A detailed history of Eagle Rock Investment Company, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Eagle Rock Investment Company, LLC holds 18,051 shares of LPLA stock, worth $5.9 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
18,051
Previous 14,731 22.54%
Holding current value
$5.9 Million
Previous $4.11 Million 2.11%
% of portfolio
0.72%
Previous 0.75%

Shares

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

Oct 07, 2024

BUY
$193.0 - $282.1 $640,760 - $936,572
3,320 Added 22.54%
18,051 $4.2 Million
Q2 2024

Jul 12, 2024

SELL
$256.41 - $288.82 $97,948 - $110,329
-382 Reduced 2.53%
14,731 $4.11 Million
Q1 2024

Apr 15, 2024

SELL
$230.75 - $273.77 $45,457 - $53,932
-197 Reduced 1.29%
15,113 $3.99 Million
Q4 2023

Jan 12, 2024

SELL
$209.89 - $239.77 $18,890 - $21,579
-90 Reduced 0.58%
15,310 $3.48 Million
Q3 2023

Oct 10, 2023

SELL
$218.49 - $247.52 $2.34 Million - $2.65 Million
-10,687 Reduced 40.97%
15,400 $3.66 Million
Q2 2023

Jul 19, 2023

BUY
$180.95 - $217.9 $393,204 - $473,496
2,173 Added 9.09%
26,087 $5.67 Million
Q1 2023

Apr 10, 2023

BUY
$192.0 - $255.57 $2.46 Million - $3.28 Million
12,838 Added 115.91%
23,914 $4.84 Million
Q4 2022

Jan 25, 2023

SELL
$206.94 - $269.62 $6,415 - $8,358
-31 Reduced 0.28%
11,076 $0
Q3 2022

Nov 08, 2022

BUY
$172.53 - $233.2 $19,840 - $26,818
115 Added 1.05%
11,107 $2.43 Million
Q2 2022

Aug 12, 2022

SELL
$167.48 - $218.52 $14,068 - $18,355
-84 Reduced 0.76%
10,992 $2.03 Million
Q1 2022

May 11, 2022

BUY
$143.67 - $190.77 $1.59 Million - $2.11 Million
11,076 New
11,076 $2.02 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 $26.1B
  • 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

Track Eagle Rock Investment Company, LLC Portfolio

Follow Eagle Rock Investment Company, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eagle Rock Investment Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eagle Rock Investment Company, LLC with notifications on news.