A detailed history of Agf Investments Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Agf Investments Inc. holds 415,000 shares of LPLA stock, worth $134 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
415,000
Previous 415,000 -0.0%
Holding current value
$134 Million
Previous $76.6 Million 18.43%
% of portfolio
0.86%
Previous 0.68%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022

BUY
$167.48 - $218.52 $2.51 Million - $3.28 Million
15,000 Added 3.75%
415,000 $76.6 Million
Q1 2022

May 10, 2022

BUY
$143.67 - $190.77 $11.2 Million - $14.8 Million
77,817 Added 24.15%
400,000 $73.1 Million
Q3 2021

Nov 10, 2021

BUY
$127.58 - $161.13 $13.1 Million - $16.6 Million
103,060 Added 47.03%
322,183 $50.5 Million
Q2 2021

Aug 10, 2021

BUY
$134.61 - $156.7 $18.1 Million - $21 Million
134,123 Added 157.79%
219,123 $29.6 Million
Q1 2021

May 14, 2021

BUY
$103.11 - $146.29 $8.76 Million - $12.4 Million
85,000 New
85,000 $12.1 Million
Q1 2020

May 08, 2020

SELL
$39.02 - $98.86 $2.93 Million - $7.41 Million
-75,000 Closed
0 $0
Q4 2019

Feb 12, 2020

BUY
$72.1 - $94.26 $1.8 Million - $2.36 Million
25,000 Added 50.0%
75,000 $6.92 Million
Q1 2019

May 10, 2019

BUY
$59.74 - $77.93 $2.99 Million - $3.9 Million
50,000 New
50,000 $3.48 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 $25.8B
  • 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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