A detailed history of Covestor LTD transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Covestor LTD holds 149 shares of LPLA stock, worth $45,915. This represents 0.02% of its overall portfolio holdings.

Number of Shares
149
Previous 181 17.68%
Holding current value
$45,915
Previous $51,000 31.37%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 01, 2024

SELL
$193.0 - $282.1 $6,176 - $9,027
-32 Reduced 17.68%
149 $35,000
Q2 2024

Aug 09, 2024

SELL
$256.41 - $288.82 $12,564 - $14,152
-49 Reduced 21.3%
181 $51,000
Q1 2024

May 10, 2024

SELL
$230.75 - $273.77 $35,766 - $42,434
-155 Reduced 40.26%
230 $61,000
Q4 2023

Feb 09, 2024

SELL
$209.89 - $239.77 $6,716 - $7,672
-32 Reduced 7.67%
385 $88,000
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $10,924 - $12,376
50 Added 13.62%
417 $99,000
Q2 2023

Aug 11, 2023

SELL
$180.95 - $217.9 $1,085 - $1,307
-6 Reduced 1.61%
367 $80,000
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $16,320 - $21,723
85 Added 29.51%
373 $76,000
Q4 2022

Feb 13, 2023

SELL
$206.94 - $269.62 $7,863 - $10,245
-38 Reduced 11.66%
288 $62,000
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $7,936 - $10,727
-46 Reduced 12.37%
326 $71,000
Q2 2022

Aug 10, 2022

SELL
$167.48 - $218.52 $21,772 - $28,407
-130 Reduced 25.9%
372 $69,000
Q1 2022

May 13, 2022

BUY
$143.67 - $190.77 $29,596 - $39,298
206 Added 69.59%
502 $92,000
Q4 2021

Feb 10, 2022

BUY
$152.65 - $175.02 $45,184 - $51,805
296 New
296 $47,000

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 $24.6B
  • 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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