Fort Washington Investment Advisors Inc Lpl Financial Holdings Inc. Transaction History

Fort Washington Investment Advisors Inc

$17.8 Billion
Q3 2025

A detailed history of Fort Washington Investment Advisors Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Fort Washington Investment Advisors Inc holds 223,144 shares of LPLA stock, worth $75.5 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

223,144

Previous 69,247 222.24%

Holding current value

$75.5 Million

Previous $26 Million 185.91%

% of portfolio

0.42%

Previous 0.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$332.69 - $399.0 $51.2 Million - $61.4 Million	153,897 Added 222.24%	223,144 $74.2 Million
Q2 2025 Jul 17, 2025	BUY	$283.31 - $388.96 $941,155 - $1.29 Million	3,322 Added 5.04%	69,247 $26 Million
Q1 2025 Apr 16, 2025	SELL	$308.87 - $383.33 $43,241 - $53,666	-140 Reduced 0.21%	65,925 $21.6 Million
Q4 2024 Jan 17, 2025	SELL	$229.85 - $335.91 $322,019 - $470,609	-1,401 Reduced 2.08%	66,065 $21.6 Million
Q3 2024 Oct 25, 2024	BUY	$193.0 - $282.1 $2.55 Million - $3.73 Million	13,214 Added 24.36%	67,466 $15.7 Million
Q2 2024 Jul 30, 2024	SELL	$256.41 - $288.82 $37,948 - $42,745	-148 Reduced 0.27%	54,252 $15.2 Million
Q1 2024 May 13, 2024	SELL	$230.75 - $273.77 $3.89 Million - $4.62 Million	-16,870 Reduced 23.67%	54,400 $14.4 Million
Q4 2023 Jan 17, 2024	SELL	$209.89 - $239.77 $6,086 - $6,953	-29 Reduced 0.04%	71,270 $16.2 Million
Q2 2023 Jul 28, 2023	SELL	$180.95 - $217.9 $2,714 - $3,268	-15 Reduced 0.02%	71,299 $15.5 Million
Q4 2022 Jan 30, 2023	SELL	$206.94 - $269.62 $9.24 Million - $12 Million	-44,659 Reduced 38.51%	71,314 $15.4 Million
Q3 2022 Oct 26, 2022	SELL	$172.53 - $233.2 $15.2 Million - $20.6 Million	-88,151 Reduced 43.19%	115,973 $25.3 Million
Q1 2022 May 03, 2022	BUY	$143.67 - $190.77 $636,745 - $845,492	4,432 Added 2.22%	204,124 $37.3 Million
Q4 2021 Feb 07, 2022	BUY	$152.65 - $175.02 $296,293 - $339,713	1,941 Added 0.98%	199,692 $32 Million
Q3 2021 Nov 09, 2021	SELL	$127.58 - $161.13 $671,836 - $848,510	-5,266 Reduced 2.59%	197,751 $31 Million
Q2 2021 Aug 09, 2021	BUY	$134.61 - $156.7 $1.2 Million - $1.4 Million	8,904 Added 4.59%	203,017 $27.4 Million
Q1 2021 May 05, 2021	BUY	$103.11 - $146.29 $20 Million - $28.4 Million	194,113 New	194,113 $27.6 Million

Others Institutions Holding LPLA

# of Institutions

868

Shares Held

79.5M

Call Options Held

115K

Put Options Held

192K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $27B
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...

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Fort Washington Investment Advisors Inc Lpl Financial Holdings Inc. Transaction History