A detailed history of Agf Management LTD transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Agf Management LTD holds 765,024 shares of LPLA stock, worth $282 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
765,024
Previous 437,444 74.89%
Holding current value
$282 Million
Previous $143 Million 100.45%
% of portfolio
1.39%
Previous 0.82%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
$283.31 - $388.96 $92.8 Million - $127 Million
327,580 Added 74.89%
765,024 $287 Million
Q1 2025

May 12, 2025

BUY
$308.87 - $383.33 $737,581 - $915,392
2,388 Added 0.55%
437,444 $143 Million
Q4 2024

Feb 07, 2025

SELL
$229.85 - $335.91 $2.86 Million - $4.18 Million
-12,454 Reduced 2.78%
435,056 $142 Million
Q3 2024

Nov 12, 2024

BUY
$193.0 - $282.1 $2.94 Million - $4.3 Million
15,232 Added 3.52%
447,510 $104 Million
Q2 2024

Aug 07, 2024

BUY
$256.41 - $288.82 $1.48 Million - $1.67 Million
5,767 Added 1.35%
432,278 $121 Million
Q1 2024

May 13, 2024

BUY
$230.75 - $273.77 $12 Million - $14.3 Million
52,156 Added 13.93%
426,511 $113 Million
Q4 2023

Feb 07, 2024

SELL
$209.89 - $239.77 $7.1 Million - $8.11 Million
-33,828 Reduced 8.29%
374,355 $85.2 Million
Q2 2023

Aug 09, 2023

BUY
$180.95 - $217.9 $542,850 - $653,700
3,000 Added 0.74%
408,183 $88.8 Million
Q1 2023

May 03, 2023

SELL
$192.0 - $255.57 $6.72 Million - $8.94 Million
-35,000 Reduced 7.95%
405,183 $82 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $91.1 Million - $119 Million
440,183 New
440,183 $0

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 $29.4B
  • 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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