A detailed history of Bryn Mawr Trust CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Bryn Mawr Trust CO holds 1,793 shares of LPLA stock, worth $676,516. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,793
Previous 2,418 25.85%
Holding current value
$676,516
Previous $906,000 34.22%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025

SELL
$332.69 - $399.0 $207,931 - $249,375
-625 Reduced 25.85%
1,793 $596,000
Q2 2025

Jul 28, 2025

BUY
$283.31 - $388.96 $170,552 - $234,153
602 Added 33.15%
2,418 $906,000
Q1 2025

May 08, 2025

BUY
$308.87 - $383.33 $417,592 - $518,262
1,352 Added 291.38%
1,816 $594,000
Q4 2024

Jan 28, 2025

SELL
$229.85 - $335.91 $73,322 - $107,155
-319 Reduced 40.74%
464 $151,000
Q3 2024

Nov 25, 2024

BUY
$193.0 - $282.1 $151,119 - $220,884
783 New
783 $182,000

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 $30.1B
  • 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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