A detailed history of Blair William & CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Blair William & CO holds 23,122 shares of LPLA stock, worth $7.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,122
Previous 24,601 6.01%
Holding current value
$7.27 Million
Previous $6.87 Million 21.69%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$193.0 - $282.1 $285,447 - $417,225
-1,479 Reduced 6.01%
23,122 $5.38 Million
Q2 2024

Aug 12, 2024

SELL
$256.41 - $288.82 $175,897 - $198,130
-686 Reduced 2.71%
24,601 $6.87 Million
Q1 2024

May 09, 2024

BUY
$230.75 - $273.77 $422,734 - $501,546
1,832 Added 7.81%
25,287 $6.68 Million
Q4 2023

Feb 12, 2024

SELL
$209.89 - $239.77 $252,287 - $288,203
-1,202 Reduced 4.87%
23,455 $5.34 Million
Q3 2023

Nov 09, 2023

BUY
$218.49 - $247.52 $2.54 Million - $2.88 Million
11,646 Added 89.51%
24,657 $5.86 Million
Q2 2023

Aug 11, 2023

BUY
$180.95 - $217.9 $2.35 Million - $2.84 Million
13,011 New
13,011 $2.83 Million

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 $25.1B
  • 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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