A detailed history of Capital Research Global Investors transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Capital Research Global Investors holds 1,597,136 shares of LPLA stock, worth $446 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,597,136
Previous 2,208,188 27.67%
Holding current value
$446 Million
Previous $503 Million 16.05%
% of portfolio
0.1%
Previous 0.13%

Shares

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

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 $22.3B
  • 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...
More about LPLA
Track This Portfolio

Track Capital Research Global Investors Portfolio

Follow Capital Research Global Investors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Research Global Investors, based on Form 13F filings with the SEC.

News

Stay updated on Capital Research Global Investors with notifications on news.