A detailed history of Cx Institutional transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cx Institutional holds 1,643 shares of LPLA stock, worth $529,144. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,643
Holding current value
$529,144
% of portfolio
0.02%

Shares

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

Oct 11, 2024

BUY
$193.0 - $282.1 $317,099 - $463,490
1,643 New
1,643 $382,000
Q3 2021

Nov 10, 2021

SELL
$127.58 - $161.13 $1,530 - $1,933
-12 Closed
0 $0
Q2 2021

Aug 04, 2021

BUY
$134.61 - $156.7 $1,615 - $1,880
12 New
12 $2,000
Q4 2020

Jan 12, 2021

SELL
$76.15 - $104.25 $4,873 - $6,672
-64 Closed
0 $0
Q3 2020

Oct 13, 2020

SELL
$74.14 - $85.09 $2,817 - $3,233
-38 Reduced 37.25%
64 $5,000
Q2 2018

Jul 12, 2018

BUY
$56.49 - $72.22 $5,761 - $7,366
102 New
102 $7,000

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 $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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