A detailed history of Agf Management LTD transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Agf Management LTD holds 447,510 shares of LPLA stock, worth $142 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
447,510
Previous 432,278 3.52%
Holding current value
$142 Million
Previous $121 Million 13.74%
% of portfolio
0.56%
Previous 0.71%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $25.3B
  • 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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