A detailed history of Ameriprise Financial Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ameriprise Financial Inc holds 249,329 shares of LPLA stock, worth $82.2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
249,329
Previous 234,828 6.18%
Holding current value
$82.2 Million
Previous $65.6 Million 11.53%
% of portfolio
0.02%
Previous 0.02%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$193.0 - $282.1 $2.8 Million - $4.09 Million
14,501 Added 6.18%
249,329 $58 Million
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $40.5 Million - $45.6 Million
158,042 Added 205.82%
234,828 $65.6 Million
Q1 2024

May 15, 2024

BUY
$230.75 - $273.77 $219,443 - $260,355
951 Added 1.25%
76,786 $20.3 Million
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $41.4 Million - $47.3 Million
-197,305 Reduced 72.24%
75,835 $17.3 Million
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $50.1 Million - $56.8 Million
229,434 Added 524.95%
273,140 $64.9 Million
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $519,326 - $625,373
2,870 Added 7.03%
43,706 $9.5 Million
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $1.26 Million - $1.68 Million
6,554 Added 19.12%
40,836 $8.27 Million
Q4 2022

Feb 14, 2023

SELL
$206.94 - $269.62 $728,428 - $949,062
-3,520 Reduced 9.31%
34,282 $7.41 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $1.34 Million - $1.81 Million
-7,741 Reduced 17.0%
37,802 $8.26 Million
Q2 2022

Aug 15, 2022

SELL
$167.48 - $218.52 $2.49 Million - $3.25 Million
-14,864 Reduced 24.61%
45,543 $8.4 Million
Q1 2022

May 16, 2022

SELL
$143.67 - $190.77 $1.94 Million - $2.58 Million
-13,517 Reduced 18.28%
60,407 $11 Million
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $2.54 Million - $2.91 Million
16,630 Added 29.03%
73,924 $11.8 Million
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $1.24 Million - $1.57 Million
9,730 Added 20.46%
57,294 $8.98 Million
Q2 2021

Aug 16, 2021

BUY
$134.61 - $156.7 $5.99 Million - $6.98 Million
44,526 Added 1465.64%
47,564 $6.42 Million
Q1 2021

May 17, 2021

BUY
$103.11 - $146.29 $106,821 - $151,556
1,036 Added 51.75%
3,038 $433,000
Q4 2020

Feb 12, 2021

BUY
$76.15 - $104.25 $152,452 - $208,708
2,002 New
2,002 $208,000
Q3 2020

Nov 16, 2020

SELL
$74.14 - $85.09 $2.21 Million - $2.53 Million
-29,750 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
$48.65 - $85.54 $1.59 Million - $2.8 Million
-32,778 Reduced 52.42%
29,750 $2.33 Million
Q1 2020

May 15, 2020

SELL
$39.02 - $98.86 $1.67 Million - $4.24 Million
-42,871 Reduced 40.67%
62,528 $3.4 Million
Q4 2019

Feb 14, 2020

SELL
$72.1 - $94.26 $11.4 Million - $14.9 Million
-157,825 Reduced 59.96%
105,399 $9.72 Million
Q3 2019

Nov 14, 2019

SELL
$70.66 - $87.4 $616,861 - $763,002
-8,730 Reduced 3.21%
263,224 $21.6 Million
Q2 2019

Aug 14, 2019

BUY
$70.51 - $84.91 $10.2 Million - $12.2 Million
144,183 Added 112.84%
271,954 $22.2 Million
Q1 2019

May 15, 2019

BUY
$59.74 - $77.93 $7.63 Million - $9.96 Million
127,771 New
127,771 $8.9 Million
Q4 2018

Feb 14, 2019

SELL
$53.2 - $65.69 $179,496 - $221,638
-3,374 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$63.88 - $69.99 $215,531 - $236,146
3,374 New
3,374 $218,000
Q2 2018

Aug 14, 2018

SELL
$56.49 - $72.22 $1.31 Million - $1.67 Million
-23,144 Closed
0 $0
Q1 2018

May 15, 2018

SELL
$57.2 - $65.99 $423,165 - $488,194
-7,398 Reduced 24.22%
23,144 $1.41 Million
Q4 2017

Feb 12, 2018

BUY
$48.68 - $57.7 $11,537 - $13,674
237 Added 0.78%
30,542 $1.75 Million
Q3 2017

Nov 07, 2017

BUY
$45.09 - $51.58 $1.37 Million - $1.56 Million
30,305
30,305 $1.56 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 $26.3B
  • 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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