A detailed history of Great Diamond Partners, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Great Diamond Partners, LLC holds 1,411 shares of LPLA stock, worth $385,513. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,411
Previous 1,406 0.36%
Holding current value
$385,513
Previous $320,000 16.25%
% of portfolio
0.09%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$230.75 - $273.77 $1,153 - $1,368
5 Added 0.36%
1,411 $372,000
Q4 2023

Feb 07, 2024

SELL
$209.89 - $239.77 $25,396 - $29,012
-121 Reduced 7.92%
1,406 $320,000
Q3 2023

Oct 19, 2023

BUY
$218.49 - $247.52 $78,656 - $89,107
360 Added 30.85%
1,527 $362,000
Q2 2023

Jul 17, 2023

SELL
$180.95 - $217.9 $723 - $871
-4 Reduced 0.34%
1,167 $253,000
Q1 2023

May 04, 2023

SELL
$192.0 - $255.57 $960 - $1,277
-5 Reduced 0.43%
1,171 $237,000
Q4 2022

Feb 01, 2023

SELL
$206.94 - $269.62 $3,104 - $4,044
-15 Reduced 1.26%
1,176 $254,000
Q3 2022

Oct 24, 2022

SELL
$172.53 - $233.2 $345 - $466
-2 Reduced 0.17%
1,191 $260,000
Q2 2022

Jul 26, 2022

SELL
$167.48 - $218.52 $52,086 - $67,959
-311 Reduced 20.68%
1,193 $220,000
Q1 2022

May 05, 2022

BUY
$143.67 - $190.77 $4,166 - $5,532
29 Added 1.97%
1,504 $274,000
Q4 2021

Jan 26, 2022

BUY
$152.65 - $175.02 $4,884 - $5,600
32 Added 2.22%
1,475 $236,000
Q3 2021

Oct 21, 2021

BUY
$127.58 - $161.13 $184,097 - $232,510
1,443 New
1,443 $226,000
Q2 2021

Jul 26, 2021

SELL
$134.61 - $156.7 $197,876 - $230,348
-1,470 Closed
0 $0
Q1 2021

May 04, 2021

BUY
$103.11 - $146.29 $151,571 - $215,046
1,470 New
1,470 $208,000

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 $21.8B
  • 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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