Federated Hermes, Inc. Lpl Financial Holdings Inc. Transaction History

Federated Hermes, Inc.

$41.2 Billion
Q2 2024

A detailed history of Federated Hermes, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Federated Hermes, Inc. holds 13,585 shares of LPLA stock, worth $3.16 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,585

Previous 10,969 23.85%

Holding current value

$3.16 Million

Previous $2.9 Million 30.92%

% of portfolio

0.01%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$256.41 - $288.82 $670,768 - $755,553	2,616 Added 23.85%	13,585 $3.79 Million
Q1 2024 May 14, 2024	SELL	$230.75 - $273.77 $161,755 - $191,912	-701 Reduced 6.01%	10,969 $2.9 Million
Q4 2023 Jan 31, 2024	BUY	$209.89 - $239.77 $1.1 Million - $1.26 Million	5,264 Added 82.17%	11,670 $2.66 Million
Q3 2023 Nov 13, 2023	SELL	$218.49 - $247.52 $45,882 - $51,979	-210 Reduced 3.17%	6,406 $1.52 Million
Q2 2023 Aug 14, 2023	SELL	$180.95 - $217.9 $5.24 Million - $6.32 Million	-28,983 Reduced 81.42%	6,616 $1.44 Million
Q1 2023 May 08, 2023	SELL	$192.0 - $255.57 $13.9 Million - $18.5 Million	-72,469 Reduced 67.06%	35,599 $7.21 Million
Q4 2022 Feb 13, 2023	SELL	$206.94 - $269.62 $3.21 Million - $4.19 Million	-15,528 Reduced 12.56%	108,068 $23.4 Million
Q3 2022 Nov 14, 2022	SELL	$172.53 - $233.2 $2.52 Million - $3.4 Million	-14,580 Reduced 10.55%	123,596 $27 Million
Q2 2022 Aug 15, 2022	SELL	$167.48 - $218.52 $22.2 Million - $28.9 Million	-132,361 Reduced 48.93%	138,176 $25.5 Million
Q1 2022 May 13, 2022	SELL	$143.67 - $190.77 $6.71 Million - $8.9 Million	-46,677 Reduced 14.71%	270,537 $49.4 Million
Q4 2021 Feb 14, 2022	SELL	$152.65 - $175.02 $763,402 - $875,275	-5,001 Reduced 1.55%	317,214 $50.8 Million
Q3 2021 Nov 15, 2021	SELL	$127.58 - $161.13 $954,425 - $1.21 Million	-7,481 Reduced 2.27%	322,215 $50.5 Million
Q2 2021 Aug 16, 2021	SELL	$134.61 - $156.7 $3.21 Million - $3.74 Million	-23,860 Reduced 6.75%	329,696 $44.5 Million
Q1 2021 May 13, 2021	BUY	$103.11 - $146.29 $375,114 - $532,203	3,638 Added 1.04%	353,556 $50.3 Million
Q4 2020 Feb 12, 2021	SELL	$76.15 - $104.25 $236,674 - $324,009	-3,108 Reduced 0.88%	349,918 $36.5 Million
Q3 2020 Nov 12, 2020	BUY	$74.14 - $85.09 $2.03 Million - $2.33 Million	27,417 Added 8.42%	353,026 $27.1 Million
Q2 2020 Aug 13, 2020	BUY	$48.65 - $85.54 $6.35 Million - $11.2 Million	130,480 Added 66.87%	325,609 $25.5 Million
Q1 2020 May 13, 2020	BUY	$39.02 - $98.86 $4.48 Million - $11.4 Million	114,926 Added 143.29%	195,129 $10.6 Million
Q4 2019 Feb 14, 2020	SELL	$72.1 - $94.26 $10 Million - $13.1 Million	-139,080 Reduced 63.42%	80,203 $7.4 Million
Q3 2019 Nov 14, 2019	SELL	$70.66 - $87.4 $3.79 Million - $4.69 Million	-53,607 Reduced 19.64%	219,283 $18 Million
Q2 2019 Aug 14, 2019	SELL	$70.51 - $84.91 $1.07 Million - $1.29 Million	-15,191 Reduced 5.27%	272,890 $22.3 Million
Q1 2019 May 10, 2019	BUY	$59.74 - $77.93 $3.31 Million - $4.31 Million	55,326 Added 23.77%	288,081 $20.1 Million
Q4 2018 Feb 13, 2019	SELL	$53.2 - $65.69 $11.9 Million - $14.6 Million	-222,904 Reduced 48.92%	232,755 $14.2 Million
Q3 2018 Nov 13, 2018	BUY	$63.88 - $69.99 $2.88 Million - $3.16 Million	45,084 Added 10.98%	455,659 $29.4 Million
Q2 2018 Aug 10, 2018	BUY	$56.49 - $72.22 $12.2 Million - $15.6 Million	216,682 Added 111.75%	410,575 $26.9 Million
Q1 2018 May 09, 2018	BUY	$57.2 - $65.99 $1.58 Million - $1.82 Million	27,601 Added 16.6%	193,893 $11.8 Million
Q4 2017 Feb 14, 2018	BUY	$48.68 - $57.7 $8.1 Million - $9.6 Million	166,292	166,292 $0

Others Institutions Holding LPLA

# of Institutions

723

Shares Held

69.3M

Call Options Held

110K

Put Options Held

134K

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 $18.6B
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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Federated Hermes, Inc. Lpl Financial Holdings Inc. Transaction History