A detailed history of Crossmark Global Holdings, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Crossmark Global Holdings, Inc. holds 8,203 shares of LPLA stock, worth $2.64 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,203
Previous 9,013 8.99%
Holding current value
$2.64 Million
Previous $2.52 Million 24.2%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Nov 04, 2024

SELL
$193.0 - $282.1 $156,330 - $228,501
-810 Reduced 8.99%
8,203 $1.91 Million
Q2 2024

Jul 29, 2024

BUY
$256.41 - $288.82 $1.24 Million - $1.4 Million
4,838 Added 115.88%
9,013 $2.52 Million
Q1 2024

May 13, 2024

SELL
$230.75 - $273.77 $97,376 - $115,530
-422 Reduced 9.18%
4,175 $1.1 Million
Q4 2023

Feb 13, 2024

BUY
$209.89 - $239.77 $144,614 - $165,201
689 Added 17.63%
4,597 $1.05 Million
Q3 2023

Nov 08, 2023

SELL
$218.49 - $247.52 $91,984 - $104,205
-421 Reduced 9.73%
3,908 $927,000
Q2 2023

Jul 31, 2023

SELL
$180.95 - $217.9 $494,536 - $595,520
-2,733 Reduced 38.7%
4,329 $982,000
Q1 2023

May 12, 2023

BUY
$192.0 - $255.57 $451,968 - $601,611
2,354 Added 50.0%
7,062 $1.43 Million
Q4 2022

Jan 19, 2023

BUY
$206.94 - $269.62 $974,273 - $1.27 Million
4,708 New
4,708 $1.02 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 $25.7B
  • 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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