Fil LTD Lpl Financial Holdings Inc. Transaction History

Fil LTD

$103 Billion
Q3 2024

A detailed history of Fil LTD transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Fil LTD holds 169 shares of LPLA stock, worth $53,196. This represents 0.0% of its overall portfolio holdings.

Number of Shares

169

Previous 141 19.86%

Holding current value

$53,196

Previous $39,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$193.0 - $282.1 $5,404 - $7,898	28 Added 19.86%	169 $39,000
Q2 2024 Aug 13, 2024	BUY	$256.41 - $288.82 $12,307 - $13,863	48 Added 51.61%	141 $39,000
Q1 2024 May 13, 2024	BUY	$230.75 - $273.77 $2,769 - $3,285	12 Added 14.81%	93 $24,000
Q4 2023 Feb 13, 2024	BUY	$209.89 - $239.77 $4,197 - $4,795	20 Added 32.79%	81 $18,000
Q3 2023 Nov 13, 2023	SELL	$218.49 - $247.52 $39.8 Million - $45.1 Million	-182,218 Reduced 99.97%	61 $14,000
Q2 2023 Aug 11, 2023	SELL	$180.95 - $217.9 $5.33 Million - $6.41 Million	-29,431 Reduced 13.9%	182,279 $39.6 Million
Q1 2023 May 11, 2023	SELL	$192.0 - $255.57 $1.54 Million - $2.05 Million	-8,034 Reduced 3.66%	211,710 $42.9 Million
Q4 2022 Feb 13, 2023	SELL	$206.94 - $269.62 $10.5 Million - $13.7 Million	-50,725 Reduced 18.75%	219,744 $47.5 Million
Q3 2022 Nov 10, 2022	SELL	$172.53 - $233.2 $4.32 Million - $5.85 Million	-25,065 Reduced 8.48%	270,469 $59.1 Million
Q2 2022 Aug 12, 2022	SELL	$167.48 - $218.52 $5.88 Million - $7.67 Million	-35,085 Reduced 10.61%	295,534 $54.5 Million
Q1 2022 May 13, 2022	BUY	$143.67 - $190.77 $47.5 Million - $63.1 Million	330,619 New	330,619 $60.4 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 $25.1B
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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