A detailed history of Fox Run Management, L.L.C. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Fox Run Management, L.L.C. holds 1,410 shares of LPLA stock, worth $459,265. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,410
Previous 1,512 6.75%
Holding current value
$459,265
Previous $422,000 22.27%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 12, 2024

SELL
$193.0 - $282.1 $19,686 - $28,774
-102 Reduced 6.75%
1,410 $328,000
Q2 2024

Aug 13, 2024

SELL
$256.41 - $288.82 $399,230 - $449,692
-1,557 Reduced 50.73%
1,512 $422,000
Q1 2024

May 13, 2024

BUY
$230.75 - $273.77 $303,897 - $360,555
1,317 Added 75.17%
3,069 $810,000
Q4 2023

Feb 13, 2024

BUY
$209.89 - $239.77 $367,727 - $420,077
1,752 New
1,752 $398,000
Q2 2023

Aug 11, 2023

BUY
$180.95 - $217.9 $301,643 - $363,239
1,667 Added 161.37%
2,700 $587,000
Q1 2023

May 12, 2023

SELL
$192.0 - $255.57 $322,752 - $429,613
-1,681 Reduced 61.94%
1,033 $209,000
Q4 2022

Feb 07, 2023

BUY
$206.94 - $269.62 $80,292 - $104,612
388 Added 16.68%
2,714 $586,000
Q3 2022

Nov 07, 2022

BUY
$172.53 - $233.2 $401,304 - $542,423
2,326 New
2,326 $508,000

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 $26B
  • 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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