A detailed history of Captrust Financial Advisors transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 197,584 shares of LPLA stock, worth $66.2 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
197,584
Previous 15,508 1174.08%
Holding current value
$66.2 Million
Previous $4.33 Million 961.72%
% of portfolio
0.14%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$193.0 - $282.1 $35.1 Million - $51.4 Million
182,076 Added 1174.08%
197,584 $46 Million
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $41,025 - $46,211
160 Added 1.04%
15,508 $4.33 Million
Q1 2024

May 15, 2024

SELL
$230.75 - $273.77 $551,954 - $654,857
-2,392 Reduced 13.48%
15,348 $4.05 Million
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $11,543 - $13,187
-55 Reduced 0.31%
17,740 $4.04 Million
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $504,711 - $571,771
2,310 Added 14.92%
17,795 $4.23 Million
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $98,255 - $118,319
543 Added 3.63%
15,485 $3.37 Million
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $634,560 - $844,658
-3,305 Reduced 18.11%
14,942 $3.02 Million
Q4 2022

Feb 15, 2023

SELL
$206.94 - $269.62 $49,665 - $64,708
-240 Reduced 1.3%
18,247 $3.94 Million
Q3 2022

Nov 16, 2022

SELL
$172.53 - $233.2 $352,133 - $475,961
-2,041 Reduced 9.94%
18,487 $4.04 Million
Q2 2022

Aug 23, 2022

SELL
$167.48 - $218.52 $36,678 - $47,855
-219 Reduced 1.06%
20,528 $3.79 Million
Q2 2022

Aug 16, 2022

SELL
$167.48 - $218.52 $178,031 - $232,286
-1,063 Reduced 4.87%
20,747 $3.83 Million
Q1 2022

May 16, 2022

SELL
$143.67 - $190.77 $9.62 Million - $12.8 Million
-66,981 Reduced 75.44%
21,810 $3.98 Million
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $4.68 Million - $5.37 Million
-30,660 Reduced 25.67%
88,791 $14.2 Million
Q3 2021

Nov 16, 2021

BUY
$127.58 - $161.13 $1.96 Million - $2.48 Million
15,384 Added 14.78%
119,451 $18.7 Million
Q2 2021

Aug 16, 2021

BUY
$134.61 - $156.7 $1.44 Million - $1.68 Million
10,692 Added 11.45%
104,067 $14 Million
Q1 2021

May 17, 2021

BUY
$103.11 - $146.29 $606,389 - $860,331
5,881 Added 6.72%
93,375 $13.3 Million
Q4 2020

Feb 16, 2021

BUY
$76.15 - $104.25 $327,901 - $448,900
4,306 Added 5.18%
87,494 $9.12 Million
Q3 2020

Nov 17, 2020

BUY
$74.14 - $85.09 $323,324 - $371,077
4,361 Added 5.53%
83,188 $6.38 Million
Q2 2020

Aug 14, 2020

SELL
$48.65 - $85.54 $11,821 - $20,786
-243 Reduced 0.31%
78,827 $6.05 Million
Q1 2020

May 15, 2020

BUY
$39.02 - $98.86 $1.2 Million - $3.03 Million
30,647 Added 63.29%
79,070 $4.11 Million
Q4 2019

Feb 14, 2020

BUY
$72.1 - $94.26 $3.44 Million - $4.5 Million
47,723 Added 6817.57%
48,423 $4.55 Million
Q3 2019

Nov 14, 2019

SELL
$70.66 - $87.4 $70 - $87
-1 Reduced 0.14%
700 $57,000
Q2 2019

Aug 13, 2019

BUY
$70.51 - $84.91 $49,357 - $59,437
700 Added 70000.0%
701 $57,000
Q4 2018

Feb 13, 2019

SELL
$53.2 - $65.69 $14,204 - $17,539
-267 Reduced 99.63%
1 $0
Q3 2018

Nov 15, 2018

SELL
$63.88 - $69.99 $8,432 - $9,238
-132 Reduced 33.0%
268 $17,000
Q2 2018

Aug 13, 2018

BUY
$56.49 - $72.22 $7,400 - $9,460
131 Added 48.7%
400 $26,000
Q1 2018

May 15, 2018

BUY
$57.2 - $65.99 $15,386 - $17,751
269 New
269 $16,000

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 $26.7B
  • 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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