A detailed history of Baird Financial Group, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Baird Financial Group, Inc. holds 7,745 shares of LPLA stock, worth $2.57 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,745
Holding current value
$2.57 Million
% of portfolio
0.0%

Shares

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

Nov 13, 2024

BUY
$193.0 - $282.1 $1.49 Million - $2.18 Million
7,745 New
7,745 $1.8 Million
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $3,932 - $4,455
18 Added 0.52%
3,459 $822,000
Q2 2023

Aug 11, 2023

SELL
$180.95 - $217.9 $26,418 - $31,813
-146 Reduced 4.07%
3,441 $748,000
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $82,944 - $110,406
-432 Reduced 10.75%
3,587 $726,000
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $19,840 - $26,818
115 Added 2.51%
4,696 $1.03 Million
Q2 2022

Aug 08, 2022

SELL
$167.48 - $218.52 $10,216 - $13,329
-61 Reduced 1.31%
4,581 $845,000
Q1 2022

May 13, 2022

BUY
$143.67 - $190.77 $2,873 - $3,815
20 Added 0.43%
4,642 $848,000
Q4 2021

Feb 09, 2022

SELL
$152.65 - $175.02 $1.84 Million - $2.11 Million
-12,036 Reduced 72.25%
4,622 $740,000
Q3 2021

Nov 12, 2021

BUY
$127.58 - $161.13 $1.86 Million - $2.35 Million
14,565 Added 695.89%
16,658 $2.61 Million
Q2 2021

Aug 11, 2021

SELL
$134.61 - $156.7 $10,095 - $11,752
-75 Reduced 3.46%
2,093 $283,000
Q1 2021

May 13, 2021

BUY
$103.11 - $146.29 $3,711 - $5,266
36 Added 1.69%
2,168 $308,000
Q4 2020

Feb 11, 2021

BUY
$76.15 - $104.25 $162,351 - $222,261
2,132 New
2,132 $222,000

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 $26.5B
  • 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
Track This Portfolio

Track Baird Financial Group, Inc. Portfolio

Follow Baird Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baird Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baird Financial Group, Inc. with notifications on news.