A detailed history of Catalyst Capital Advisors LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Catalyst Capital Advisors LLC holds 2,552 shares of LPLA stock, worth $840,628. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,552
Previous 3,170 19.5%
Holding current value
$840,628
Previous $885,000 32.99%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 30, 2024

SELL
$193.0 - $282.1 $119,274 - $174,337
-618 Reduced 19.5%
2,552 $593,000
Q2 2024

Jul 25, 2024

SELL
$256.41 - $288.82 $64,102 - $72,205
-250 Reduced 7.31%
3,170 $885,000
Q1 2024

Apr 24, 2024

BUY
$230.75 - $273.77 $95,761 - $113,614
415 Added 13.81%
3,420 $903,000
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $630,719 - $720,508
3,005 New
3,005 $683,000
Q1 2023

May 12, 2023

SELL
$192.0 - $255.57 $1.98 Million - $2.63 Million
-10,300 Reduced 46.29%
11,950 $2.42 Million
Q4 2022

Feb 07, 2023

SELL
$206.94 - $269.62 $155,205 - $202,215
-750 Reduced 3.26%
22,250 $4.81 Million
Q3 2022

Nov 08, 2022

SELL
$172.53 - $233.2 $94,891 - $128,260
-550 Reduced 2.34%
23,000 $5.03 Million
Q2 2022

Aug 09, 2022

SELL
$167.48 - $218.52 $259,593 - $338,706
-1,550 Reduced 6.18%
23,550 $4.35 Million
Q1 2022

May 10, 2022

SELL
$143.67 - $190.77 $265,789 - $352,924
-1,850 Reduced 6.86%
25,100 $4.59 Million
Q4 2021

Feb 10, 2022

SELL
$152.65 - $175.02 $236,607 - $271,281
-1,550 Reduced 5.44%
26,950 $4.31 Million
Q3 2021

Nov 09, 2021

SELL
$127.58 - $161.13 $191,370 - $241,695
-1,500 Reduced 5.0%
28,500 $4.47 Million
Q1 2021

May 10, 2021

BUY
$103.11 - $146.29 $3.09 Million - $4.39 Million
30,000 New
30,000 $4.27 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 $26.3B
  • 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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