A detailed history of Capstone Investment Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Capstone Investment Advisors, LLC holds 1,246 shares of LPLA stock, worth $289,981. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,246
Previous 766 62.66%
Holding current value
$289,981
Previous $202,000 72.28%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $123,076 - $138,633
480 Added 62.66%
1,246 $348,000
Q1 2024

May 01, 2024

SELL
$230.75 - $273.77 $79,147 - $93,903
-343 Reduced 30.93%
766 $202,000
Q4 2023

Feb 12, 2024

BUY
$209.89 - $239.77 $23,507 - $26,854
112 Added 11.23%
1,109 $252,000
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $217,834 - $246,777
997 New
997 $236,000

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 $18.6B
  • 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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