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 67,466 shares of LPLA stock, worth $22.1 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
67,466
Previous 54,252 24.36%
Holding current value
$22.1 Million
Previous $15.2 Million 3.62%
% of portfolio
0.1%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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
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