Ci Investments Inc. Lpl Financial Holdings Inc. Transaction History

Ci Investments Inc.

  • $25.4 Billion
  • Q2 2024

A detailed history of Ci Investments Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ci Investments Inc. holds 641 shares of LPLA stock, worth $149,179. This represents 0.0% of its overall portfolio holdings.

Number of Shares
641
Previous 582 10.14%
Holding current value
$149,179
Previous $154,000 16.23%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2024
BUY
$256.41 - $288.82 $15,128 - $17,040
59 Added 10.14%
641 $179,000
Q1 2024

May 13, 2024
BUY
$230.75 - $273.77 $19,152 - $22,722
83 Added 16.63%
582 $154,000
Q4 2023

Feb 12, 2024
SELL
$209.89 - $239.77 $2,518 - $2,877
-12 Reduced 2.35%
499 $114,000
Q3 2023

Nov 13, 2023
BUY
$218.49 - $247.52 $3,058 - $3,465
14 Added 2.82%
511 $121,000
Q2 2023

Aug 11, 2023
SELL
$180.95 - $217.9 $6.84 Million - $8.23 Million
-37,787 Reduced 98.7%
497 $108,000
Q1 2023

May 12, 2023
BUY
$192.0 - $255.57 $6.92 Million - $9.21 Million
36,020 Added 1590.99%
38,284 $7.75 Million
Q4 2022

Feb 10, 2023
SELL
$206.94 - $269.62 $7,035 - $9,167
-34 Reduced 1.48%
2,264 $489,000
Q3 2022

Nov 14, 2022
SELL
$172.53 - $233.2 $285,709 - $386,179
-1,656 Reduced 41.88%
2,298 $502,000
Q2 2022

Aug 12, 2022
SELL
$167.48 - $218.52 $102,162 - $133,297
-610 Reduced 13.37%
3,954 $729,000
Q1 2022

May 12, 2022
SELL
$143.67 - $190.77 $272,685 - $362,081
-1,898 Reduced 29.37%
4,564 $834,000
Q4 2021

Feb 11, 2022
SELL
$152.65 - $175.02 $46,100 - $52,856
-302 Reduced 4.46%
6,462 $1.04 Million
Q3 2021

Nov 12, 2021
BUY
$127.58 - $161.13 $89,816 - $113,435
704 Added 11.62%
6,764 $1.06 Million
Q2 2021

Aug 13, 2021
BUY
$134.61 - $156.7 $47,786 - $55,628
355 Added 6.22%
6,060 $818,000
Q1 2021

May 13, 2021
SELL
$103.11 - $146.29 $84,550 - $119,957
-820 Reduced 12.57%
5,705 $811,000
Q4 2020

Feb 09, 2021
BUY
$76.15 - $104.25 $41,044 - $56,190
539 Added 9.0%
6,525 $680,000
Q3 2020

Nov 09, 2020
SELL
$74.14 - $85.09 $26,245 - $30,121
-354 Reduced 5.58%
5,986 $459,000
Q2 2020

Aug 07, 2020
BUY
$48.65 - $85.54 $33,957 - $59,706
698 Added 12.37%
6,340 $497,000
Q1 2020

Aug 07, 2020
SELL
$39.02 - $98.86 $4,760 - $12,060
-122 Reduced 2.12%
5,642 $307,000
Q4 2019

Feb 11, 2020
SELL
$72.1 - $94.26 $147,805 - $193,233
-2,050 Reduced 26.23%
5,764 $532,000
Q3 2019

Nov 08, 2019
BUY
$70.66 - $87.4 $552,137 - $682,943
7,814 New
7,814 $640,000

Others Institutions Holding LPLA

# of Institutions
723
Shares Held
69.3M
Call Options Held
110K
Put Options Held
134K
View Full List

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • 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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