Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 12, 2022

SELL
$143.67 - $190.77 $5.64 Million - $7.49 Million
-39,262 Closed
0 $0
Q2 2021

Aug 11, 2021

BUY
$134.61 - $156.7 $2.53 Million - $2.95 Million
18,808 Added 91.95%
39,262 $5.3 Million
Q4 2020

May 07, 2021

BUY
$76.15 - $104.25 $1.56 Million - $2.13 Million
20,454 New
20,454 $2.13 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 $25.1B
  • 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 Capitolis Advisors LLC Portfolio

Follow Capitolis Advisors LLC 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 Capitolis Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capitolis Advisors LLC with notifications on news.