First Trust Advisors LP Lpl Financial Holdings Inc. Transaction History

First Trust Advisors LP

  • $118 Billion
  • Q2 2025

A detailed history of First Trust Advisors LP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, First Trust Advisors LP holds 156,647 shares of LPLA stock, worth $58.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
156,647
Previous 165,607 5.41%
Holding current value
$58.5 Million
Previous $54.2 Million 8.42%
% of portfolio
0.05%
Previous 0.05%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$283.31 - $388.96 $2.54 Million - $3.49 Million
-8,960 Reduced 5.41%
156,647 $58.7 Million
Q1 2025

May 14, 2025
BUY
$308.87 - $383.33 $48.1 Million - $59.6 Million
155,584 Added 1552.27%
165,607 $54.2 Million
Q4 2024

Feb 13, 2025
SELL
$229.85 - $335.91 $225 Million - $330 Million
-981,006 Reduced 98.99%
10,023 $3.27 Million
Q3 2024

Nov 13, 2024
BUY
$193.0 - $282.1 $174 Million - $254 Million
901,509 Added 1007.05%
991,029 $231 Million
Q2 2024

Aug 13, 2024
BUY
$256.41 - $288.82 $14 Million - $15.8 Million
54,557 Added 156.04%
89,520 $25 Million
Q1 2024

May 13, 2024
SELL
$230.75 - $273.77 $15.7 Million - $18.6 Million
-67,884 Reduced 66.0%
34,963 $9.24 Million
Q4 2023

Feb 13, 2024
BUY
$209.89 - $239.77 $8.97 Million - $10.2 Million
42,747 Added 71.13%
102,847 $23.4 Million
Q3 2023

Nov 13, 2023
BUY
$218.49 - $247.52 $3.79 Million - $4.3 Million
17,366 Added 40.64%
60,100 $14.3 Million
Q2 2023

Aug 14, 2023
SELL
$180.95 - $217.9 $12 Million - $14.4 Million
-66,099 Reduced 60.73%
42,734 $9.29 Million
Q1 2023

May 15, 2023
SELL
$192.0 - $255.57 $10.2 Million - $13.6 Million
-53,062 Reduced 32.78%
108,833 $22 Million
Q4 2022

Feb 09, 2023
BUY
$206.94 - $269.62 $9.31 Million - $12.1 Million
45,005 Added 38.5%
161,895 $35 Million
Q3 2022

Nov 14, 2022
SELL
$172.53 - $233.2 $3.42 Million - $4.62 Million
-19,818 Reduced 14.5%
116,890 $25.5 Million
Q2 2022

Aug 12, 2022
BUY
$167.48 - $218.52 $200,306 - $261,349
1,196 Added 0.88%
136,708 $25.2 Million
Q1 2022

May 13, 2022
SELL
$143.67 - $190.77 $9.92 Million - $13.2 Million
-69,080 Reduced 33.76%
135,512 $24.8 Million
Q4 2021

Feb 08, 2022
BUY
$152.65 - $175.02 $24.4 Million - $28 Million
159,847 Added 357.24%
204,592 $32.8 Million
Q3 2021

Nov 15, 2021
SELL
$127.58 - $161.13 $14.9 Million - $18.8 Million
-116,967 Reduced 72.33%
44,745 $7.01 Million
Q2 2021

Aug 16, 2021
BUY
$134.61 - $156.7 $781,141 - $909,330
5,803 Added 3.72%
161,712 $21.8 Million
Q1 2021

May 14, 2021
BUY
$103.11 - $146.29 $5.21 Million - $7.4 Million
50,569 Added 48.01%
155,909 $22.2 Million
Q4 2020

Feb 02, 2021
SELL
$76.15 - $104.25 $254,417 - $348,299
-3,341 Reduced 3.07%
105,340 $11 Million
Q3 2020

Nov 05, 2020
BUY
$74.14 - $85.09 $6.01 Million - $6.9 Million
81,062 Added 293.5%
108,681 $8.33 Million
Q2 2020

Jul 22, 2020
SELL
$48.65 - $85.54 $6 Million - $10.5 Million
-123,278 Reduced 81.7%
27,619 $2.17 Million
Q1 2020

May 06, 2020
SELL
$39.02 - $98.86 $5.03 Million - $12.7 Million
-128,786 Reduced 46.05%
150,897 $8.21 Million
Q4 2019

Feb 03, 2020
BUY
$72.1 - $94.26 $466,991 - $610,522
6,477 Added 2.37%
279,683 $25.8 Million
Q3 2019

Nov 04, 2019
BUY
$70.66 - $87.4 $5.18 Million - $6.4 Million
73,262 Added 36.64%
273,206 $22.4 Million
Q2 2019

Jul 30, 2019
SELL
$70.51 - $84.91 $530,799 - $639,202
-7,528 Reduced 3.63%
199,944 $16.3 Million
Q1 2019

May 09, 2019
BUY
$59.74 - $77.93 $1.96 Million - $2.55 Million
32,761 Added 18.75%
207,472 $14.5 Million
Q4 2018

Feb 07, 2019
SELL
$53.2 - $65.69 $4.49 Million - $5.55 Million
-84,491 Reduced 32.6%
174,711 $10.7 Million
Q3 2018

Oct 25, 2018
BUY
$63.88 - $69.99 $805,462 - $882,503
12,609 Added 5.11%
259,202 $16.7 Million
Q2 2018

Aug 02, 2018
SELL
$56.49 - $72.22 $716,801 - $916,399
-12,689 Reduced 4.89%
246,593 $16.2 Million
Q1 2018

Apr 23, 2018
SELL
$57.2 - $65.99 $538,137 - $620,833
-9,408 Reduced 3.5%
259,282 $15.8 Million
Q4 2017

Feb 08, 2018
BUY
$48.68 - $57.7 $2.64 Million - $3.13 Million
54,262 Added 25.31%
268,690 $15.4 Million
Q3 2017

Oct 24, 2017
BUY
$45.09 - $51.58 $9.67 Million - $11.1 Million
214,428
214,428 $11.1 Million

Others Institutions Holding LPLA

# of Institutions
874
Shares Held
79.1M
Call Options Held
115K
Put Options Held
192K
View Full List

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • 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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