A detailed history of Eqis Capital Management, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Eqis Capital Management, Inc. holds 4,056 shares of LPLA stock, worth $985,689. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,056
Previous 4,829 16.01%
Holding current value
$985,689
Previous $1.28 Million 11.22%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Aug 13, 2024

SELL
$256.41 - $288.82 $198,204 - $223,257
-773 Reduced 16.01%
4,056 $1.13 Million
Q1 2024

May 14, 2024

SELL
$230.75 - $273.77 $185,061 - $219,563
-802 Reduced 14.24%
4,829 $1.28 Million
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $295,315 - $337,356
-1,407 Reduced 19.99%
5,631 $1.28 Million
Q3 2023

Nov 13, 2023

SELL
$218.49 - $247.52 $209,750 - $237,619
-960 Reduced 12.0%
7,038 $1.67 Million
Q2 2023

Aug 14, 2023

SELL
$180.95 - $217.9 $232,158 - $279,565
-1,283 Reduced 13.82%
7,998 $1.74 Million
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $59,136 - $78,715
-308 Reduced 3.21%
9,281 $1.88 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $98,710 - $128,608
477 Added 5.23%
9,589 $2.07 Million
Q3 2022

Oct 24, 2022

BUY
$172.53 - $233.2 $36,058 - $48,738
209 Added 2.35%
9,112 $1.99 Million
Q2 2022

Aug 08, 2022

SELL
$167.48 - $218.52 $472,963 - $617,100
-2,824 Reduced 24.08%
8,903 $1.64 Million
Q1 2022

May 16, 2022

BUY
$143.67 - $190.77 $73,128 - $97,101
509 Added 4.54%
11,727 $2.14 Million
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $174,326 - $199,872
-1,142 Reduced 9.24%
11,218 $1.8 Million
Q3 2021

Nov 12, 2021

BUY
$127.58 - $161.13 $562,755 - $710,744
4,411 Added 55.49%
12,360 $1.94 Million
Q2 2021

Aug 12, 2021

SELL
$134.61 - $156.7 $331,275 - $385,638
-2,461 Reduced 23.64%
7,949 $1.07 Million
Q1 2021

May 14, 2021

BUY
$103.11 - $146.29 $99,398 - $141,023
964 Added 10.21%
10,410 $1.48 Million
Q4 2020

Feb 11, 2021

BUY
$76.15 - $104.25 $187,252 - $256,350
2,459 Added 35.19%
9,446 $984,000
Q3 2020

Nov 10, 2020

BUY
$74.14 - $85.09 $20,759 - $23,825
280 Added 4.17%
6,987 $536,000
Q2 2020

Aug 10, 2020

BUY
$48.65 - $85.54 $19,557 - $34,387
402 Added 6.38%
6,707 $526,000
Q1 2020

May 12, 2020

BUY
$39.02 - $98.86 $22,007 - $55,757
564 Added 9.82%
6,305 $596,000
Q4 2019

Jan 24, 2020

SELL
$72.1 - $94.26 $41,962 - $54,859
-582 Reduced 9.2%
5,741 $530,000
Q3 2019

Nov 05, 2019

BUY
$70.66 - $87.4 $88,466 - $109,424
1,252 Added 24.69%
6,323 $518,000
Q2 2019

Jul 18, 2019

BUY
$70.51 - $84.91 $103,790 - $124,987
1,472 Added 40.9%
5,071 $414,000
Q1 2019

Apr 18, 2019

SELL
$59.74 - $77.93 $151,321 - $197,396
-2,533 Reduced 41.31%
3,599 $251,000
Q4 2018

Jan 25, 2019

SELL
$53.2 - $65.69 $76,235 - $94,133
-1,433 Reduced 18.94%
6,132 $375,000
Q3 2018

Oct 17, 2018

BUY
$63.88 - $69.99 $51,231 - $56,131
802 Added 11.86%
7,565 $504,000
Q2 2018

Jul 27, 2018

SELL
$56.49 - $72.22 $56,772 - $72,581
-1,005 Reduced 12.94%
6,763 $443,000
Q1 2018

Apr 06, 2018

BUY
$57.2 - $65.99 $12,584 - $14,517
220 Added 2.91%
7,768 $474,000
Q4 2017

Jan 25, 2018

BUY
$48.68 - $57.7 $367,436 - $435,519
7,548
7,548 $431,000

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 $19.4B
  • 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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