A detailed history of Amalgamated Bank transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Amalgamated Bank holds 5,030 shares of LPLA stock, worth $1.17 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,030
Previous 7,329 31.37%
Holding current value
$1.17 Million
Previous $1.94 Million 27.43%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Aug 12, 2024

SELL
$256.41 - $288.82 $589,486 - $663,997
-2,299 Reduced 31.37%
5,030 $1.41 Million
Q1 2024

Apr 23, 2024

SELL
$230.75 - $273.77 $627,178 - $744,106
-2,718 Reduced 27.05%
7,329 $1.94 Million
Q4 2023

Feb 06, 2024

SELL
$209.89 - $239.77 $86,054 - $98,305
-410 Reduced 3.92%
10,047 $2.29 Million
Q3 2023

Nov 08, 2023

BUY
$218.49 - $247.52 $296,053 - $335,389
1,355 Added 14.89%
10,457 $2.49 Million
Q2 2023

Aug 11, 2023

SELL
$180.95 - $217.9 $1.47 Million - $1.77 Million
-8,142 Reduced 47.22%
9,102 $1.98 Million
Q1 2023

May 02, 2023

SELL
$192.0 - $255.57 $266,880 - $355,242
-1,390 Reduced 7.46%
17,244 $3.49 Million
Q4 2022

Feb 10, 2023

BUY
$206.94 - $269.62 $64,772 - $84,391
313 Added 1.71%
18,634 $4.03 Million
Q3 2022

Nov 09, 2022

SELL
$172.53 - $233.2 $440,296 - $595,126
-2,552 Reduced 12.23%
18,321 $4 Million
Q2 2022

Aug 15, 2022

BUY
$167.48 - $218.52 $404,966 - $528,381
2,418 Added 13.1%
20,873 $3.85 Million
Q1 2022

Jun 30, 2022

BUY
$143.67 - $190.77 $209,183 - $277,761
1,456 Added 8.57%
18,455 $3.37 Million
Q4 2021

Feb 15, 2022

SELL
$152.65 - $175.02 $494,891 - $567,414
-3,242 Reduced 16.02%
16,999 $2.72 Million
Q3 2021

Oct 29, 2021

SELL
$127.58 - $161.13 $107,677 - $135,993
-844 Reduced 4.0%
20,241 $3.17 Million
Q2 2021

Aug 16, 2021

BUY
$134.61 - $156.7 $1.55 Million - $1.81 Million
11,532 Added 120.72%
21,085 $2.85 Million
Q1 2021

May 13, 2021

SELL
$103.11 - $146.29 $71,558 - $101,525
-694 Reduced 6.77%
9,553 $1.36 Million
Q4 2020

Feb 12, 2021

SELL
$76.15 - $104.25 $1,523 - $2,085
-20 Reduced 0.19%
10,247 $1.07 Million
Q3 2020

Oct 30, 2020

SELL
$74.14 - $85.09 $1,705 - $1,957
-23 Reduced 0.22%
10,267 $787,000
Q2 2020

Aug 10, 2020

SELL
$48.65 - $85.54 $524,641 - $922,463
-10,784 Reduced 51.17%
10,290 $807,000
Q1 2020

May 13, 2020

SELL
$39.02 - $98.86 $17,949 - $45,475
-460 Reduced 2.14%
21,074 $1.15 Million
Q4 2019

Feb 13, 2020

BUY
$72.1 - $94.26 $48,667 - $63,625
675 Added 3.24%
21,534 $1.99 Million
Q3 2019

Nov 13, 2019

BUY
$70.66 - $87.4 $175,731 - $217,363
2,487 Added 13.54%
20,859 $1.71 Million
Q2 2019

Aug 14, 2019

SELL
$70.51 - $84.91 $78,477 - $94,504
-1,113 Reduced 5.71%
18,372 $1.5 Million
Q1 2019

May 15, 2019

BUY
$59.74 - $77.93 $4,241 - $5,533
71 Added 0.37%
19,485 $1.36 Million
Q4 2018

Feb 15, 2019

BUY
$53.2 - $65.69 $394,584 - $487,222
7,417 Added 61.82%
19,414 $1.19 Million
Q3 2018

Nov 14, 2018

SELL
$63.88 - $69.99 $553,136 - $606,043
-8,659 Reduced 41.92%
11,997 $774,000
Q2 2018

Jul 18, 2018

BUY
$56.49 - $72.22 $101,512 - $129,779
1,797 Added 9.53%
20,656 $1.35 Million
Q1 2018

May 22, 2018

BUY
$57.2 - $65.99 $68,239 - $78,726
1,193 Added 6.75%
18,859 $1.15 Million
Q4 2017

Feb 13, 2018

BUY
$48.68 - $57.7 $47,365 - $56,142
973 Added 5.83%
17,666 $1.01 Million
Q3 2017

Nov 09, 2017

BUY
$45.09 - $51.58 $752,687 - $861,024
16,693
16,693 $861,000

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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