Brown Advisory Inc Lpl Financial Holdings Inc. Transaction History

Brown Advisory Inc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$209.89 - $239.77 $233,817 - $267,103	1,114 New	1,114 $253,000
Q2 2022 Sep 13, 2022	BUY	$167.48 - $218.52 $283,878 - $370,391	1,695 Added 78.25%	3,861 $713,000
Q2 2022 Aug 02, 2022	SELL	$167.48 - $218.52 $372,643 - $486,207	-2,225 Reduced 50.67%	2,166 $353,000
Q1 2022 Sep 13, 2022	BUY	$143.67 - $190.77 $317,510 - $421,601	2,210 Added 101.33%	4,391 $802,000
Q1 2022 May 09, 2022	SELL	$143.67 - $190.77 $36,635 - $48,646	-255 Reduced 10.47%	2,181 $355,000
Q4 2021 Jan 27, 2022	BUY	$152.65 - $175.02 $371,855 - $426,348	2,436 New	2,436 $390,000

703

68.6M

647K

549K

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...

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