A detailed history of Cerity Partners LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cerity Partners LLC holds 4,181 shares of LPLA stock, worth $973,044. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,181
Previous 13,309 68.59%
Holding current value
$973,044
Previous $3.52 Million 66.81%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 13, 2024

SELL
$256.41 - $288.82 $2.34 Million - $2.64 Million
-9,128 Reduced 68.59%
4,181 $1.17 Million
Q1 2024

May 14, 2024

BUY
$230.75 - $273.77 $1.93 Million - $2.29 Million
8,357 Added 168.76%
13,309 $3.52 Million
Q4 2023

Jan 26, 2024

BUY
$209.89 - $239.77 $1.04 Million - $1.19 Million
4,952 New
4,952 $1.13 Million
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $241,749 - $291,114
1,336 Added 34.97%
5,156 $1.12 Million
Q1 2023

May 11, 2023

BUY
$192.0 - $255.57 $177,600 - $236,402
925 Added 31.95%
3,820 $773,000
Q4 2022

Feb 15, 2023

SELL
$206.94 - $269.62 $420,709 - $548,137
-2,033 Reduced 41.25%
2,895 $625,000
Q3 2022

Nov 10, 2022

SELL
$172.53 - $233.2 $97,651 - $131,991
-566 Reduced 10.3%
4,928 $1.08 Million
Q2 2022

Aug 10, 2022

BUY
$167.48 - $218.52 $44,549 - $58,126
266 Added 5.09%
5,494 $1.01 Million
Q1 2022

Apr 25, 2022

BUY
$143.67 - $190.77 $751,106 - $997,345
5,228 New
5,228 $955,000
Q1 2021

May 12, 2021

SELL
$103.11 - $146.29 $268,292 - $380,646
-2,602 Closed
0 $0
Q4 2020

Feb 11, 2021

BUY
$76.15 - $104.25 $198,142 - $271,258
2,602 New
2,602 $270,000

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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