Commonwealth Equity Services, LLC Lpl Financial Holdings Inc. Transaction History

Commonwealth Equity Services, LLC

$66 Billion
Q3 2024

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 $1.87 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,958

Previous 5,670 5.08%

Holding current value

$1.87 Million

Previous $1.58 Million 12.5%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

690

Shares Held

67.1M

Call Options Held

110K

Put Options Held

133K

View Full List

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...

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Commonwealth Equity Services, LLC Lpl Financial Holdings Inc. Transaction History