

BUY
$70.51 - $84.91 $25,383 - $30,567
360 Added 59.5%
965 $0
Q1 2019

May 20, 2019

BUY
$59.74 - $77.93 $20,550 - $26,807
344 Added 131.8%
605 $42,000
Q4 2018

Feb 15, 2019

BUY
$53.2 - $65.69 $13,885 - $17,145
261 New
261 $16,000
Q3 2018

Nov 02, 2018

SELL
$63.88 - $69.99 $23,891 - $26,176
-374 Closed
0 $0
Q2 2018

Jul 27, 2018

SELL
$56.49 - $72.22 $6,948 - $8,883
-123 Reduced 24.75%
374 $26,000
Q1 2018

Apr 23, 2018

BUY
$57.2 - $65.99 $1,716 - $1,979
30 Added 6.42%
497 $0
Q4 2017

Feb 08, 2018

BUY
$48.68 - $57.7 $22,733 - $26,945
467
467 $27,000

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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