Chase Investment Counsel Corp Lpl Financial Holdings Inc. Transaction History

Chase Investment Counsel Corp

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	SELL	$192.0 - $255.57 $2.08 Million - $2.76 Million	-10,818 Reduced 53.31%	9,475 $1.92 Million
Q4 2022 Jan 25, 2023	BUY	$206.94 - $269.62 $2,690 - $3,505	13 Added 0.06%	20,293 $4.39 Million
Q3 2022 Oct 31, 2022	SELL	$172.53 - $233.2 $32,608 - $44,074	-189 Reduced 0.92%	20,280 $4.43 Million
Q2 2022 Jul 26, 2022	BUY	$167.48 - $218.52 $3.43 Million - $4.47 Million	20,469 New	20,469 $3.78 Million
Q3 2019 Oct 29, 2019	SELL	$70.66 - $87.4 $2.18 Million - $2.7 Million	-30,871 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	$70.51 - $84.91 $157,660 - $189,858	2,236 Added 7.81%	30,871 $2.52 Million
Q1 2019 May 03, 2019	BUY	$59.74 - $77.93 $1.16 Million - $1.51 Million	19,380 Added 209.4%	28,635 $1.99 Million
Q4 2018 Feb 04, 2019	SELL	$53.2 - $65.69 $11,704 - $14,451	-220 Reduced 2.32%	9,255 $565,000
Q3 2018 Nov 01, 2018	SELL	$63.88 - $69.99 $4,471 - $4,899	-70 Reduced 0.73%	9,475 $611,000
Q2 2018 Aug 07, 2018	SELL	$56.49 - $72.22 $9,603 - $12,277	-170 Reduced 1.75%	9,545 $625,000
Q1 2018 May 07, 2018	BUY	$57.2 - $65.99 $555,698 - $641,092	9,715 New	9,715 $593,000

703

68.6M

647K

549K

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...

Get notified when there are updates to the investment portfolio of Chase Investment Counsel Corp, based on Form 13F filings with the SEC.

Stay updated on Chase Investment Counsel Corp with notifications on news.