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%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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
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