A detailed history of First Horizon Advisors, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, First Horizon Advisors, Inc. holds 385 shares of LPLA stock, worth $125,837. This represents 0.0% of its overall portfolio holdings.

Number of Shares
385
Previous 291 32.3%
Holding current value
$125,837
Previous $81,000 9.88%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$193.0 - $282.1 $18,142 - $26,517
94 Added 32.3%
385 $89,000
Q2 2024

Jul 19, 2024

SELL
$256.41 - $288.82 $19,743 - $22,239
-77 Reduced 20.92%
291 $81,000
Q1 2024

Apr 26, 2024

SELL
$230.75 - $273.77 $9,922 - $11,772
-43 Reduced 10.46%
368 $97,000
Q4 2023

Feb 06, 2024

SELL
$209.89 - $239.77 $17,840 - $20,380
-85 Reduced 17.14%
411 $93,000
Q3 2023

Oct 27, 2023

BUY
$218.49 - $247.52 $12,016 - $13,613
55 Added 12.47%
496 $117,000
Q2 2023

Aug 03, 2023

SELL
$180.95 - $217.9 $19,180 - $23,097
-106 Reduced 19.38%
441 $95,000
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $64,320 - $85,615
-335 Reduced 37.98%
547 $110,000
Q4 2022

Feb 10, 2023

BUY
$206.94 - $269.62 $74,912 - $97,602
362 Added 69.62%
882 $190,000
Q3 2022

Nov 09, 2022

SELL
$172.53 - $233.2 $12,249 - $16,557
-71 Reduced 12.01%
520 $113,000
Q2 2022

Aug 02, 2022

BUY
$167.48 - $218.52 $69,336 - $90,467
414 Added 233.9%
591 $109,000
Q1 2022

May 10, 2022

SELL
$143.67 - $190.77 $5,459 - $7,249
-38 Reduced 17.67%
177 $32,000
Q4 2021

Feb 09, 2022

SELL
$152.65 - $175.02 $763 - $875
-5 Reduced 2.27%
215 $34,000
Q3 2021

Nov 15, 2021

SELL
$127.58 - $161.13 $53,966 - $68,157
-423 Reduced 65.79%
220 $34,000
Q3 2021

Nov 09, 2021

BUY
$127.58 - $161.13 $64,172 - $81,048
503 Added 359.29%
643 $100,000
Q2 2021

Aug 09, 2021

SELL
$134.61 - $156.7 $1,211 - $1,410
-9 Reduced 6.04%
140 $18,000
Q1 2021

May 11, 2021

BUY
$103.11 - $146.29 $4,743 - $6,729
46 Added 44.66%
149 $21,000
Q4 2020

Feb 11, 2021

BUY
$76.15 - $104.25 $3,731 - $5,108
49 Added 90.74%
103 $10,000
Q3 2020

Nov 12, 2020

BUY
$74.14 - $85.09 $4,003 - $4,594
54 New
54 $4,000

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 $26.1B
  • 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...
More about LPLA
Track This Portfolio

Track First Horizon Advisors, Inc. Portfolio

Follow First Horizon Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Horizon Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Horizon Advisors, Inc. with notifications on news.