A detailed history of Coronation Fund Managers Ltd. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Coronation Fund Managers Ltd. holds 217,451 shares of LPLA stock, worth $71.1 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
217,451
Previous 129,255 68.23%
Holding current value
$71.1 Million
Previous $36.1 Million 40.19%
% of portfolio
2.94%
Previous 2.28%

Shares

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

Oct 29, 2024

BUY
$193.0 - $282.1 $17 Million - $24.9 Million
88,196 Added 68.23%
217,451 $50.6 Million
Q2 2024

Sep 04, 2024

SELL
$256.41 - $288.82 $45.9 Million - $51.7 Million
-179,093 Reduced 58.08%
129,255 $36.1 Million
Q2 2024

Jul 18, 2024

BUY
$256.41 - $288.82 $2.61 Million - $2.94 Million
10,170 Added 3.41%
308,348 $86.1 Million
Q1 2024

May 03, 2024

BUY
$230.75 - $273.77 $42.3 Million - $50.2 Million
183,290 Added 159.54%
298,178 $78.8 Million
Q4 2023

Feb 09, 2024

BUY
$209.89 - $239.77 $8.1 Million - $9.26 Million
38,606 Added 50.61%
114,888 $26.2 Million
Q3 2023

Oct 18, 2023

SELL
$218.49 - $247.52 $2.32 Million - $2.63 Million
-10,641 Reduced 12.24%
76,282 $18.1 Million
Q2 2023

Jul 27, 2023

BUY
$180.95 - $217.9 $1.5 Million - $1.8 Million
8,279 Added 10.53%
86,923 $18.9 Million
Q1 2023

May 05, 2023

BUY
$192.0 - $255.57 $9.51 Million - $12.7 Million
49,532 Added 170.14%
78,644 $15.9 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $6.02 Million - $7.85 Million
29,112 New
29,112 $6.29 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 $26.1B
  • 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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