Btc Capital Management, Inc. Lpl Financial Holdings Inc. Transaction History

Btc Capital Management, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 06, 2023	SELL	$192.0 - $255.57 $105,792 - $140,819	-551 Reduced 31.52%	1,197 $242,000
Q4 2022 Jan 27, 2023	SELL	$206.94 - $269.62 $51,528 - $67,135	-249 Reduced 12.47%	1,748 $0
Q3 2022 Oct 17, 2022	SELL	$172.53 - $233.2 $7,418 - $10,027	-43 Reduced 2.11%	1,997 $436,000
Q2 2022 Jul 25, 2022	SELL	$167.48 - $218.52 $43,377 - $56,596	-259 Reduced 11.27%	2,040 $375,000
Q1 2022 May 06, 2022	SELL	$143.67 - $190.77 $23,561 - $31,286	-164 Reduced 6.66%	2,299 $420,000
Q4 2021 Feb 09, 2022	BUY	$152.65 - $175.02 $375,976 - $431,074	2,463 New	2,463 $394,000
Q2 2021 Aug 02, 2021	SELL	$134.61 - $156.7 $222,510 - $259,025	-1,653 Closed	0 $0
Q1 2021 May 04, 2021	BUY	$103.11 - $146.29 $170,440 - $241,817	1,653 New	1,653 $234,000

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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