Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $4.8 Million - $6.39 Million
-25,000 Reduced 31.25%
55,000 $11.1 Million
Q4 2022

Feb 14, 2023

SELL
$206.94 - $269.62 $20.1 Million - $26.2 Million
-97,000 Reduced 54.8%
80,000 $17.3 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $10.2 Million - $13.8 Million
-59,000 Reduced 25.0%
177,000 $38.7 Million
Q2 2022

Aug 15, 2022

SELL
$167.48 - $218.52 $22.4 Million - $29.3 Million
-134,000 Reduced 36.22%
236,000 $43.5 Million
Q1 2022

May 16, 2022

SELL
$143.67 - $190.77 $12.9 Million - $17.2 Million
-90,000 Reduced 19.57%
370,000 $67.6 Million
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $15.3 Million - $17.5 Million
-100,000 Reduced 17.86%
460,000 $73.6 Million
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $5.49 Million - $6.93 Million
43,000 Added 8.32%
560,000 $87.8 Million
Q2 2021

Aug 16, 2021

SELL
$134.61 - $156.7 $27.1 Million - $31.5 Million
-201,000 Reduced 27.99%
517,000 $69.8 Million
Q1 2021

May 17, 2021

BUY
$103.11 - $146.29 $824,880 - $1.17 Million
8,000 Added 1.13%
718,000 $102 Million
Q4 2020

Feb 16, 2021

BUY
$76.15 - $104.25 $3.05 Million - $4.17 Million
40,000 Added 5.97%
710,000 $74 Million
Q3 2020

Nov 16, 2020

BUY
$74.14 - $85.09 $12.6 Million - $14.5 Million
170,000 Added 34.0%
670,000 $51.4 Million
Q2 2020

Aug 14, 2020

BUY
$48.65 - $85.54 $24.3 Million - $42.8 Million
500,000 New
500,000 $39.2 Million
Q1 2020

May 15, 2020

SELL
$39.02 - $98.86 $23.4 Million - $59.3 Million
-600,000 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$72.1 - $94.26 $6.49 Million - $8.48 Million
90,000 Added 17.65%
600,000 $55.4 Million
Q3 2019

Nov 14, 2019

BUY
$70.66 - $87.4 $12.8 Million - $15.8 Million
181,100 Added 55.06%
510,000 $41.8 Million
Q2 2019

Aug 14, 2019

BUY
$70.51 - $84.91 $63,459 - $76,419
900 Added 0.27%
328,900 $26.8 Million
Q1 2019

May 15, 2019

SELL
$59.74 - $77.93 $3.7 Million - $4.83 Million
-62,000 Reduced 15.9%
328,000 $22.8 Million
Q4 2018

Feb 14, 2019

BUY
$53.2 - $65.69 $904,400 - $1.12 Million
17,000 Added 4.56%
390,000 $23.8 Million
Q3 2018

Nov 14, 2018

BUY
$63.88 - $69.99 $11.4 Million - $12.5 Million
178,300 Added 91.58%
373,000 $24.1 Million
Q2 2018

Aug 14, 2018

SELL
$56.49 - $72.22 $581,847 - $743,866
-10,300 Reduced 5.02%
194,700 $12.8 Million
Q1 2018

May 15, 2018

BUY
$57.2 - $65.99 $4.71 Million - $5.43 Million
82,300 Added 67.07%
205,000 $12.5 Million
Q4 2017

Feb 14, 2018

SELL
$48.68 - $57.7 $282,344 - $334,660
-5,800 Reduced 4.51%
122,700 $7.01 Million
Q3 2017

Nov 14, 2017

BUY
$45.09 - $51.58 $5.79 Million - $6.63 Million
128,500
128,500 $6.63 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 $26.3B
  • 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...
More about LPLA
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