A detailed history of Colony Group LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Colony Group LLC holds 3,403 shares of LPLA stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,403
Previous 3,410 0.21%
Holding current value
$1.1 Million
Previous $741,000 9.18%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$218.49 - $247.52 $1,529 - $1,732
-7 Reduced 0.21%
3,403 $809,000
Q2 2023

Aug 15, 2023

BUY
$180.95 - $217.9 $1,266 - $1,525
7 Added 0.21%
3,410 $741,000
Q1 2023

May 16, 2023

SELL
$192.0 - $255.57 $1,152 - $1,533
-6 Reduced 0.18%
3,403 $689,000
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $1,862 - $2,426
9 Added 0.26%
3,409 $737,000
Q3 2022

Nov 15, 2022

SELL
$172.53 - $233.2 $1,380 - $1,865
-8 Reduced 0.23%
3,400 $743,000
Q2 2022

Aug 16, 2022

BUY
$167.48 - $218.52 $167 - $218
1 Added 0.03%
3,408 $629,000
Q1 2022

May 16, 2022

BUY
$143.67 - $190.77 $489,483 - $649,953
3,407 New
3,407 $622,000

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 $25.7B
  • 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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