A detailed history of Envestnet Asset Management Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 316,670 shares of LPLA stock, worth $104 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
316,670
Previous 328,963 3.74%
Holding current value
$104 Million
Previous $91.9 Million 19.79%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 06, 2024

SELL
$193.0 - $282.1 $2.37 Million - $3.47 Million
-12,293 Reduced 3.74%
316,670 $73.7 Million
Q2 2024

Aug 08, 2024

BUY
$256.41 - $288.82 $413,076 - $465,289
1,611 Added 0.49%
328,963 $91.9 Million
Q1 2024

May 13, 2024

BUY
$230.75 - $273.77 $4.75 Million - $5.64 Million
20,597 Added 6.71%
327,352 $86.5 Million
Q4 2023

Feb 13, 2024

SELL
$209.89 - $239.77 $6.49 Million - $7.42 Million
-30,944 Reduced 9.16%
306,755 $69.8 Million
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $13.6 Million - $15.5 Million
62,431 Added 22.68%
337,699 $80.3 Million
Q2 2023

Aug 04, 2023

SELL
$180.95 - $217.9 $41.7 Million - $50.2 Million
-230,280 Reduced 45.55%
275,268 $59.9 Million
Q1 2023

May 11, 2023

BUY
$192.0 - $255.57 $48.5 Million - $64.5 Million
252,465 Added 99.76%
505,548 $102 Million
Q4 2022

Feb 07, 2023

SELL
$206.94 - $269.62 $3.5 Million - $4.56 Million
-16,914 Reduced 6.26%
253,083 $54.7 Million
Q3 2022

Nov 10, 2022

BUY
$172.53 - $233.2 $6.71 Million - $9.07 Million
38,904 Added 16.83%
269,997 $59 Million
Q2 2022

Aug 03, 2022

BUY
$167.48 - $218.52 $13.9 Million - $18.2 Million
83,083 Added 56.13%
231,093 $42.6 Million
Q1 2022

May 04, 2022

BUY
$143.67 - $190.77 $2.57 Million - $3.41 Million
17,877 Added 13.74%
148,010 $27 Million
Q4 2021

Feb 04, 2022

BUY
$152.65 - $175.02 $984,439 - $1.13 Million
6,449 Added 5.21%
130,133 $20.8 Million
Q3 2021

Oct 07, 2021

BUY
$127.58 - $161.13 $588,271 - $742,970
4,611 Added 3.87%
123,684 $19.4 Million
Q2 2021

Aug 04, 2021

BUY
$134.61 - $156.7 $1.28 Million - $1.5 Million
9,541 Added 8.71%
119,073 $16.1 Million
Q1 2021

May 04, 2021

BUY
$103.11 - $146.29 $8.74 Million - $12.4 Million
84,724 Added 341.52%
109,532 $15.6 Million
Q4 2020

Feb 02, 2021

BUY
$76.15 - $104.25 $4,569 - $6,255
60 Added 0.24%
24,808 $2.59 Million
Q3 2020

Oct 09, 2020

BUY
$74.14 - $85.09 $95,937 - $110,106
1,294 Added 5.52%
24,748 $1.9 Million
Q2 2020

Jul 08, 2020

SELL
$48.65 - $85.54 $2.18 Million - $3.83 Million
-44,771 Reduced 65.62%
23,454 $1.84 Million
Q1 2020

Apr 23, 2020

SELL
$39.02 - $98.86 $1.64 Million - $4.16 Million
-42,105 Reduced 38.16%
68,225 $3.71 Million
Q4 2019

Feb 11, 2020

BUY
$72.1 - $94.26 $6.84 Million - $8.94 Million
94,857 Added 613.05%
110,330 $10.2 Million
Q3 2019

Oct 17, 2019

SELL
$70.66 - $87.4 $653,181 - $807,925
-9,244 Reduced 37.4%
15,473 $1.27 Million
Q2 2019

Aug 02, 2019

SELL
$70.51 - $84.91 $313,134 - $377,085
-4,441 Reduced 15.23%
24,717 $2.02 Million
Q1 2019

May 10, 2019

BUY
$59.74 - $77.93 $477,083 - $622,348
7,986 Added 37.72%
29,158 $2.03 Million
Q4 2018

Feb 13, 2019

BUY
$53.2 - $65.69 $1.13 Million - $1.39 Million
21,172 New
21,172 $1.29 Million
Q3 2018

Nov 14, 2018

SELL
$63.88 - $69.99 $64,199 - $70,339
-1,005 Closed
0 $0
Q1 2018

May 09, 2018

SELL
$57.2 - $65.99 $3,374 - $3,893
-59 Reduced 5.55%
1,005 $61,000
Q4 2017

Feb 20, 2018

BUY
$48.68 - $57.7 $43,179 - $51,179
887 Added 501.13%
1,064 $61,000
Q3 2017

Nov 13, 2017

SELL
$45.09 - $51.58 $36,748 - $42,037
-815 Reduced 82.16%
177 $9,000
Q2 2017

Aug 14, 2017

BUY
N/A
992
992 $43,000

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 $26.3B
  • 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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