Capital Research Global Investors Lpl Financial Holdings Inc. Transaction History

Capital Research Global Investors

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$256.41 - $288.82 $5.14 Million - $5.79 Million	-20,034 Reduced 1.25%	1,577,102 $440 Million
Q1 2024 May 14, 2024	SELL	$230.75 - $273.77 $141 Million - $167 Million	-611,052 Reduced 27.67%	1,597,136 $422 Million
Q4 2023 Feb 13, 2024	SELL	$209.89 - $239.77 $26.4 Million - $30.2 Million	-125,888 Reduced 5.39%	2,208,188 $503 Million
Q3 2023 Nov 13, 2023	BUY	$218.49 - $247.52 $29.8 Million - $33.7 Million	136,231 Added 6.2%	2,334,076 $555 Million
Q2 2023 Aug 11, 2023	BUY	$180.95 - $217.9 $215 Million - $259 Million	1,188,739 Added 117.8%	2,197,845 $478 Million
Q1 2023 May 15, 2023	SELL	$192.0 - $255.57 $146 Million - $194 Million	-758,650 Reduced 42.92%	1,009,106 $204 Million
Q4 2022 Feb 14, 2023	SELL	$206.94 - $269.62 $206 Million - $269 Million	-996,795 Reduced 36.06%	1,767,756 $382 Million
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $134 Million - $181 Million	777,500 Added 39.13%	2,764,551 $604 Million
Q2 2022 Aug 15, 2022	BUY	$167.48 - $218.52 $225 Million - $294 Million	1,345,584 Added 209.77%	1,987,051 $367 Million
Q1 2022 May 16, 2022	BUY	$143.67 - $190.77 $92.2 Million - $122 Million	641,467 New	641,467 $117 Million

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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