Dorsey & Whitney Trust CO LLC Lpl Financial Holdings Inc. Transaction History

Dorsey & Whitney Trust CO LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	SELL	$256.41 - $288.82 $29,743 - $33,503	-116 Reduced 10.41%	998 $278,000
Q4 2023 Feb 12, 2024	SELL	$209.89 - $239.77 $1,469 - $1,678	-7 Reduced 0.62%	1,114 $253,000
Q3 2023 Nov 08, 2023	BUY	$218.49 - $247.52 $1,529 - $1,732	7 Added 0.63%	1,121 $266,000
Q2 2023 Aug 10, 2023	SELL	$180.95 - $217.9 $3,076 - $3,704	-17 Reduced 1.5%	1,114 $242,000
Q1 2023 May 11, 2023	SELL	$192.0 - $255.57 $16,320 - $21,723	-85 Reduced 6.99%	1,131 $228,000
Q4 2022 Feb 09, 2023	SELL	$206.94 - $269.62 $10,140 - $13,211	-49 Reduced 3.87%	1,216 $262,000
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $6,728 - $9,094	39 Added 3.18%	1,265 $277,000
Q2 2022 Aug 12, 2022	BUY	$167.48 - $218.52 $14,403 - $18,792	86 Added 7.54%	1,226 $226,000
Q1 2022 May 11, 2022	BUY	$143.67 - $190.77 $163,783 - $217,477	1,140 New	1,140 $208,000
Q2 2021 Aug 11, 2021	SELL	$134.61 - $156.7 $194,242 - $226,118	-1,443 Closed	0 $0
Q1 2021 May 11, 2021	BUY	$103.11 - $146.29 $148,787 - $211,096	1,443 New	1,443 $205,000

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.3B
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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