Baker Avenue Asset Management, LP Lpl Financial Holdings Inc. Transaction History

Baker Avenue Asset Management, LP

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$218.49 - $247.52 $1,092 - $1,237	5 Added 17.86%	33 $7,000
Q2 2023 Aug 11, 2023	SELL	$180.95 - $217.9 $10,857 - $13,074	-60 Reduced 68.18%	28 $6,000
Q1 2023 May 15, 2023	SELL	$192.0 - $255.57 $8,064 - $10,733	-42 Reduced 32.31%	88 $17,000
Q4 2022 Feb 13, 2023	BUY	$206.94 - $269.62 $26,902 - $35,050	130 New	130 $28,000

703

68.6M

647K

549K

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...

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