A detailed history of Epoch Investment Partners, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Epoch Investment Partners, Inc. holds 646,340 shares of LPLA stock, worth $149 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
646,340
Previous 927,369 30.3%
Holding current value
$149 Million
Previous $245 Million 26.32%
% of portfolio
0.85%
Previous 1.12%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$256.41 - $288.82 $72.1 Million - $81.2 Million
-281,029 Reduced 30.3%
646,340 $181 Million
Q1 2024

May 14, 2024

BUY
$230.75 - $273.77 $35.3 Million - $41.9 Million
153,072 Added 19.77%
927,369 $245 Million
Q4 2023

Feb 13, 2024

BUY
$209.89 - $239.77 $76.5 Million - $87.4 Million
364,597 Added 88.99%
774,297 $176 Million
Q3 2023

Nov 13, 2023

SELL
$218.49 - $247.52 $2.37 Million - $2.69 Million
-10,857 Reduced 2.58%
409,700 $97.4 Million
Q2 2023

Aug 11, 2023

BUY
$180.95 - $217.9 $42.2 Million - $50.8 Million
233,145 Added 124.4%
420,557 $91.4 Million
Q1 2023

May 12, 2023

SELL
$192.0 - $255.57 $515,904 - $686,716
-2,687 Reduced 1.41%
187,412 $37.9 Million
Q4 2022

Feb 13, 2023

SELL
$206.94 - $269.62 $21.2 Million - $27.6 Million
-102,365 Reduced 35.0%
190,099 $41.1 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $7.39 Million - $9.99 Million
-42,854 Reduced 12.78%
292,464 $63.9 Million
Q2 2022

Aug 15, 2022

BUY
$167.48 - $218.52 $465,929 - $607,922
2,782 Added 0.84%
335,318 $61.9 Million
Q1 2022

May 13, 2022

SELL
$143.67 - $190.77 $6.22 Million - $8.26 Million
-43,308 Reduced 11.52%
332,536 $60.7 Million
Q4 2021

Feb 11, 2022

SELL
$152.65 - $175.02 $3.36 Million - $3.85 Million
-21,989 Reduced 5.53%
375,844 $60.2 Million
Q3 2021

Nov 12, 2021

BUY
$127.58 - $161.13 $50.8 Million - $64.1 Million
397,833 New
397,833 $62.4 Million
Q2 2021

Aug 13, 2021

BUY
$134.61 - $156.7 $896,906 - $1.04 Million
6,663 Added 1.76%
386,155 $52.1 Million
Q1 2021

May 17, 2021

SELL
$103.11 - $146.29 $22.5 Million - $31.9 Million
-218,235 Reduced 36.51%
379,492 $53.9 Million
Q4 2020

Feb 12, 2021

SELL
$76.15 - $104.25 $21.2 Million - $29 Million
-278,120 Closed
0 $0
Q3 2020

Nov 13, 2020

BUY
$74.14 - $85.09 $20.6 Million - $23.7 Million
278,120 New
278,120 $21.3 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 $18.4B
  • 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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