A detailed history of Dgs Capital Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Dgs Capital Management, LLC holds 1,290 shares of LPLA stock, worth $433,323. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,290
Previous 1,508 14.46%
Holding current value
$433,323
Previous $421,000 28.74%
% of portfolio
0.08%
Previous 0.12%

Shares

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

Dec 10, 2024

SELL
$193.0 - $282.1 $42,074 - $61,497
-218 Reduced 14.46%
1,290 $300,000
Q2 2024

Dec 10, 2024

SELL
$256.41 - $288.82 $29,999 - $33,791
-117 Reduced 7.2%
1,508 $421,000
Q1 2024

Apr 15, 2024

BUY
$230.75 - $273.77 $10,153 - $12,045
44 Added 2.78%
1,625 $429,000
Q4 2023

Jan 30, 2024

SELL
$209.89 - $239.77 $11,334 - $12,947
-54 Reduced 3.3%
1,581 $359,000
Q3 2023

Jan 30, 2024

BUY
$218.49 - $247.52 $38,017 - $43,068
174 Added 11.91%
1,635 $388,000
Q2 2023

Jan 30, 2024

BUY
$180.95 - $217.9 $26,418 - $31,813
146 Added 11.1%
1,461 $317,000
Q1 2023

Jun 16, 2023

BUY
$192.0 - $255.57 $32,448 - $43,191
169 Added 14.75%
1,315 $266,000
Q4 2022

Feb 21, 2023

SELL
$206.94 - $269.62 $1,241 - $1,617
-6 Reduced 0.52%
1,146 $247,000
Q3 2022

Feb 21, 2023

BUY
$172.53 - $233.2 $7,073 - $9,561
41 Added 3.69%
1,152 $251,000
Q2 2022

Jul 28, 2022

BUY
$167.48 - $218.52 $186,070 - $242,775
1,111 New
1,111 $205,000

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 $26.8B
  • 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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