A detailed history of Capital World Investors transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Capital World Investors holds 16,367 shares of LPLA stock, worth $5.12 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,367
Previous 5,435 201.14%
Holding current value
$5.12 Million
Previous $1.78 Million 245.16%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

BUY
$283.31 - $388.96 $3.1 Million - $4.25 Million
10,932 Added 201.14%
16,367 $6.14 Million
Q1 2025

May 12, 2025

SELL
$308.87 - $383.33 $4.27 Million - $5.3 Million
-13,819 Reduced 71.77%
5,435 $1.78 Million
Q4 2024

Feb 13, 2025

BUY
$229.85 - $335.91 $332,592 - $486,061
1,447 Added 8.13%
19,254 $6.29 Million
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $4.57 Million - $5.14 Million
17,807 New
17,807 $4.97 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $87 Million - $118 Million
504,494 New
504,494 $110 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 $25B
  • 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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