A detailed history of Caprock Group, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Caprock Group, Inc. holds 2,786 shares of LPLA stock, worth $874,859. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,786
Previous 3,105 10.27%
Holding current value
$874,859
Previous $867,000 25.26%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Nov 07, 2024

SELL
$193.0 - $282.1 $61,567 - $89,989
-319 Reduced 10.27%
2,786 $648,000
Q2 2024

Aug 06, 2024

BUY
$256.41 - $288.82 $796,153 - $896,786
3,105 New
3,105 $867,000
Q3 2022

Nov 07, 2022

BUY
$172.53 - $233.2 $345 - $466
2 Added 0.13%
1,489 $325,000
Q2 2022

Jul 26, 2022

BUY
$167.48 - $218.52 $249,042 - $324,939
1,487 New
1,487 $274,000

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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