Cwm, LLC Lpl Financial Holdings Inc. Transaction History

Cwm, LLC

$33.3 Billion
Q3 2025

A detailed history of Cwm, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cwm, LLC holds 1,569 shares of LPLA stock, worth $538,841. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,569

Previous 1,846 15.01%

Holding current value

$538,841

Previous $692,000 24.57%

% of portfolio

0.0%

Previous 0.0%

38 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$332.69 - $399.0 $92,155 - $110,523	-277 Reduced 15.01%	1,569 $522,000
Q2 2025 Jul 25, 2025	SELL	$283.31 - $388.96 $264,044 - $362,510	-932 Reduced 33.55%	1,846 $692,000
Q1 2025 May 01, 2025	BUY	$308.87 - $383.33 $278,600 - $345,763	902 Added 48.08%	2,778 $909,000
Q4 2024 Feb 04, 2025	BUY	$229.85 - $335.91 $188,017 - $274,774	818 Added 77.32%	1,876 $612,000
Q3 2024 Oct 08, 2024	SELL	$193.0 - $282.1 $28,371 - $41,468	-147 Reduced 12.2%	1,058 $246,000
Q2 2024 Jul 09, 2024	BUY	$256.41 - $288.82 $27,692 - $31,192	108 Added 9.85%	1,205 $337,000
Q1 2024 Apr 05, 2024	BUY	$230.75 - $273.77 $25,844 - $30,662	112 Added 11.37%	1,097 $290,000
Q4 2023 Feb 01, 2024	BUY	$209.89 - $239.77 $11,753 - $13,427	56 Added 6.03%	985 $224,000
Q3 2023 Oct 11, 2023	BUY	$218.49 - $247.52 $7,865 - $8,910	36 Added 4.03%	929 $221,000
Q2 2023 Aug 03, 2023	SELL	$180.95 - $217.9 $20,990 - $25,276	-116 Reduced 11.5%	893 $194,000
Q1 2023 Apr 28, 2023	SELL	$192.0 - $255.57 $21,504 - $28,623	-112 Reduced 9.99%	1,009 $204,000
Q4 2022 Feb 01, 2023	BUY	$206.94 - $269.62 $21,314 - $27,770	103 Added 10.12%	1,121 $242,000
Q3 2022 Oct 27, 2022	BUY	$172.53 - $233.2 $13,802 - $18,656	80 Added 8.53%	1,018 $222,000
Q2 2022 Jul 28, 2022	BUY	$167.48 - $218.52 $56,273 - $73,422	336 Added 55.81%	938 $173,000
Q1 2022 Apr 21, 2022	BUY	$143.67 - $190.77 $32,325 - $42,923	225 Added 59.68%	602 $110,000
Q4 2021 Jan 31, 2022	SELL	$152.65 - $175.02 $16,638 - $19,077	-109 Reduced 22.43%	377 $60,000
Q1 2021 Sep 15, 2021	SELL	$103.11 - $146.29 $11,445 - $16,238	-111 Reduced 18.59%	486 $66,000
Q1 2021 Apr 27, 2021	BUY	$103.11 - $146.29 $11,445 - $16,238	111 Added 22.84%	597 $85,000
Q4 2020 Sep 15, 2021	BUY	$76.15 - $104.25 $7,691 - $10,529	101 Added 26.23%	486 $66,000
Q4 2020 Jan 27, 2021	SELL	$76.15 - $104.25 $7,691 - $10,529	-101 Reduced 20.78%	385 $40,000
Q3 2020 Sep 15, 2021	BUY	$74.14 - $85.09 $4,448 - $5,105	60 Added 14.08%	486 $66,000
Q3 2020 Oct 19, 2020	SELL	$74.14 - $85.09 $4,448 - $5,105	-60 Reduced 12.35%	426 $33,000
Q2 2020 Sep 15, 2021	SELL	$48.65 - $85.54 $9,486 - $16,680	-195 Reduced 28.63%	486 $66,000
Q2 2020 Jul 22, 2020	BUY	$48.65 - $85.54 $9,486 - $16,680	195 Added 40.12%	681 $53,000
Q1 2020 Sep 15, 2021	BUY	$39.02 - $98.86 $10,457 - $26,494	268 Added 122.94%	486 $66,000
Q1 2020 Apr 28, 2020	SELL	$39.02 - $98.86 $10,457 - $26,494	-268 Reduced 55.14%	218 $12,000
Q4 2019 Sep 14, 2021	BUY	$72.1 - $94.26 $27,974 - $36,572	388 Added 395.92%	486 $66,000
Q4 2019 Jan 27, 2020	SELL	$72.1 - $94.26 $27,974 - $36,572	-388 Reduced 79.84%	98 $9,000
Q3 2019 Sep 14, 2021	BUY	$70.66 - $87.4 $26,214 - $32,425	371 Added 322.61%	486 $66,000
Q3 2019 Oct 22, 2019	SELL	$70.66 - $87.4 $26,214 - $32,425	-371 Reduced 76.34%	115 $9,000
Q2 2019 Sep 14, 2021	BUY	$70.51 - $84.91 $26,088 - $31,416	370 Added 318.97%	486 $66,000
Q2 2019 Jul 31, 2019	SELL	$70.51 - $84.91 $26,088 - $31,416	-370 Reduced 76.13%	116 $9,000
Q1 2019 Sep 02, 2021	BUY	$59.74 - $77.93 $21,147 - $27,587	354 Added 268.18%	486 $0
Q1 2019 Apr 22, 2019	SELL	$59.74 - $77.93 $18,698 - $24,392	-313 Reduced 70.34%	132 $9,000
Q4 2018 Jan 25, 2019	BUY	$53.2 - $65.69 $9,469 - $11,692	178 Added 66.67%	445 $27,000
Q3 2018 Oct 29, 2018	BUY	$63.88 - $69.99 $10,731 - $11,758	168 Added 169.7%	267 $17,000
Q1 2018 Apr 26, 2018	BUY	$57.2 - $65.99 $2,459 - $2,837	43 Added 76.79%	99 $6,000
Q4 2017 Jan 16, 2018	BUY	$48.68 - $57.7 $2,726 - $3,231	56	56 $3,000

Others Institutions Holding LPLA

# of Institutions

871

Shares Held

80.3M

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 $27.4B
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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