Connor, Clark & Lunn Investment Management Ltd. Lpl Financial Holdings Inc. Transaction History

Connor, Clark & Lunn Investment Management Ltd.

$18.8 Billion
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	BUY	$206.94 - $269.62 $2.74 Million - $3.57 Million	13,257 Added 409.17%	16,497 $3.57 Million
Q3 2022 Nov 10, 2022	BUY	$172.53 - $233.2 $558,997 - $755,568	3,240 New	3,240 $708,000
Q2 2020 Aug 13, 2020	SELL	$48.65 - $85.54 $480,662 - $845,135	-9,880 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$39.02 - $98.86 $385,517 - $976,736	9,880 New	9,880 $537,000
Q1 2019 May 08, 2019	SELL	$59.74 - $77.93 $2.03 Million - $2.64 Million	-33,900 Closed	0 $0
Q4 2018 Feb 12, 2019	SELL	$53.2 - $65.69 $1.33 Million - $1.64 Million	-24,950 Reduced 42.4%	33,900 $2.07 Million
Q3 2018 Nov 13, 2018	BUY	$63.88 - $69.99 $1.03 Million - $1.13 Million	16,100 Added 37.66%	58,850 $3.8 Million
Q2 2018 Aug 02, 2018	BUY	$56.49 - $72.22 $2.41 Million - $3.09 Million	42,750 New	42,750 $2.8 Million

Others Institutions Holding LPLA

# of Institutions

702

Shares Held

68.6M

Call Options Held

647K

Put Options Held

549K

Vanguard Group Inc Valley Forge, PA

7.28M
Shares

$2.45 Billion
0.03% of portfolio
Black Rock Inc. New York, NY

5.3M
Shares

$1.78 Billion
0.03% of portfolio
Boston Partners Boston, MA

3.1M
Shares

$1.04 Billion
0.89% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

2.6M
Shares

$874 Million
1.39% of portfolio
Janus Henderson Group PLC London, X0

2.53M
Shares

$849 Million
0.31% of portfolio

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 $26.8B
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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