A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 1,890 shares of LPLA stock, worth $610,923. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,890
Previous 2,974 36.45%
Holding current value
$610,923
Previous $831,000 47.05%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2024

SELL
$193.0 - $282.1 $209,212 - $305,796
-1,084 Reduced 36.45%
1,890 $440,000
Q2 2024

Jul 26, 2024

BUY
$256.41 - $288.82 $79,999 - $90,111
312 Added 11.72%
2,974 $831,000
Q1 2024

Apr 24, 2024

SELL
$230.75 - $273.77 $148,603 - $176,307
-644 Reduced 19.48%
2,662 $703,000
Q4 2023

Feb 09, 2024

BUY
$209.89 - $239.77 $305,180 - $348,625
1,454 Added 78.51%
3,306 $753,000
Q3 2023

Oct 24, 2023

BUY
$218.49 - $247.52 $49,160 - $55,692
225 Added 13.83%
1,852 $440,000
Q2 2023

Jul 13, 2023

SELL
$180.95 - $217.9 $25,694 - $30,941
-142 Reduced 8.03%
1,627 $354,000
Q1 2023

May 11, 2023

BUY
$192.0 - $255.57 $6,720 - $8,944
35 Added 2.02%
1,769 $358,000
Q4 2022

Feb 08, 2023

SELL
$206.94 - $269.62 $243,775 - $317,612
-1,178 Reduced 40.45%
1,734 $375,000
Q3 2022

Oct 17, 2022

BUY
$172.53 - $233.2 $502,407 - $679,078
2,912 New
2,912 $636,000

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 $25.8B
  • 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...
More about LPLA
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