Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$230.75 - $273.77 $193,368 - $229,419
838 Added 11.18%
8,335 $2.2 Million
Q4 2023

Feb 13, 2024

SELL
$209.89 - $239.77 $55,410 - $63,299
-264 Reduced 3.4%
7,497 $1.71 Million
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $148,573 - $168,313
680 Added 9.6%
7,761 $1.84 Million
Q2 2023

Aug 09, 2023

BUY
$180.95 - $217.9 $89,932 - $108,296
497 Added 7.55%
7,081 $1.54 Million
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $115,392 - $153,597
-601 Reduced 8.36%
6,584 $1.33 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $644,204 - $839,327
3,113 Added 76.45%
7,185 $1.55 Million
Q3 2022

Nov 10, 2022

SELL
$172.53 - $233.2 $517 - $699
-3 Reduced 0.07%
4,072 $890,000
Q2 2022

Aug 11, 2022

SELL
$167.48 - $218.52 $14,905 - $19,448
-89 Reduced 2.14%
4,075 $752,000
Q1 2022

May 12, 2022

BUY
$143.67 - $190.77 $31,894 - $42,350
222 Added 5.63%
4,164 $761,000
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $236,912 - $271,631
1,552 Added 64.94%
3,942 $631,000
Q3 2021

Nov 16, 2021

BUY
$127.58 - $161.13 $27,557 - $34,804
216 Added 9.94%
2,390 $375,000
Q2 2021

Aug 13, 2021

BUY
$134.61 - $156.7 $292,642 - $340,665
2,174 New
2,174 $293,000
Q3 2020

Nov 13, 2020

SELL
$74.14 - $85.09 $6,301 - $7,232
-85 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$48.65 - $85.54 $4,135 - $7,270
85 New
85 $7,000

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 $26.3B
  • 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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