Edgestream Partners, L.P. Lpl Financial Holdings Inc. Transaction History

Edgestream Partners, L.P.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$230.75 - $273.77 $1.14 Million - $1.35 Million	4,944 New	4,944 $1.31 Million
Q3 2023 Nov 14, 2023	BUY	$218.49 - $247.52 $296,053 - $335,389	1,355 New	1,355 $322,000
Q1 2023 May 15, 2023	BUY	$192.0 - $255.57 $198,528 - $264,259	1,034 Added 108.39%	1,988 $402,000
Q4 2022 Feb 13, 2023	SELL	$206.94 - $269.62 $199,904 - $260,452	-966 Reduced 50.31%	954 $206,000
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $331,257 - $447,744	1,920 New	1,920 $419,000
Q2 2022 Aug 12, 2022	SELL	$167.48 - $218.52 $359,244 - $468,725	-2,145 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$143.67 - $190.77 $308,172 - $409,201	2,145 New	2,145 $392,000
Q4 2021 Feb 15, 2022	SELL	$152.65 - $175.02 $839,727 - $962,785	-5,501 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$127.58 - $161.13 $504,961 - $637,752	-3,958 Reduced 41.84%	5,501 $862,000
Q2 2021 Aug 10, 2021	BUY	$134.61 - $156.7 $1.27 Million - $1.48 Million	9,459 New	9,459 $1.28 Million

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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