A detailed history of Concourse Financial Group Securities, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 2,563 shares of LPLA stock, worth $927,524. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,563
Previous 2,607 1.69%
Holding current value
$927,524
Previous $728,000 18.13%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 10, 2024

SELL
$193.0 - $282.1 $8,492 - $12,412
-44 Reduced 1.69%
2,563 $596,000
Q2 2024

Jul 23, 2024

SELL
$256.41 - $288.82 $6,666 - $7,509
-26 Reduced 0.99%
2,607 $728,000
Q1 2024

Apr 30, 2024

SELL
$230.75 - $273.77 $11,768 - $13,962
-51 Reduced 1.9%
2,633 $695,000
Q4 2023

Feb 07, 2024

SELL
$209.89 - $239.77 $323,230 - $369,245
-1,540 Reduced 36.46%
2,684 $610,000
Q3 2023

Oct 25, 2023

SELL
$218.49 - $247.52 $61,832 - $70,048
-283 Reduced 6.28%
4,224 $1 Million
Q2 2023

Aug 10, 2023

SELL
$180.95 - $217.9 $1,990 - $2,396
-11 Reduced 0.24%
4,507 $979,000
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $12,672 - $16,867
-66 Reduced 1.44%
4,518 $914,000
Q4 2022

Jan 30, 2023

SELL
$206.94 - $269.62 $62,082 - $80,886
-300 Reduced 6.14%
4,584 $0
Q3 2022

Nov 15, 2022

BUY
$172.53 - $233.2 $148,203 - $200,318
859 Added 21.34%
4,884 $1.07 Million
Q2 2022

Aug 09, 2022

BUY
$167.48 - $218.52 $480,835 - $627,370
2,871 Added 248.79%
4,025 $743,000
Q1 2022

May 09, 2022

SELL
$143.67 - $190.77 $24,567 - $32,621
-171 Reduced 12.91%
1,154 $211,000
Q4 2021

Feb 07, 2022

SELL
$152.65 - $175.02 $8,243 - $9,451
-54 Reduced 3.92%
1,325 $212,000
Q3 2021

Nov 09, 2021

BUY
$127.58 - $161.13 $32,532 - $41,088
255 Added 22.69%
1,379 $216,000
Q2 2021

Aug 13, 2021

SELL
$134.61 - $156.7 $6,595 - $7,678
-49 Reduced 4.18%
1,124 $151,000
Q1 2021

May 13, 2021

BUY
$103.11 - $146.29 $2,680 - $3,803
26 Added 2.27%
1,173 $167,000
Q4 2020

Feb 02, 2021

BUY
$76.15 - $104.25 $5,254 - $7,193
69 Added 6.4%
1,147 $120,000
Q3 2020

Nov 13, 2020

BUY
$74.14 - $85.09 $15,346 - $17,613
207 Added 23.77%
1,078 $83,000
Q2 2020

Aug 13, 2020

BUY
$48.65 - $85.54 $15,227 - $26,774
313 Added 56.09%
871 $68,000
Q1 2020

May 13, 2020

SELL
$39.02 - $98.86 $5,306 - $13,444
-136 Reduced 19.6%
558 $30,000
Q4 2019

Feb 14, 2020

BUY
$72.1 - $94.26 $18,313 - $23,942
254 Added 57.73%
694 $64,000
Q3 2019

Nov 13, 2019

BUY
$70.66 - $87.4 $494 - $611
7 Added 1.62%
440 $36,000
Q2 2019

Aug 13, 2019

SELL
$70.51 - $84.91 $4,230 - $5,094
-60 Reduced 12.17%
433 $35,000
Q1 2019

May 15, 2019

BUY
$59.74 - $77.93 $12,246 - $15,975
205 Added 71.18%
493 $34,000
Q4 2018

Feb 14, 2019

BUY
$53.2 - $65.69 $3,192 - $3,941
60 Added 26.32%
288 $17,000
Q3 2018

Nov 13, 2018

BUY
$63.88 - $69.99 $14,564 - $15,957
228 New
228 $15,000

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 $28.9B
  • 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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