A detailed history of Cibc Private Wealth Group, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 13,002 shares of LPLA stock, worth $4.08 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,002
Previous 7,698 68.9%
Holding current value
$4.08 Million
Previous $2.15 Million 40.7%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$193.0 - $282.1 $1.02 Million - $1.5 Million
5,304 Added 68.9%
13,002 $3.03 Million
Q2 2024

Aug 09, 2024

SELL
$256.41 - $288.82 $477,435 - $537,782
-1,862 Reduced 19.48%
7,698 $2.15 Million
Q1 2024

May 10, 2024

SELL
$230.75 - $273.77 $37,843 - $44,898
-164 Reduced 1.69%
9,560 $2.53 Million
Q4 2023

Feb 13, 2024

BUY
$209.89 - $239.77 $2.04 Million - $2.33 Million
9,724 New
9,724 $2.21 Million
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $1.46 Million - $1.65 Million
6,678 New
6,678 $1.59 Million
Q2 2023

Nov 21, 2023

BUY
$180.95 - $217.9 $214,063 - $257,775
1,183 New
1,183 $257,000
Q2 2023

Aug 10, 2023

BUY
$180.95 - $217.9 $214,063 - $257,775
1,183 New
1,183 $257,000
Q1 2023

Nov 21, 2023

SELL
$192.0 - $255.57 $1 Million - $1.34 Million
-5,225 Reduced 78.24%
1,453 $294,000
Q1 2023

May 11, 2023

SELL
$192.0 - $255.57 $14.2 Million - $18.9 Million
-73,892 Reduced 98.07%
1,453 $294,000
Q4 2022

Jun 01, 2023

BUY
$206.94 - $269.62 $15.3 Million - $19.9 Million
73,892 Added 5085.48%
75,345 $16.3 Million
Q4 2022

Feb 13, 2023

BUY
$206.94 - $269.62 $15.6 Million - $20.3 Million
75,345 New
75,345 $16.3 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $3,968 - $5,363
-23 Reduced 1.78%
1,270 $277,000
Q2 2022

Aug 03, 2022

SELL
$167.48 - $218.52 $79,218 - $103,359
-473 Reduced 26.78%
1,293 $239,000
Q1 2022

May 16, 2022

SELL
$143.67 - $190.77 $951,239 - $1.26 Million
-6,621 Reduced 78.94%
1,766 $322,000
Q4 2021

Feb 08, 2022

SELL
$152.65 - $175.02 $30,987 - $35,529
-203 Reduced 2.36%
8,387 $1.34 Million
Q3 2021

Nov 12, 2021

SELL
$127.58 - $161.13 $27.6 Million - $34.9 Million
-216,538 Reduced 96.18%
8,590 $1.35 Million
Q2 2021

Aug 16, 2021

SELL
$134.61 - $156.7 $14.1 Million - $16.4 Million
-104,708 Reduced 31.75%
225,128 $30.4 Million
Q1 2021

May 12, 2021

BUY
$103.11 - $146.29 $34 Million - $48.3 Million
329,836 New
329,836 $46.9 Million
Q3 2019

Oct 16, 2019

SELL
$70.66 - $87.4 $294,228 - $363,933
-4,164 Closed
0 $0
Q2 2019

Jul 31, 2019

BUY
$70.51 - $84.91 $293,603 - $353,565
4,164 New
4,164 $340,000
Q3 2018

Nov 14, 2018

SELL
$63.88 - $69.99 $3,513 - $3,849
-55 Closed
0 $0
Q2 2018

Aug 02, 2018

SELL
$56.49 - $72.22 $3,728 - $4,766
-66 Reduced 54.55%
55 $4,000
Q1 2018

May 17, 2018

SELL
$57.2 - $65.99 $1,487 - $1,715
-26 Reduced 17.69%
121 $7,000
Q4 2017

Feb 12, 2018

SELL
$48.68 - $57.7 $1.04 Million - $1.23 Million
-21,360 Reduced 99.32%
147 $8,000
Q3 2017

Nov 14, 2017

BUY
$45.09 - $51.58 $969,750 - $1.11 Million
21,507
21,507 $1.11 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 $25B
  • 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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