A detailed history of Balyasny Asset Management LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Balyasny Asset Management LLC holds 71,000 shares of LPLA stock, worth $15.3 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
71,000
Previous 1,666 4161.7%
Holding current value
$15.3 Million
Previous $440,000 4406.82%
% of portfolio
0.04%
Previous 0.0%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$230.75 - $273.77 $468,653 - $556,026
-2,031 Reduced 54.94%
1,666 $440,000
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $74.1 Million - $84.6 Million
-352,806 Reduced 98.96%
3,697 $841,000
Q3 2023

Nov 14, 2023

SELL
$218.49 - $247.52 $26.3 Million - $29.8 Million
-120,342 Reduced 25.24%
356,503 $84.7 Million
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $71.7 Million - $86.3 Million
395,992 Added 489.77%
476,845 $104 Million
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $36.7 Million - $48.8 Million
-191,060 Reduced 70.27%
80,853 $16.4 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $56 Million - $72.9 Million
270,490 Added 19008.43%
271,913 $58.8 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $13.2 Million - $17.8 Million
-76,431 Reduced 98.17%
1,423 $311,000
Q2 2022

Aug 15, 2022

SELL
$167.48 - $218.52 $15.8 Million - $20.6 Million
-94,063 Reduced 54.71%
77,854 $14.4 Million
Q1 2022

May 16, 2022

BUY
$143.67 - $190.77 $17.1 Million - $22.7 Million
118,958 Added 224.62%
171,917 $31.4 Million
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $8.08 Million - $9.27 Million
52,959 New
52,959 $8.48 Million
Q3 2021

Nov 15, 2021

SELL
$127.58 - $161.13 $49.2 Million - $62.2 Million
-385,929 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$134.61 - $156.7 $44.6 Million - $51.9 Million
331,178 Added 604.88%
385,929 $52.1 Million
Q4 2020

Feb 16, 2021

SELL
$76.15 - $104.25 $20.4 Million - $28 Million
-268,387 Reduced 83.06%
54,751 $5.71 Million
Q1 2020

May 15, 2020

SELL
$39.02 - $98.86 $18.6 Million - $47.1 Million
-476,047 Reduced 59.57%
323,138 $17.6 Million
Q4 2019

Feb 14, 2020

BUY
$72.1 - $94.26 $9.71 Million - $12.7 Million
134,674 Added 20.27%
799,185 $73.7 Million
Q3 2019

Nov 14, 2019

BUY
$70.66 - $87.4 $46.5 Million - $57.5 Million
657,439 Added 9296.37%
664,511 $54.4 Million
Q2 2019

Aug 14, 2019

SELL
$70.51 - $84.91 $997,504 - $1.2 Million
-14,147 Reduced 66.67%
7,072 $577,000
Q1 2019

May 15, 2019

SELL
$59.74 - $77.93 $90.7 Million - $118 Million
-1,518,400 Reduced 98.62%
21,219 $1.48 Million
Q4 2018

Feb 14, 2019

SELL
$53.2 - $65.69 $18.7 Million - $23.2 Million
-352,439 Reduced 18.63%
1,539,619 $94 Million
Q3 2018

Nov 14, 2018

SELL
$63.88 - $69.99 $13.6 Million - $14.9 Million
-212,991 Reduced 10.12%
1,892,058 $122 Million
Q2 2018

Aug 14, 2018

SELL
$56.49 - $72.22 $3.86 Million - $4.93 Million
-68,326 Reduced 3.14%
2,105,049 $138 Million
Q1 2018

May 15, 2018

BUY
$57.2 - $65.99 $24.7 Million - $28.5 Million
432,461 Added 24.84%
2,173,375 $133 Million
Q4 2017

Feb 14, 2018

SELL
$48.68 - $57.7 $34.6 Million - $41 Million
-710,250 Reduced 28.98%
1,740,914 $99.5 Million
Q3 2017

Nov 14, 2017

BUY
$45.09 - $51.58 $111 Million - $126 Million
2,451,164
2,451,164 $126 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 $17.2B
  • 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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