Coronation Fund Managers Ltd. Lpl Financial Holdings Inc. Transaction History

Coronation Fund Managers Ltd.

$1.72 Billion
Q2 2025

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 151,023 shares of LPLA stock, worth $51.1 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares

151,023

Previous 123,333 22.45%

Holding current value

$51.1 Million

Previous $40.3 Million 40.35%

% of portfolio

3.29%

Previous 2.39%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$283.31 - $388.96 $7.84 Million - $10.8 Million	27,690 Added 22.45%	151,023 $56.6 Million
Q1 2025 May 12, 2025	SELL	$308.87 - $383.33 $19.7 Million - $24.4 Million	-63,675 Reduced 34.05%	123,333 $40.3 Million
Q4 2024 Jan 28, 2025	SELL	$229.85 - $335.91 $7 Million - $10.2 Million	-30,443 Reduced 14.0%	187,008 $61.1 Million
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

# of Institutions

867

Shares Held

79.5M

Call Options Held

115K

Put Options Held

192K

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 $27B
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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Coronation Fund Managers Ltd. Lpl Financial Holdings Inc. Transaction History