A detailed history of Gradient Investments LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Gradient Investments LLC holds 7,700 shares of LPLA stock, worth $2.54 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,700
Previous 16,370 52.96%
Holding current value
$2.54 Million
Previous $4.57 Million 60.8%
% of portfolio
0.05%
Previous 0.13%

Shares

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

Oct 15, 2024

SELL
$193.0 - $282.1 $1.67 Million - $2.45 Million
-8,670 Reduced 52.96%
7,700 $1.79 Million
Q2 2024

Jul 18, 2024

SELL
$256.41 - $288.82 $24,358 - $27,437
-95 Reduced 0.58%
16,370 $4.57 Million
Q1 2024

Apr 23, 2024

SELL
$230.75 - $273.77 $452,039 - $536,315
-1,959 Reduced 10.63%
16,465 $4.35 Million
Q4 2023

Jan 18, 2024

SELL
$209.89 - $239.77 $70,942 - $81,042
-338 Reduced 1.8%
18,424 $4.19 Million
Q3 2023

Oct 27, 2023

BUY
$218.49 - $247.52 $27,311 - $30,940
125 Added 0.67%
18,762 $4.46 Million
Q2 2023

Jul 11, 2023

BUY
$180.95 - $217.9 $552,983 - $665,902
3,056 Added 19.61%
18,637 $4.05 Million
Q1 2023

Apr 17, 2023

BUY
$192.0 - $255.57 $24,576 - $32,712
128 Added 0.83%
15,581 $3.15 Million
Q4 2022

Jan 10, 2023

BUY
$206.94 - $269.62 $284,542 - $370,727
1,375 Added 9.77%
15,453 $0
Q3 2022

Oct 14, 2022

SELL
$172.53 - $233.2 $2.11 Million - $2.85 Million
-12,202 Reduced 46.43%
14,078 $3.08 Million
Q2 2022

Jul 11, 2022

SELL
$167.48 - $218.52 $2.99 Million - $3.9 Million
-17,870 Reduced 40.48%
26,280 $4.85 Million
Q1 2022

May 26, 2022

SELL
$143.67 - $190.77 $494,368 - $656,439
-3,441 Reduced 7.23%
44,150 $8.07 Million
Q4 2021

Jan 12, 2022

BUY
$152.65 - $175.02 $7.26 Million - $8.33 Million
47,591 New
47,591 $7.62 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 $26.3B
  • 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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