A detailed history of Commonwealth Equity Services, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 5,958 shares of LPLA stock, worth $1.88 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,958
Previous 5,670 5.08%
Holding current value
$1.88 Million
Previous $1.58 Million 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024

BUY
$193.0 - $282.1 $55,584 - $81,244
288 Added 5.08%
5,958 $1.39 Million
Q2 2024

Jul 31, 2024

BUY
$256.41 - $288.82 $50,512 - $56,897
197 Added 3.6%
5,670 $1.58 Million
Q1 2024

Apr 29, 2024

BUY
$230.75 - $273.77 $318,435 - $377,802
1,380 Added 33.72%
5,473 $1.45 Million
Q4 2023

Feb 06, 2024

BUY
$209.89 - $239.77 $213,248 - $243,606
1,016 Added 33.02%
4,093 $932,000
Q3 2023

Oct 23, 2023

BUY
$218.49 - $247.52 $106,841 - $121,037
489 Added 18.89%
3,077 $731,000
Q2 2023

Aug 10, 2023

BUY
$180.95 - $217.9 $10,857 - $13,074
60 Added 2.37%
2,588 $563,000
Q1 2023

May 11, 2023

SELL
$192.0 - $255.57 $1.56 Million - $2.08 Million
-8,130 Reduced 76.28%
2,528 $511,000
Q4 2022

Feb 07, 2023

SELL
$206.94 - $269.62 $2.31 Million - $3.01 Million
-11,168 Reduced 51.17%
10,658 $2.3 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $52,104 - $70,426
-302 Reduced 1.36%
21,826 $4.77 Million
Q2 2022

Jul 19, 2022

BUY
$167.48 - $218.52 $131,974 - $172,193
788 Added 3.69%
22,128 $4.08 Million
Q1 2022

May 04, 2022

BUY
$143.67 - $190.77 $31,320 - $41,587
218 Added 1.03%
21,340 $3.9 Million
Q4 2021

Jan 31, 2022

BUY
$152.65 - $175.02 $4,884 - $5,600
32 Added 0.15%
21,122 $3.38 Million
Q3 2021

Oct 29, 2021

BUY
$127.58 - $161.13 $20,540 - $25,941
161 Added 0.77%
21,090 $3.31 Million
Q2 2021

Aug 11, 2021

BUY
$134.61 - $156.7 $1.06 Million - $1.24 Million
7,891 Added 60.52%
20,929 $2.83 Million
Q1 2021

May 04, 2021

BUY
$103.11 - $146.29 $35,779 - $50,762
347 Added 2.73%
13,038 $1.85 Million
Q4 2020

Feb 11, 2021

BUY
$76.15 - $104.25 $8,148 - $11,154
107 Added 0.85%
12,691 $1.32 Million
Q3 2020

Nov 05, 2020

BUY
$74.14 - $85.09 $10,527 - $12,082
142 Added 1.14%
12,584 $964,000
Q2 2020

Aug 12, 2020

SELL
$48.65 - $85.54 $632 - $1,112
-13 Reduced 0.1%
12,442 $975,000
Q1 2020

May 11, 2020

BUY
$39.02 - $98.86 $1,482 - $3,756
38 Added 0.31%
12,455 $677,000
Q4 2019

Feb 05, 2020

BUY
$72.1 - $94.26 $895,265 - $1.17 Million
12,417 New
12,417 $1.15 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 $25.1B
  • 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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