A detailed history of Financial Advocates Investment Management transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Financial Advocates Investment Management holds 834 shares of LPLA stock, worth $311,899. This represents 0.02% of its overall portfolio holdings.

Number of Shares
834
Previous 882 5.44%
Holding current value
$311,899
Previous $205,000 32.68%
% of portfolio
0.02%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025

SELL
$229.85 - $335.91 $11,032 - $16,123
-48 Reduced 5.44%
834 $272,000
Q3 2024

Oct 25, 2024

BUY
$193.0 - $282.1 $170,226 - $248,812
882 New
882 $205,000
Q4 2023

Feb 08, 2024

BUY
$209.89 - $239.77 $19,519 - $22,298
93 Added 1.75%
5,393 $1.23 Million
Q3 2023

Oct 27, 2023

BUY
$218.49 - $247.52 $5,025 - $5,692
23 Added 0.44%
5,300 $1.26 Million
Q2 2023

Aug 07, 2023

SELL
$180.95 - $217.9 $1,809 - $2,179
-10 Reduced 0.19%
5,277 $1.15 Million
Q1 2023

May 11, 2023

BUY
$192.0 - $255.57 $51,264 - $68,237
267 Added 5.32%
5,287 $1.07 Million
Q4 2022

Feb 14, 2023

SELL
$206.94 - $269.62 $164,517 - $214,347
-795 Reduced 13.67%
5,020 $1.09 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $171,149 - $231,334
992 Added 20.57%
5,815 $1.06 Million
Q2 2022

Aug 12, 2022

BUY
$167.48 - $218.52 $3,852 - $5,025
23 Added 0.48%
4,823 $890,000
Q1 2022

May 11, 2022

BUY
$143.67 - $190.77 $6,321 - $8,393
44 Added 0.93%
4,800 $877,000
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $686,772 - $787,414
-4,499 Reduced 48.61%
4,756 $761,000
Q3 2021

Nov 04, 2021

BUY
$127.58 - $161.13 $1,913 - $2,416
15 Added 0.16%
9,255 $1.45 Million
Q2 2021

Aug 03, 2021

BUY
$134.61 - $156.7 $25,306 - $29,459
188 Added 2.08%
9,240 $1.25 Million
Q1 2021

May 10, 2021

BUY
$103.11 - $146.29 $2,680 - $3,803
26 Added 0.29%
9,052 $1.29 Million
Q4 2020

Feb 12, 2021

BUY
$76.15 - $104.25 $60,310 - $82,566
792 Added 9.62%
9,026 $941,000
Q3 2020

Nov 04, 2020

BUY
$74.14 - $85.09 $1,853 - $2,127
25 Added 0.3%
8,234 $631,000
Q2 2020

Aug 14, 2020

BUY
$48.65 - $85.54 $7,394 - $13,002
152 Added 1.89%
8,209 $644,000
Q1 2020

Apr 29, 2020

SELL
$39.02 - $98.86 $338,381 - $857,313
-8,672 Reduced 51.84%
8,057 $439,000
Q4 2019

Feb 13, 2020

BUY
$72.1 - $94.26 $1.06 Million - $1.39 Million
14,729 Added 736.45%
16,729 $1.54 Million
Q3 2018

Nov 14, 2018

BUY
$63.88 - $69.99 $127,760 - $139,980
2,000 New
2,000 $0

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 $29.8B
  • 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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