A detailed history of Canada Pension Plan Investment Board transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Canada Pension Plan Investment Board holds 607,765 shares of LPLA stock, worth $204 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
607,765
Previous 774,901 21.57%
Holding current value
$204 Million
Previous $216 Million 34.65%
% of portfolio
0.14%
Previous 0.22%

Shares

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

Nov 14, 2024

SELL
$193.0 - $282.1 $32.3 Million - $47.1 Million
-167,136 Reduced 21.57%
607,765 $141 Million
Q2 2024

Aug 12, 2024

SELL
$256.41 - $288.82 $2.28 Million - $2.56 Million
-8,876 Reduced 1.13%
774,901 $216 Million
Q1 2024

May 14, 2024

BUY
$230.75 - $273.77 $20.4 Million - $24.2 Million
88,241 Added 12.69%
783,777 $207 Million
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $50.1 Million - $57.2 Million
238,546 Added 52.2%
695,536 $158 Million
Q3 2023

Nov 09, 2023

BUY
$218.49 - $247.52 $78.1 Million - $88.4 Million
357,245 Added 358.16%
456,990 $109 Million
Q2 2023

Aug 09, 2023

SELL
$180.95 - $217.9 $1.66 Million - $2 Million
-9,200 Reduced 8.44%
99,745 $21.7 Million
Q1 2023

May 12, 2023

BUY
$192.0 - $255.57 $2.09 Million - $2.79 Million
10,900 Added 11.12%
108,945 $22.1 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $6.1 Million - $7.95 Million
29,480 Added 43.0%
98,045 $21.2 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $6.9 Million - $9.32 Million
39,965 Added 139.74%
68,565 $15 Million
Q2 2022

Aug 12, 2022

BUY
$167.48 - $218.52 $3.48 Million - $4.55 Million
20,800 Added 266.67%
28,600 $5.28 Million
Q1 2022

May 13, 2022

BUY
$143.67 - $190.77 $1.12 Million - $1.49 Million
7,800 New
7,800 $1.43 Million
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $164,098 - $188,146
-1,075 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $36,998 - $46,727
290 Added 36.94%
1,075 $169,000
Q2 2021

Aug 16, 2021

BUY
$134.61 - $156.7 $105,668 - $123,009
785 New
785 $106,000
Q3 2020

Nov 12, 2020

SELL
$74.14 - $85.09 $481,910 - $553,085
-6,500 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
$48.65 - $85.54 $1.71 Million - $3 Million
-35,053 Reduced 84.36%
6,500 $510,000
Q1 2020

May 13, 2020

BUY
$39.02 - $98.86 $1.36 Million - $3.46 Million
34,953 Added 529.59%
41,553 $2.26 Million
Q4 2019

Feb 14, 2020

BUY
$72.1 - $94.26 $7,209 - $9,426
100 Added 1.54%
6,600 $609,000
Q3 2019

Nov 12, 2019

SELL
$70.66 - $87.4 $2.74 Million - $3.39 Million
-38,764 Reduced 85.64%
6,500 $532,000
Q2 2019

Aug 12, 2019

SELL
$70.51 - $84.91 $1.82 Million - $2.2 Million
-25,876 Reduced 36.37%
45,264 $3.69 Million
Q1 2019

May 15, 2019

SELL
$59.74 - $77.93 $690,594 - $900,870
-11,560 Reduced 13.98%
71,140 $4.96 Million
Q4 2018

Feb 06, 2019

SELL
$53.2 - $65.69 $6.06 Million - $7.49 Million
-114,000 Reduced 57.96%
82,700 $5.05 Million
Q3 2018

Nov 09, 2018

BUY
$63.88 - $69.99 $8.57 Million - $9.39 Million
134,200 Added 214.72%
196,700 $12.7 Million
Q2 2018

Aug 07, 2018

SELL
$56.49 - $72.22 $898,191 - $1.15 Million
-15,900 Reduced 20.28%
62,500 $4.1 Million
Q1 2018

May 14, 2018

SELL
$57.2 - $65.99 $62,920 - $72,589
-1,100 Reduced 1.38%
78,400 $4.79 Million
Q4 2017

Feb 14, 2018

SELL
$48.68 - $57.7 $1.06 Million - $1.25 Million
-21,700 Reduced 21.44%
79,500 $4.54 Million
Q3 2017

Oct 30, 2017

BUY
$45.09 - $51.58 $279,558 - $319,796
6,200 Added 6.53%
101,200 $5.22 Million
Q2 2017

Jan 31, 2018

BUY
N/A
95,000
95,000 $4.03 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 $26.8B
  • 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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