A detailed history of Crestline Management, LP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Crestline Management, LP holds 16,666 shares of LPLA stock, worth $5.42 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
16,666
Holding current value
$5.42 Million
% of portfolio
0.21%

Shares

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

Nov 13, 2024

BUY
$193.0 - $282.1 $3.22 Million - $4.7 Million
16,666 New
16,666 $3.88 Million
Q4 2023

Feb 12, 2024

SELL
$209.89 - $239.77 $4.95 Million - $5.65 Million
-23,577 Reduced 66.2%
12,037 $2.74 Million
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $1.23 Million - $1.39 Million
5,614 Added 18.71%
35,614 $8.46 Million
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $5.43 Million - $6.54 Million
30,000 New
30,000 $6.52 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $1.73 Million - $2.33 Million
10,000 New
10,000 $2.19 Million
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $769,966 - $882,800
-5,044 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$127.58 - $161.13 $643,513 - $812,739
5,044 New
5,044 $791,000
Q4 2019

Feb 12, 2020

SELL
$72.1 - $94.26 $4.96 Million - $6.49 Million
-68,850 Closed
0 $0
Q3 2019

Nov 13, 2019

SELL
$70.66 - $87.4 $3 Million - $3.71 Million
-42,437 Reduced 38.13%
68,850 $5.64 Million
Q2 2019

Aug 13, 2019

BUY
$70.51 - $84.91 $7.85 Million - $9.45 Million
111,287 New
111,287 $9.08 Million
Q2 2018

Aug 14, 2018

SELL
$56.49 - $72.22 $1.53 Million - $1.96 Million
-27,149 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$57.2 - $65.99 $1.55 Million - $1.79 Million
27,149 New
27,149 $1.66 Million
Q3 2017

Nov 14, 2017

SELL
$45.09 - $51.58 $1.14 Million - $1.31 Million
-25,319 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
25,319
25,319 $1.08 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 $25.9B
  • 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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