A detailed history of Foresight Global Investors, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Foresight Global Investors, Inc. holds 6,649 shares of LPLA stock, worth $2.18 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
6,649
Previous 5,549 19.82%
Holding current value
$2.18 Million
Previous $1.55 Billion 0.2%
% of portfolio
0.84%
Previous 0.74%

Shares

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

Nov 12, 2024

BUY
$193.0 - $282.1 $212,300 - $310,310
1,100 Added 19.82%
6,649 $1.55 Billion
Q4 2023

Feb 06, 2024

SELL
$209.89 - $239.77 $350,726 - $400,655
-1,671 Reduced 23.14%
5,549 $1.26 Billion
Q3 2023

Oct 23, 2023

BUY
$218.49 - $247.52 $930,767 - $1.05 Million
4,260 Added 143.92%
7,220 $1.72 Billion
Q1 2023

Apr 13, 2023

BUY
$192.0 - $255.57 $568,320 - $756,487
2,960 New
2,960 $599 Million

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 Foresight Global Investors, Inc. Portfolio

Follow Foresight Global Investors, 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 Foresight Global Investors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Foresight Global Investors, Inc. with notifications on news.