A detailed history of First Republic Investment Management, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 9,557 shares of LPLA stock, worth $3.13 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,557
Holding current value
$3.13 Million
% of portfolio
0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023

BUY
$218.49 - $247.52 $2.09 Million - $2.37 Million
9,557 New
9,557 $2.27 Million
Q1 2023

May 11, 2023

SELL
$192.0 - $255.57 $302,016 - $402,011
-1,573 Reduced 3.69%
41,106 $8.32 Million
Q4 2022

Feb 13, 2023

BUY
$206.94 - $269.62 $3.55 Million - $4.62 Million
17,144 Added 67.14%
42,679 $9.23 Million
Q3 2022

Nov 03, 2022

BUY
$172.53 - $233.2 $672,521 - $909,013
3,898 Added 18.02%
25,535 $5.58 Million
Q2 2022

Aug 16, 2022

BUY
$167.48 - $218.52 $1.03 Million - $1.34 Million
6,152 Added 39.73%
21,637 $3.99 Million
Q1 2022

May 16, 2022

BUY
$143.67 - $190.77 $952,388 - $1.26 Million
6,629 Added 74.85%
15,485 $2.83 Million
Q4 2021

Feb 09, 2022

BUY
$152.65 - $175.02 $259,505 - $297,534
1,700 Added 23.76%
8,856 $1.42 Million
Q3 2021

Nov 12, 2021

SELL
$127.58 - $161.13 $277,231 - $350,135
-2,173 Reduced 23.29%
7,156 $1.12 Million
Q2 2021

Aug 16, 2021

BUY
$134.61 - $156.7 $938,904 - $1.09 Million
6,975 Added 296.3%
9,329 $1.26 Million
Q1 2021

May 14, 2021

SELL
$103.11 - $146.29 $10,929 - $15,506
-106 Reduced 4.31%
2,354 $335,000
Q4 2020

Feb 16, 2021

SELL
$76.15 - $104.25 $20,255 - $27,730
-266 Reduced 9.76%
2,460 $256,000
Q3 2020

Nov 12, 2020

SELL
$74.14 - $85.09 $46,337 - $53,181
-625 Reduced 18.65%
2,726 $209,000
Q2 2020

Aug 13, 2020

SELL
$48.65 - $85.54 $27,195 - $47,816
-559 Reduced 14.3%
3,351 $263,000
Q1 2020

May 13, 2020

BUY
$39.02 - $98.86 $10,574 - $26,791
271 Added 7.45%
3,910 $213,000
Q4 2019

Feb 14, 2020

BUY
$72.1 - $94.26 $9,805 - $12,819
136 Added 3.88%
3,639 $336,000
Q3 2019

Nov 08, 2019

BUY
$70.66 - $87.4 $247,521 - $306,162
3,503 New
3,503 $287,000

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 $26.2B
  • 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 Republic Investment Management, Inc. Portfolio

Follow First Republic Investment Management, 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 Republic Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Republic Investment Management, Inc. with notifications on news.