Gladstone Institutional Advisory LLC Lpl Financial Holdings Inc. Transaction History

Gladstone Institutional Advisory LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$256.41 - $288.82 $13,076 - $14,729	-51 Reduced 2.03%	2,467 $689,000
Q1 2024 May 14, 2024	BUY	$230.75 - $273.77 $581,028 - $689,352	2,518 New	2,518 $665,000
Q3 2023 Nov 13, 2023	SELL	$218.49 - $247.52 $52,656 - $59,652	-241 Reduced 12.31%	1,716 $407,000
Q2 2023 Aug 10, 2023	BUY	$180.95 - $217.9 $107,303 - $129,214	593 Added 43.48%	1,957 $425,000
Q1 2023 May 12, 2023	BUY	$192.0 - $255.57 $261,888 - $348,597	1,364 New	1,364 $276,000
Q3 2022 Jan 27, 2023	SELL	$172.53 - $233.2 $37,784 - $51,070	-219 Reduced 18.69%	953 $208,000
Q3 2022 Oct 20, 2022	BUY	$172.53 - $233.2 $164,421 - $222,239	953 New	953 $208,000
Q2 2022 Aug 15, 2022	SELL	$167.48 - $218.52 $196,286 - $256,105	-1,172 Closed	0 $0
Q1 2022 Jan 27, 2023	SELL	$143.67 - $190.77 $18,389 - $24,418	-128 Reduced 9.85%	1,172 $214,000
Q1 2022 May 04, 2022	SELL	$143.67 - $190.77 $18,389 - $24,418	-128 Reduced 9.85%	1,172 $214,000
Q4 2021 Jan 27, 2023	BUY	$152.65 - $175.02 $52,969 - $60,731	347 Added 36.41%	1,300 $208,000
Q4 2021 Feb 11, 2022	BUY	$152.65 - $175.02 $198,445 - $227,526	1,300 New	1,300 $208,000

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $25.7B
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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