A detailed history of Anchor Investment Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Anchor Investment Management, LLC holds 8,365 shares of LPLA stock, worth $2.03 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,365
Previous 7,701 8.62%
Holding current value
$2.03 Million
Previous $2.03 Billion 14.83%
% of portfolio
0.24%
Previous 0.21%

Shares

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

Sep 20, 2024

BUY
$256.41 - $288.82 $170,256 - $191,776
664 Added 8.62%
8,365 $2.34 Billion
Q1 2024

May 15, 2024

BUY
$230.75 - $273.77 $128,066 - $151,942
555 Added 7.77%
7,701 $2.03 Billion
Q4 2023

Jan 02, 2024

BUY
$209.89 - $239.77 $1.5 Million - $1.71 Million
7,146 New
7,146 $1.63 Billion
Q3 2023

Jan 02, 2024

BUY
$218.49 - $247.52 $91,765 - $103,958
420 Added 14.82%
3,254 $773 Million
Q2 2023

Jan 02, 2024

SELL
$180.95 - $217.9 $780,256 - $939,584
-4,312 Reduced 60.34%
2,834 $616 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 $19.4B
  • 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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