A detailed history of Cornerstone Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 12,703 shares of LPLA stock, worth $4 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
12,703
Previous 13,544 6.21%
Holding current value
$4 Million
Previous $3.78 Million 21.84%
% of portfolio
0.21%
Previous 0.3%

Shares

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

Oct 16, 2024

SELL
$193.0 - $282.1 $162,313 - $237,246
-841 Reduced 6.21%
12,703 $2.96 Million
Q2 2024

Jul 16, 2024

SELL
$256.41 - $288.82 $550,512 - $620,096
-2,147 Reduced 13.68%
13,544 $3.78 Million
Q1 2024

Apr 19, 2024

BUY
$230.75 - $273.77 $6,691 - $7,939
29 Added 0.19%
15,691 $4.15 Million
Q4 2023

Jan 10, 2024

SELL
$209.89 - $239.77 $213,038 - $243,366
-1,015 Reduced 6.09%
15,662 $3.56 Million
Q3 2023

Nov 06, 2023

BUY
$218.49 - $247.52 $17,697 - $20,049
81 Added 0.49%
16,677 $3.96 Million
Q2 2023

Jul 14, 2023

SELL
$180.95 - $217.9 $13,390 - $16,124
-74 Reduced 0.44%
16,596 $3.61 Million
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $72,384 - $96,349
-377 Reduced 2.21%
16,670 $3.37 Million
Q3 2022

Oct 14, 2022

BUY
$172.53 - $233.2 $54,001 - $72,991
313 Added 1.87%
17,047 $3.73 Million
Q2 2022

Aug 04, 2022

BUY
$167.48 - $218.52 $7,704 - $10,051
46 Added 0.28%
16,734 $3.09 Million
Q1 2022

Apr 21, 2022

BUY
$143.67 - $190.77 $26,578 - $35,292
185 Added 1.12%
16,688 $3.05 Million
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $20,149 - $23,102
132 Added 0.81%
16,503 $2.64 Million
Q3 2021

Nov 12, 2021

SELL
$127.58 - $161.13 $255 - $322
-2 Reduced 0.01%
16,371 $2.57 Million
Q2 2021

Aug 09, 2021

BUY
$134.61 - $156.7 $5,115 - $5,954
38 Added 0.23%
16,373 $2.21 Million
Q1 2021

Apr 30, 2021

SELL
$103.11 - $146.29 $65,681 - $93,186
-637 Reduced 3.75%
16,335 $2.32 Million
Q4 2020

Jan 29, 2021

SELL
$76.15 - $104.25 $5,711 - $7,818
-75 Reduced 0.44%
16,972 $1.77 Million
Q3 2020

Oct 13, 2020

SELL
$74.14 - $85.09 $122,479 - $140,568
-1,652 Reduced 8.83%
17,047 $1.31 Million
Q2 2020

Jul 16, 2020

BUY
$48.65 - $85.54 $20,870 - $36,696
429 Added 2.35%
18,699 $1.47 Million
Q1 2020

May 13, 2020

BUY
$39.02 - $98.86 $89,667 - $227,180
2,298 Added 14.39%
18,270 $994,000
Q4 2019

Feb 20, 2020

BUY
$72.1 - $94.26 $32,805 - $42,888
455 Added 2.93%
15,972 $1.47 Million
Q3 2019

Oct 29, 2019

SELL
$70.66 - $87.4 $70 - $87
-1 Reduced 0.01%
15,517 $1.27 Million
Q2 2019

Aug 02, 2019

BUY
$70.51 - $84.91 $313,769 - $377,849
4,450 Added 40.21%
15,518 $1.27 Million
Q1 2019

May 13, 2019

BUY
$59.74 - $77.93 $125,513 - $163,730
2,101 Added 23.43%
11,068 $377,000
Q4 2018

Feb 13, 2019

SELL
$53.2 - $65.69 $23.5 Million - $29 Million
-441,074 Reduced 98.01%
8,967 $548,000
Q3 2018

Oct 19, 2018

SELL
$63.88 - $69.99 $6.62 Million - $7.26 Million
-103,663 Reduced 18.72%
450,041 $8.47 Million
Q2 2018

Jul 20, 2018

BUY
$56.49 - $72.22 $30.8 Million - $39.4 Million
545,530 Added 6673.97%
553,704 $8.39 Million
Q4 2017

Feb 09, 2018

SELL
$48.68 - $57.7 $14,360 - $17,021
-295 Reduced 3.48%
8,174 $493,000
Q3 2017

Nov 14, 2017

BUY
$45.09 - $51.58 $66,733 - $76,338
1,480 Added 21.18%
8,469 $451,000
Q2 2017

Aug 11, 2017

BUY
N/A
6,989
6,989 $298,000

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 $25.1B
  • 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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