A detailed history of Brown Brothers Harriman & CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Brown Brothers Harriman & CO holds 151,979 shares of LPLA stock, worth $50.1 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
151,979
Previous 95,964 58.37%
Holding current value
$50.1 Million
Previous $26.8 Million 31.97%
% of portfolio
0.25%
Previous 0.21%

Shares

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

Nov 13, 2024

BUY
$193.0 - $282.1 $10.8 Million - $15.8 Million
56,015 Added 58.37%
151,979 $35.4 Million
Q2 2024

Aug 09, 2024

BUY
$256.41 - $288.82 $3.85 Million - $4.34 Million
15,030 Added 18.57%
95,964 $26.8 Million
Q1 2024

May 10, 2024

BUY
$230.75 - $273.77 $5.07 Million - $6.02 Million
21,978 Added 37.28%
80,934 $21.4 Million
Q4 2023

Feb 12, 2024

BUY
$209.89 - $239.77 $3.23 Million - $3.69 Million
15,373 Added 35.27%
58,956 $13.4 Million
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $2.7 Million - $3.05 Million
12,342 Added 39.51%
43,583 $10.4 Million
Q2 2023

Aug 07, 2023

BUY
$180.95 - $217.9 $2.16 Million - $2.6 Million
11,930 Added 61.78%
31,241 $6.79 Million
Q1 2023

May 11, 2023

BUY
$192.0 - $255.57 $2.87 Million - $3.82 Million
14,957 Added 343.52%
19,311 $3.91 Million
Q4 2022

Feb 09, 2023

SELL
$206.94 - $269.62 $110,505 - $143,977
-534 Reduced 10.92%
4,354 $941,000
Q3 2022

Nov 10, 2022

SELL
$172.53 - $233.2 $414,072 - $559,680
-2,400 Reduced 32.93%
4,888 $1.07 Million
Q2 2022

Aug 11, 2022

BUY
$167.48 - $218.52 $59,790 - $78,011
357 Added 5.15%
7,288 $1.34 Million
Q1 2022

May 13, 2022

BUY
$143.67 - $190.77 $277,426 - $368,376
1,931 Added 38.62%
6,931 $1.27 Million
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $16,638 - $19,077
-109 Reduced 2.13%
5,000 $800,000
Q3 2021

Nov 15, 2021

SELL
$127.58 - $161.13 $8,547 - $10,795
-67 Reduced 1.29%
5,109 $801,000
Q2 2021

Aug 13, 2021

SELL
$134.61 - $156.7 $55,190 - $64,246
-410 Reduced 7.34%
5,176 $699,000
Q1 2021

May 13, 2021

BUY
$103.11 - $146.29 $8,867 - $12,580
86 Added 1.56%
5,586 $794,000
Q2 2020

Aug 13, 2020

SELL
$48.65 - $85.54 $486 - $855
-10 Reduced 0.18%
5,500 $431,000
Q1 2020

May 15, 2020

BUY
$39.02 - $98.86 $136,570 - $346,010
3,500 Added 174.13%
5,510 $300,000
Q4 2019

Feb 14, 2020

BUY
$72.1 - $94.26 $143,911 - $188,142
1,996 Added 14257.14%
2,010 $185,000
Q2 2019

Aug 14, 2019

SELL
$70.51 - $84.91 $316,307 - $380,906
-4,486 Reduced 99.69%
14 $1,000
Q1 2019

May 15, 2019

SELL
$59.74 - $77.93 $29,870 - $38,965
-500 Reduced 10.0%
4,500 $313,000
Q2 2018

Aug 14, 2018

SELL
$56.49 - $72.22 $56,490 - $72,220
-1,000 Reduced 16.67%
5,000 $328,000
Q1 2018

May 14, 2018

SELL
$57.2 - $65.99 $97,240 - $112,182
-1,700 Reduced 22.08%
6,000 $366,000
Q4 2017

Feb 14, 2018

SELL
$48.68 - $57.7 $34,076 - $40,390
-700 Reduced 8.33%
7,700 $440,000
Q3 2017

Nov 14, 2017

SELL
$45.09 - $51.58 $7.15 Million - $8.18 Million
-158,600 Reduced 94.97%
8,400 $433,000
Q2 2017

Aug 14, 2017

BUY
N/A
167,000
167,000 $7.09 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 $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...
More about LPLA
Track This Portfolio

Track Brown Brothers Harriman & CO Portfolio

Follow Brown Brothers Harriman & CO 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 Brown Brothers Harriman & CO, based on Form 13F filings with the SEC.

News

Stay updated on Brown Brothers Harriman & CO with notifications on news.