Bamco Inc Lpl Financial Holdings Inc. Transaction History

Bamco Inc

$35.5 Billion
Q3 2025

A detailed history of Bamco Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Bamco Inc holds 207,897 shares of LPLA stock, worth $77 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

207,897

Previous 222,479 6.55%

Holding current value

$77 Million

Previous $83.4 Million 17.09%

% of portfolio

0.2%

Previous 0.24%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$332.69 - $399.0 $4.85 Million - $5.82 Million	-14,582 Reduced 6.55%	207,897 $69.2 Million
Q2 2025 Aug 14, 2025	BUY	$283.31 - $388.96 $16.2 Million - $22.3 Million	57,228 Added 34.63%	222,479 $83.4 Million
Q1 2025 May 15, 2025	BUY	$308.87 - $383.33 $14.1 Million - $17.5 Million	45,547 Added 38.05%	165,251 $54.1 Million
Q4 2024 Feb 14, 2025	BUY	$229.85 - $335.91 $12.5 Million - $18.2 Million	54,256 Added 82.9%	119,704 $39.1 Million
Q3 2024 Nov 14, 2024	SELL	$193.0 - $282.1 $11.6 Million - $17 Million	-60,193 Reduced 47.91%	65,448 $15.2 Million

Q2 2024 Aug 14, 2024	BUY	$256.41 - $288.82 $923,845 - $1.04 Million	3,603 Added 2.95%	125,641 $35.1 Million
Q1 2024 May 15, 2024	BUY	$230.75 - $273.77 $1.89 Million - $2.24 Million	8,184 Added 7.19%	122,038 $32.2 Million
Q4 2023 Feb 14, 2024	BUY	$209.89 - $239.77 $734,615 - $839,195	3,500 Added 3.17%	113,854 $25.9 Million
Q3 2023 Nov 14, 2023	BUY	$218.49 - $247.52 $277,700 - $314,597	1,271 Added 1.17%	110,354 $26.2 Million
Q2 2023 Aug 14, 2023	BUY	$180.95 - $217.9 $2.25 Million - $2.71 Million	12,449 Added 12.88%	109,083 $23.7 Million
Q1 2023 May 15, 2023	BUY	$192.0 - $255.57 $8.87 Million - $11.8 Million	46,216 Added 91.67%	96,634 $19.6 Million
Q4 2022 Feb 14, 2023	SELL	$206.94 - $269.62 $3.78 Million - $4.93 Million	-18,274 Reduced 26.6%	50,418 $10.9 Million
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $3.67 Million - $4.97 Million	21,292 Added 44.92%	68,692 $15 Million
Q2 2022 Aug 15, 2022	BUY	$167.48 - $218.52 $5.91 Million - $7.71 Million	35,300 Added 291.74%	47,400 $8.74 Million
Q1 2022 May 13, 2022	BUY	$143.67 - $190.77 $229,871 - $305,232	1,600 Added 15.24%	12,100 $2.21 Million
Q4 2021 Feb 14, 2022	BUY	$152.65 - $175.02 $1.6 Million - $1.84 Million	10,500 New	10,500 $1.68 Million

Others Institutions Holding LPLA

# of Institutions

855

Shares Held

79.4M

Call Options Held

206K

Put Options Held

236K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $29.6B
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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