A detailed history of Buckingham Strategic Partners transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Buckingham Strategic Partners holds 148,469 shares of LPLA stock, worth $53.7 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
148,469
Previous 147,846 0.42%
Holding current value
$53.7 Million
Previous $41.3 Million 16.32%
% of portfolio
0.79%
Previous 1.18%

Shares

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

Nov 14, 2024

BUY
$193.0 - $282.1 $120,239 - $175,748
623 Added 0.42%
148,469 $34.6 Million
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $37.9 Million - $42.7 Million
147,846 New
147,846 $41.3 Million
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $6,296 - $7,193
30 Added 0.17%
17,865 $4.07 Million
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $3.9 Million - $4.41 Million
17,835 New
17,835 $4.24 Million
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $636,096 - $846,703
3,313 Added 11.22%
32,852 $6.65 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $570,740 - $743,611
2,758 Added 10.3%
29,539 $6.39 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $4.62 Million - $6.25 Million
26,781 New
26,781 $5.85 Million
Q2 2022

Aug 12, 2022

SELL
$167.48 - $218.52 $2.98 Million - $3.89 Million
-17,809 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$143.67 - $190.77 $2.56 Million - $3.4 Million
17,809 New
17,809 $3.25 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 $28.9B
  • 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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