A detailed history of Atria Investments LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Atria Investments LLC holds 15,458 shares of LPLA stock, worth $5.18 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,458
Previous 16,733 7.62%
Holding current value
$5.18 Million
Previous $4.67 Million 23.03%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 01, 2024

SELL
$193.0 - $282.1 $246,075 - $359,677
-1,275 Reduced 7.62%
15,458 $3.6 Million
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $1.17 Million - $1.31 Million
4,548 Added 37.32%
16,733 $4.67 Million
Q1 2024

May 21, 2024

SELL
$230.75 - $273.77 $95,992 - $113,888
-416 Reduced 3.3%
12,185 $3.22 Million
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $198,975 - $227,301
948 Added 8.14%
12,601 $2.87 Million
Q3 2023

Nov 07, 2023

BUY
$218.49 - $247.52 $107,497 - $121,779
492 Added 4.41%
11,653 $2.77 Million
Q2 2023

Aug 04, 2023

SELL
$180.95 - $217.9 $46,685 - $56,218
-258 Reduced 2.26%
11,161 $2.43 Million
Q1 2023

May 10, 2023

SELL
$192.0 - $255.57 $22,464 - $29,901
-117 Reduced 1.01%
11,419 $2.31 Million
Q4 2022

Jan 31, 2023

SELL
$206.94 - $269.62 $402,291 - $524,141
-1,944 Reduced 14.42%
11,536 $2.49 Million
Q3 2022

Nov 01, 2022

BUY
$172.53 - $233.2 $169,079 - $228,536
980 Added 7.84%
13,480 $2.95 Million
Q2 2022

Aug 11, 2022

BUY
$167.48 - $218.52 $88,596 - $115,597
529 Added 4.42%
12,500 $2.31 Million
Q1 2022

May 02, 2022

BUY
$143.67 - $190.77 $193,667 - $257,157
1,348 Added 12.69%
11,971 $2.19 Million
Q4 2021

Feb 04, 2022

BUY
$152.65 - $175.02 $142,880 - $163,818
936 Added 9.66%
10,623 $1.7 Million
Q3 2021

Nov 16, 2021

BUY
$127.58 - $161.13 $1.24 Million - $1.56 Million
9,687 New
9,687 $1.52 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 $26.7B
  • 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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