Ensign Peak Advisors, Inc Lpl Financial Holdings Inc. Transaction History

Ensign Peak Advisors, Inc

$56.1 Billion
Q3 2024

A detailed history of Ensign Peak Advisors, Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ensign Peak Advisors, Inc holds 57,084 shares of LPLA stock, worth $18.7 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

57,084

Previous 75,606 24.5%

Holding current value

$18.7 Million

Previous $21.1 Million 37.09%

% of portfolio

0.02%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$193.0 - $282.1 $3.57 Million - $5.23 Million	-18,522 Reduced 24.5%	57,084 $13.3 Million
Q2 2024 Aug 13, 2024	BUY	$256.41 - $288.82 $7.08 Million - $7.97 Million	27,608 Added 57.52%	75,606 $21.1 Million
Q1 2024 May 14, 2024	SELL	$230.75 - $273.77 $240,441 - $285,268	-1,042 Reduced 2.12%	47,998 $12.7 Million
Q4 2023 Feb 14, 2024	SELL	$209.89 - $239.77 $2.18 Million - $2.49 Million	-10,405 Reduced 17.5%	49,040 $11.2 Million
Q3 2023 Nov 13, 2023	BUY	$218.49 - $247.52 $3.37 Million - $3.82 Million	15,420 Added 35.03%	59,445 $14.1 Million
Q2 2023 Aug 14, 2023	BUY	$180.95 - $217.9 $186,378 - $224,437	1,030 Added 2.4%	44,025 $9.57 Million
Q1 2023 May 15, 2023	SELL	$192.0 - $255.57 $1.33 Million - $1.78 Million	-6,951 Reduced 13.92%	42,995 $8.7 Million
Q4 2022 Feb 13, 2023	BUY	$206.94 - $269.62 $5.37 Million - $6.99 Million	25,936 Added 108.02%	49,946 $10.8 Million
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $812,616 - $1.1 Million	4,710 Added 24.4%	24,010 $5.25 Million
Q2 2022 Aug 12, 2022	BUY	$167.48 - $218.52 $353,382 - $461,077	2,110 Added 12.27%	19,300 $3.56 Million
Q4 2021 Feb 11, 2022	BUY	$152.65 - $175.02 $2.62 Million - $3.01 Million	17,190 New	17,190 $2.75 Million
Q3 2021 Nov 12, 2021	SELL	$127.58 - $161.13 $216,248 - $273,115	-1,695 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$134.61 - $156.7 $473,154 - $550,800	-3,515 Reduced 67.47%	1,695 $229,000
Q1 2021 May 12, 2021	BUY	$103.11 - $146.29 $268,292 - $380,646	2,602 Added 99.77%	5,210 $741,000
Q4 2020 Feb 12, 2021	SELL	$76.15 - $104.25 $1 Million - $1.37 Million	-13,152 Reduced 83.45%	2,608 $272,000
Q3 2020 Nov 12, 2020	BUY	$74.14 - $85.09 $708,778 - $813,460	9,560 Added 154.19%	15,760 $1.21 Million
Q2 2020 Aug 12, 2020	SELL	$48.65 - $85.54 $447,580 - $786,968	-9,200 Reduced 59.74%	6,200 $486,000
Q1 2020 May 11, 2020	SELL	$39.02 - $98.86 $1.69 Million - $4.28 Million	-43,340 Reduced 73.78%	15,400 $838,000
Q4 2019 Feb 14, 2020	BUY	$72.1 - $94.26 $4.24 Million - $5.54 Million	58,740 New	58,740 $5.42 Million

Others Institutions Holding LPLA

# of Institutions

702

Shares Held

68.6M

Call Options Held

647K

Put Options Held

549K

View Full List

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...

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Ensign Peak Advisors, Inc Lpl Financial Holdings Inc. Transaction History