A detailed history of Emerald Advisers, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Emerald Advisers, LLC holds 1,705 shares of LPLA stock, worth $558,131. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,705
Previous 2,513 32.15%
Holding current value
$558,131
Previous $701,000 43.51%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 29, 2024

SELL
$193.0 - $282.1 $155,944 - $227,936
-808 Reduced 32.15%
1,705 $396,000
Q2 2024

Aug 06, 2024

SELL
$256.41 - $288.82 $183,589 - $206,795
-716 Reduced 22.17%
2,513 $701,000
Q1 2024

May 08, 2024

SELL
$230.75 - $273.77 $12,229 - $14,509
-53 Reduced 1.61%
3,229 $853,000
Q4 2023

Feb 05, 2024

SELL
$209.89 - $239.77 $11,963 - $13,666
-57 Reduced 1.71%
3,282 $747,000
Q3 2023

Oct 26, 2023

BUY
$218.49 - $247.52 $729,538 - $826,469
3,339 New
3,339 $793,000

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 $26.1B
  • 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
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