A detailed history of Belpointe Asset Management LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Belpointe Asset Management LLC holds 1,969 shares of LPLA stock, worth $555,258. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,969
Holding current value
$555,258
% of portfolio
0.04%

Shares

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

May 08, 2024

BUY
$230.75 - $273.77 $454,346 - $539,053
1,969 New
1,969 $520,000
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $96,768 - $128,807
504 Added 58.47%
1,366 $276,000
Q4 2022

Feb 08, 2023

SELL
$206.94 - $269.62 $8,070 - $10,515
-39 Reduced 4.33%
862 $186,000
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $3,450 - $4,664
20 Added 2.27%
901 $197,000
Q2 2022

Aug 02, 2022

BUY
$167.48 - $218.52 $4,187 - $5,463
25 Added 2.92%
881 $161,000
Q1 2022

Apr 28, 2022

BUY
$143.67 - $190.77 $12,930 - $17,169
90 Added 11.75%
856 $156,000
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $97,726 - $123,425
766 New
766 $120,000
Q2 2021

Aug 09, 2021

SELL
$134.61 - $156.7 $94,227 - $109,689
-700 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$103.11 - $146.29 $72,177 - $102,403
700 New
700 $100,000
Q1 2020

Jul 20, 2020

SELL
$39.02 - $98.86 $86,780 - $219,864
-2,224 Closed
0 $0
Q4 2019

Feb 18, 2020

BUY
$72.1 - $94.26 $160,350 - $209,634
2,224 New
2,224 $204,000

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
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