A detailed history of Crawford Investment Counsel Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Crawford Investment Counsel Inc holds 4,488 shares of LPLA stock, worth $1.65 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,488
Previous 4,140 8.41%
Holding current value
$1.65 Million
Previous $1.16 Million 9.69%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$193.0 - $282.1 $67,164 - $98,170
348 Added 8.41%
4,488 $1.04 Million
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $76,923 - $86,646
300 Added 7.81%
4,140 $1.16 Million
Q1 2024

May 15, 2024

SELL
$230.75 - $273.77 $32,305 - $38,327
-140 Reduced 3.52%
3,840 $1.01 Million
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $220,384 - $251,758
1,050 Added 35.84%
3,980 $905,000
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $640,175 - $725,233
2,930 New
2,930 $696,000

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 $29.3B
  • 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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