Caldwell Trust CO Lpl Financial Holdings Inc. Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Caldwell Trust CO holds 7,928 shares of LPLA stock, worth $2.96 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

7,928

Previous 8,138 2.58%

Holding current value

$2.96 Million

Previous $3.05 Billion 13.57%

% of portfolio

0.25%

Previous 0.31%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$332.69 - $399.0 $69,864 - $83,790	-210 Reduced 2.58%	7,928 $2.64 Billion
Q2 2025 Sep 22, 2025	BUY	$283.31 - $388.96 $2.31 Million - $3.17 Million	8,138 New	8,138 $3.05 Billion
Q1 2025 Sep 23, 2025	BUY	$308.87 - $383.33 $15,134 - $18,783	49 Added 0.6%	8,187 $2.68 Billion
Q4 2024 Sep 24, 2025	SELL	$229.85 - $335.91 $28,731 - $41,988	-125 Reduced 1.46%	8,412 $2.75 Billion
Q3 2024 Sep 24, 2025	SELL	$193.0 - $282.1 $54,040 - $78,988	-280 Reduced 3.18%	8,537 $1.99 Billion
Q2 2024 Sep 24, 2025	SELL	$256.41 - $288.82 $86,666 - $97,621	-338 Reduced 3.69%	8,817 $2.46 Billion
Q1 2024 Sep 24, 2025	BUY	$230.75 - $273.77 $234,672 - $278,424	1,017 Added 12.5%	9,155 $2.42 Billion
Q4 2023 Oct 01, 2025	SELL	$209.89 - $239.77 $48,904 - $55,866	-233 Reduced 2.42%	9,408 $2.14 Billion
Q3 2023 Oct 01, 2025	SELL	$218.49 - $247.52 $5,462 - $6,188	-25 Reduced 0.26%	9,641 $2.29 Billion
Q2 2023 Oct 01, 2025	SELL	$180.95 - $217.9 $36,913 - $44,451	-204 Reduced 2.07%	9,666 $2.1 Billion
Q1 2023 Oct 01, 2025	BUY	$192.0 - $255.57 $332,544 - $442,647	1,732 Added 21.28%	9,870 $2 Billion
Q4 2022 Oct 01, 2025	SELL	$206.94 - $269.62 $35,593 - $46,374	-172 Reduced 1.7%	9,965 $2.15 Billion
Q3 2022 Oct 01, 2025	BUY	$172.53 - $233.2 $344,887 - $466,166	1,999 Added 24.56%	10,137 $2.21 Billion
Q2 2022 Oct 01, 2025	SELL	$167.48 - $218.52 $18,422 - $24,037	-110 Reduced 1.04%	10,424 $1.92 Billion
Q1 2022 Oct 01, 2025	BUY	$143.67 - $190.77 $344,233 - $457,084	2,396 Added 29.44%	10,534 $1.92 Billion
Q4 2021 Oct 02, 2025	SELL	$152.65 - $175.02 $8,090 - $9,276	-53 Reduced 0.49%	10,714 $1.72 Billion
Q3 2021 Oct 02, 2025	SELL	$127.58 - $161.13 $74,379 - $93,938	-583 Reduced 5.14%	10,767 $1.69 Billion
Q2 2021 Oct 02, 2025	SELL	$134.61 - $156.7 $48,055 - $55,941	-357 Reduced 3.05%	11,350 $1.53 Billion
Q1 2021 Oct 02, 2025	BUY	$103.11 - $146.29 $367,999 - $522,109	3,569 Added 43.86%	11,707 $1.66 Billion
Q4 2020 Oct 02, 2025	BUY	$76.15 - $104.25 $303,305 - $415,227	3,983 Added 48.94%	12,121 $1.26 Billion
Q3 2020 Oct 02, 2025	SELL	$74.14 - $85.09 $25,726 - $29,526	-347 Reduced 2.68%	12,612 $967 Million
Q2 2020 Oct 02, 2025	SELL	$48.65 - $85.54 $22,233 - $39,091	-457 Reduced 3.41%	12,959 $1.02 Billion
Q1 2020 Oct 02, 2025	BUY	$39.02 - $98.86 $205,947 - $521,783	5,278 Added 64.86%	13,416 $730 Million
Q4 2019 Oct 06, 2025	BUY	$72.1 - $94.26 $396,189 - $517,958	5,495 Added 67.52%	13,633 $1.26 Billion

Others Institutions Holding LPLA

# of Institutions

862

Shares Held

80M

Call Options Held

115K

Put Options Held

192K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $29.8B
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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Caldwell Trust CO Lpl Financial Holdings Inc. Transaction History