A detailed history of Beacon Pointe Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 1,149 shares of LPLA stock, worth $378,480. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,149
Previous 1,220 5.82%
Holding current value
$378,480
Previous $340,000 21.47%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$193.0 - $282.1 $13,703 - $20,029
-71 Reduced 5.82%
1,149 $267,000
Q2 2024

Aug 12, 2024

SELL
$256.41 - $288.82 $71,794 - $80,869
-280 Reduced 18.67%
1,220 $340,000
Q1 2024

May 14, 2024

BUY
$230.75 - $273.77 $80,070 - $94,998
347 Added 30.1%
1,500 $396,000
Q4 2023

Feb 08, 2024

BUY
$209.89 - $239.77 $5,037 - $5,754
24 Added 2.13%
1,153 $262,000
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $246,675 - $279,450
1,129 New
1,129 $268,000
Q1 2023

May 12, 2023

BUY
$192.0 - $255.57 $203,520 - $270,904
1,060 New
1,060 $214,000

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 $26.3B
  • 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...
More about LPLA
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