A detailed history of Bessemer Group Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Bessemer Group Inc holds 1,599 shares of LPLA stock, worth $372,135. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,599
Previous 1,599 -0.0%
Holding current value
$372,135
Previous $423,000 5.44%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2024

SELL
$230.75 - $273.77 $86,762 - $102,937
-376 Reduced 19.04%
1,599 $423,000
Q4 2023

Feb 09, 2024

SELL
$209.89 - $239.77 $216,396 - $247,202
-1,031 Reduced 34.3%
1,975 $449,000
Q3 2023

Nov 13, 2023

SELL
$218.49 - $247.52 $10,269 - $11,633
-47 Reduced 1.54%
3,006 $714,000
Q2 2023

Aug 10, 2023

SELL
$180.95 - $217.9 $29,313 - $35,299
-162 Reduced 5.04%
3,053 $664,000
Q1 2023

May 10, 2023

BUY
$192.0 - $255.57 $121,344 - $161,520
632 Added 24.47%
3,215 $651,000
Q4 2022

Feb 13, 2023

SELL
$206.94 - $269.62 $5,587 - $7,279
-27 Reduced 1.03%
2,583 $558,000
Q3 2022

Nov 09, 2022

BUY
$172.53 - $233.2 $81,606 - $110,303
473 Added 22.13%
2,610 $570,000
Q2 2022

Aug 10, 2022

BUY
$167.48 - $218.52 $261,938 - $341,765
1,564 Added 272.95%
2,137 $395,000
Q4 2021

Jan 27, 2022

BUY
$152.65 - $175.02 $58,770 - $67,382
385 Added 204.79%
573 $92,000
Q3 2021

Nov 12, 2021

SELL
$127.58 - $161.13 $437,216 - $552,192
-3,427 Reduced 94.8%
188 $29,000
Q3 2020

Nov 12, 2020

SELL
$74.14 - $85.09 $970,270 - $1.11 Million
-13,087 Reduced 78.36%
3,615 $277,000
Q2 2020

Aug 05, 2020

BUY
$48.65 - $85.54 $812,552 - $1.43 Million
16,702 New
16,702 $1.31 Million
Q1 2019

May 13, 2019

SELL
$59.74 - $77.93 $4,181 - $5,455
-70 Closed
0 $0
Q3 2018

Nov 06, 2018

BUY
$63.88 - $69.99 $4,471 - $4,899
70 New
70 $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 $18.6B
  • 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...
More about LPLA
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