Dana Investment Advisors, Inc. Lpl Financial Holdings Inc. Transaction History

Dana Investment Advisors, Inc.

$2.99 Billion
Q3 2024

A detailed history of Dana Investment Advisors, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Dana Investment Advisors, Inc. holds 5,524 shares of LPLA stock, worth $1.74 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,524

Previous 5,159 7.08%

Holding current value

$1.74 Million

Previous $1.44 Million 10.76%

% of portfolio

0.04%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$193.0 - $282.1 $70,445 - $102,966	365 Added 7.08%	5,524 $1.29 Million
Q2 2024 Aug 27, 2024	SELL	$256.41 - $288.82 $6,410 - $7,220	-25 Reduced 0.48%	5,159 $1.44 Million
Q2 2024 Aug 13, 2024	BUY	$256.41 - $288.82 $769 - $866	3 Added 0.06%	5,184 $1.45 Million
Q1 2024 May 15, 2024	SELL	$230.75 - $273.77 $739,784 - $877,706	-3,206 Reduced 38.23%	5,181 $1.37 Million
Q4 2023 Feb 07, 2024	SELL	$209.89 - $239.77 $50,583 - $57,784	-241 Reduced 2.79%	8,387 $1.91 Million
Q3 2023 Nov 15, 2023	BUY	$218.49 - $247.52 $391,097 - $443,060	1,790 Added 26.18%	8,628 $2.05 Million
Q2 2023 Aug 15, 2023	SELL	$180.95 - $217.9 $236,501 - $284,795	-1,307 Reduced 16.05%	6,838 $1.49 Million
Q1 2023 May 15, 2023	BUY	$192.0 - $255.57 $280,128 - $372,876	1,459 Added 21.82%	8,145 $1.65 Million
Q4 2022 Feb 13, 2023	SELL	$206.94 - $269.62 $1.17 Million - $1.53 Million	-5,664 Reduced 45.86%	6,686 $1.45 Million
Q3 2022 Nov 15, 2022	SELL	$172.53 - $233.2 $265,868 - $359,361	-1,541 Reduced 11.09%	12,350 $2.7 Million
Q2 2022 Aug 15, 2022	SELL	$167.48 - $218.52 $133,984 - $174,816	-800 Reduced 5.45%	13,891 $2.56 Million
Q1 2022 May 12, 2022	SELL	$143.67 - $190.77 $108,758 - $144,412	-757 Reduced 4.9%	14,691 $2.68 Million
Q4 2021 Feb 09, 2022	SELL	$152.65 - $175.02 $39,841 - $45,680	-261 Reduced 1.66%	15,448 $2.47 Million
Q3 2021 Nov 12, 2021	SELL	$127.58 - $161.13 $18,371 - $23,202	-144 Reduced 0.91%	15,709 $2.46 Million
Q2 2021 Aug 10, 2021	SELL	$134.61 - $156.7 $11,845 - $13,789	-88 Reduced 0.55%	15,853 $2.14 Million
Q1 2021 May 13, 2021	SELL	$103.11 - $146.29 $932,320 - $1.32 Million	-9,042 Reduced 36.19%	15,941 $2.27 Million
Q4 2020 Feb 11, 2021	SELL	$76.15 - $104.25 $250,838 - $343,399	-3,294 Reduced 11.65%	24,983 $2.6 Million
Q3 2020 Nov 10, 2020	SELL	$74.14 - $85.09 $67,763 - $77,772	-914 Reduced 3.13%	28,277 $2.17 Million
Q2 2020 Aug 11, 2020	BUY	$48.65 - $85.54 $1.42 Million - $2.5 Million	29,191 New	29,191 $2.29 Million

Others Institutions Holding LPLA

# of Institutions

702

Shares Held

68.6M

Call Options Held

647K

Put Options Held

549K

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 $25.1B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dana Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Dana Investment Advisors, Inc. with notifications on news.

Account

Dana Investment Advisors, Inc. Lpl Financial Holdings Inc. Transaction History