Cary Street Partners Investment Advisory LLC Lpl Financial Holdings Inc. Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$218.49 - $247.52 $50,471 - $57,177	231 Added 770.0%	261 $62,000
Q4 2022 Feb 14, 2023	BUY	$206.94 - $269.62 $6,208 - $8,088	30 New	30 $6,000

Others Institutions Holding LPLA

# of Institutions

715

Shares Held

68.3M

Call Options Held

647K

Put Options Held

558K

Vanguard Group Inc Valley Forge, PA

7.28M
Shares

$2.63 Billion
0.03% of portfolio
Black Rock Inc. New York, NY

5.3M
Shares

$1.92 Billion
0.03% of portfolio
Boston Partners Boston, MA

3.1M
Shares

$1.12 Billion
0.89% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

2.6M
Shares

$942 Million
1.39% of portfolio
Janus Henderson Group PLC London, X0

2.53M
Shares

$915 Million
0.31% of portfolio

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $28.9B
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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