A detailed history of Bell Investment Advisors, Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 55 shares of LPLA stock, worth $15,510. This represents 0.0% of its overall portfolio holdings.

Number of Shares
55
Previous 55 -0.0%
Holding current value
$15,510
Previous $12,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $419 - $479
-2 Reduced 3.51%
55 $12,000
Q3 2023

Nov 08, 2023

SELL
$218.49 - $247.52 $873 - $990
-4 Reduced 6.56%
57 $13,000
Q2 2023

Aug 09, 2023

BUY
$180.95 - $217.9 $904 - $1,089
5 Added 8.93%
61 $13,000
Q1 2023

May 10, 2023

BUY
$192.0 - $255.57 $768 - $1,022
4 Added 7.69%
56 $11,000
Q4 2022

Feb 08, 2023

SELL
$206.94 - $269.62 $413 - $539
-2 Reduced 3.7%
52 $11,000
Q3 2022

Nov 09, 2022

BUY
$172.53 - $233.2 $1,380 - $1,865
8 Added 17.39%
54 $12,000
Q2 2022

Aug 12, 2022

BUY
$167.48 - $218.52 $2,512 - $3,277
15 Added 48.39%
46 $8,000
Q3 2021

Nov 12, 2021

BUY
$127.58 - $161.13 $3,954 - $4,995
31 New
31 $5,000

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 $22.5B
  • 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 Bell Investment Advisors, Inc Portfolio

Follow Bell Investment Advisors, 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 Bell Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bell Investment Advisors, Inc with notifications on news.