Franklin Resources Inc Lpl Financial Holdings Inc. Transaction History

Franklin Resources Inc

$330 Billion
Q1 2025

A detailed history of Franklin Resources Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Franklin Resources Inc holds 167,348 shares of LPLA stock, worth $63.8 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

167,348

Previous 152,319 9.87%

Holding current value

$63.8 Million

Previous $49.7 Million 10.08%

% of portfolio

0.02%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$308.87 - $383.33 $4.64 Million - $5.76 Million	15,029 Added 9.87%	167,348 $54.7 Million
Q4 2024 Feb 12, 2025	SELL	$229.85 - $335.91 $24.7 Million - $36.1 Million	-107,600 Reduced 41.4%	152,319 $49.7 Million
Q3 2024 Nov 12, 2024	SELL	$193.0 - $282.1 $10.8 Million - $15.8 Million	-56,121 Reduced 17.76%	259,919 $60.5 Million
Q2 2024 Aug 14, 2024	BUY	$256.41 - $288.82 $3.08 Million - $3.46 Million	11,993 Added 3.94%	316,040 $88.3 Million
Q1 2024 May 13, 2024	BUY	$230.75 - $273.77 $8.06 Million - $9.56 Million	34,921 Added 12.98%	304,047 $80.3 Million
Q4 2023 Feb 09, 2024	SELL	$209.89 - $239.77 $171,480 - $195,892	-817 Reduced 0.3%	269,126 $61.3 Million
Q3 2023 Nov 13, 2023	BUY	$218.49 - $247.52 $12.1 Million - $13.7 Million	55,212 Added 25.71%	269,943 $64.2 Million
Q2 2023 Aug 11, 2023	BUY	$180.95 - $217.9 $2.18 Million - $2.62 Million	12,023 Added 5.93%	214,731 $46.7 Million
Q1 2023 May 12, 2023	SELL	$192.0 - $255.57 $508,416 - $676,749	-2,648 Reduced 1.29%	202,708 $41 Million
Q4 2022 Feb 10, 2023	BUY	$206.94 - $269.62 $22.5 Million - $29.3 Million	108,645 Added 112.34%	205,356 $44.4 Million
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $16.3 Million - $22.1 Million	94,713 Added 4740.39%	96,711 $21.1 Million
Q2 2022 Aug 11, 2022	BUY	$167.48 - $218.52 $75,366 - $98,334	450 Added 29.07%	1,998 $368,000
Q1 2022 May 13, 2022	SELL	$143.67 - $190.77 $31,320 - $41,587	-218 Reduced 12.34%	1,548 $283,000
Q4 2021 Feb 11, 2022	SELL	$152.65 - $175.02 $1,526 - $1,750	-10 Reduced 0.56%	1,766 $283,000
Q2 2021 Aug 13, 2021	BUY	$134.61 - $156.7 $42,671 - $49,673	317 Added 21.73%	1,776 $240,000
Q1 2021 May 13, 2021	BUY	$103.11 - $146.29 $150,437 - $213,437	1,459 New	1,459 $207,000
Q2 2020 Aug 13, 2020	SELL	$48.65 - $85.54 $1.39 Million - $2.45 Million	-28,584 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$39.02 - $98.86 $102,232 - $259,013	2,620 Added 10.09%	28,584 $1.56 Million
Q4 2019 Feb 12, 2020	BUY	$72.1 - $94.26 $1.87 Million - $2.45 Million	25,964 New	25,964 $2.4 Million

Others Institutions Holding LPLA

# of Institutions

864

Shares Held

76.1M

Call Options Held

240K

Put Options Held

375K

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 $30.4B
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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Franklin Resources Inc Lpl Financial Holdings Inc. Transaction History