A detailed history of Eagle Asset Management Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Eagle Asset Management Inc holds 591,233 shares of LPLA stock, worth $192 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
591,233
Previous 653,223 9.49%
Holding current value
$192 Million
Previous $182 Million 24.58%
% of portfolio
0.82%
Previous 1.01%

Shares

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

Nov 12, 2024

SELL
$193.0 - $282.1 $12 Million - $17.5 Million
-61,990 Reduced 9.49%
591,233 $138 Million
Q2 2024

Aug 12, 2024

SELL
$256.41 - $288.82 $10.7 Million - $12 Million
-41,599 Reduced 5.99%
653,223 $182 Million
Q1 2024

May 09, 2024

SELL
$230.75 - $273.77 $5.65 Million - $6.7 Million
-24,469 Reduced 3.4%
694,822 $184 Million
Q4 2023

Feb 12, 2024

SELL
$209.89 - $239.77 $3.23 Million - $3.69 Million
-15,399 Reduced 2.1%
719,291 $164 Million
Q3 2023

Nov 13, 2023

SELL
$218.49 - $247.52 $555,401 - $629,195
-2,542 Reduced 0.34%
734,690 $175 Million
Q2 2023

Aug 09, 2023

SELL
$180.95 - $217.9 $5.93 Million - $7.14 Million
-32,786 Reduced 4.26%
737,232 $160 Million
Q1 2023

May 08, 2023

SELL
$192.0 - $255.57 $29.2 Million - $38.9 Million
-152,269 Reduced 16.51%
770,018 $156 Million
Q4 2022

Feb 14, 2023

SELL
$206.94 - $269.62 $121 Million - $158 Million
-584,489 Reduced 38.79%
922,287 $199 Million
Q3 2022

Nov 07, 2022

SELL
$172.53 - $233.2 $34.9 Million - $47.2 Million
-202,419 Reduced 11.84%
1,506,776 $329 Million
Q2 2022

Aug 10, 2022

SELL
$167.48 - $218.52 $46.4 Million - $60.5 Million
-277,080 Reduced 13.95%
1,709,195 $315 Million
Q1 2022

May 12, 2022

SELL
$143.67 - $190.77 $90,224 - $119,803
-628 Reduced 0.03%
1,986,275 $363 Million
Q4 2021

Feb 11, 2022

BUY
$152.65 - $175.02 $7.53 Million - $8.63 Million
49,308 Added 2.54%
1,986,903 $322 Million
Q3 2021

Nov 10, 2021

BUY
$127.58 - $161.13 $9.01 Million - $11.4 Million
70,622 Added 3.78%
1,937,595 $304 Million
Q2 2021

Aug 11, 2021

SELL
$134.61 - $156.7 $6.63 Million - $7.72 Million
-49,246 Reduced 2.57%
1,866,973 $252 Million
Q1 2021

May 14, 2021

BUY
$103.11 - $146.29 $51.5 Million - $73.1 Million
499,820 Added 35.29%
1,916,219 $275 Million
Q4 2020

Feb 12, 2021

BUY
$76.15 - $104.25 $21.8 Million - $29.8 Million
286,190 Added 25.32%
1,416,399 $148 Million
Q3 2020

Nov 12, 2020

BUY
$74.14 - $85.09 $10.8 Million - $12.4 Million
145,360 Added 14.76%
1,130,209 $85.9 Million
Q2 2020

Aug 12, 2020

BUY
$48.65 - $85.54 $15.9 Million - $28 Million
327,758 Added 49.88%
984,849 $75.3 Million
Q1 2020

May 11, 2020

SELL
$39.02 - $98.86 $1.87 Million - $4.74 Million
-47,986 Reduced 6.81%
657,091 $35.8 Million
Q4 2019

Feb 07, 2020

BUY
$72.1 - $94.26 $890,795 - $1.16 Million
12,355 Added 1.78%
705,077 $65 Million
Q3 2019

Nov 04, 2019

BUY
$70.66 - $87.4 $860,356 - $1.06 Million
12,176 Added 1.79%
692,722 $56.7 Million
Q2 2019

Aug 05, 2019

BUY
$70.51 - $84.91 $11.6 Million - $13.9 Million
164,006 Added 31.75%
680,546 $55.5 Million
Q1 2019

May 01, 2019

BUY
$59.74 - $77.93 $27.7 Million - $36.2 Million
464,048 Added 884.04%
516,540 $36 Million
Q4 2018

Feb 11, 2019

SELL
$53.2 - $65.69 $189,285 - $233,725
-3,558 Reduced 6.35%
52,492 $3.21 Million
Q3 2018

Nov 08, 2018

SELL
$63.88 - $69.99 $11,434 - $12,528
-179 Reduced 0.32%
56,050 $3.62 Million
Q2 2018

Aug 07, 2018

BUY
$56.49 - $72.22 $3,163 - $4,044
56 Added 0.1%
56,229 $3.69 Million
Q1 2018

May 09, 2018

BUY
$57.2 - $65.99 $180,866 - $208,660
3,162 Added 5.96%
56,173 $3.43 Million
Q4 2017

Feb 09, 2018

BUY
$48.68 - $57.7 $2.58 Million - $3.06 Million
53,011
53,011 $3.3 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 $25.8B
  • 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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