Greenleaf Trust Lpl Financial Holdings Inc. Transaction History

Greenleaf Trust

$10.9 Billion
Q4 2024

A detailed history of Greenleaf Trust transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Greenleaf Trust holds 9,345 shares of LPLA stock, worth $3.42 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,345

Previous 9,323 0.24%

Holding current value

$3.42 Million

Previous $2.17 Million 40.66%

% of portfolio

0.03%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$229.85 - $335.91 $5,056 - $7,390	22 Added 0.24%	9,345 $3.05 Million
Q3 2024 Oct 22, 2024	BUY	$193.0 - $282.1 $1.8 Million - $2.63 Million	9,323 New	9,323 $2.17 Million
Q4 2023 Jan 31, 2024	SELL	$209.89 - $239.77 $629 - $719	-3 Reduced 0.16%	1,899 $432,000
Q3 2023 Nov 09, 2023	BUY	$218.49 - $247.52 $436 - $495	2 Added 0.11%	1,902 $452,000
Q2 2023 Aug 09, 2023	SELL	$180.95 - $217.9 $33,837 - $40,747	-187 Reduced 8.96%	1,900 $413,000
Q1 2023 May 11, 2023	SELL	$192.0 - $255.57 $1,536 - $2,044	-8 Reduced 0.38%	2,087 $422,000
Q4 2022 Jan 25, 2023	SELL	$206.94 - $269.62 $206 - $269	-1 Reduced 0.05%	2,095 $453,000
Q3 2022 Nov 10, 2022	SELL	$172.53 - $233.2 $3,795 - $5,130	-22 Reduced 1.04%	2,096 $458,000
Q2 2022 Aug 12, 2022	BUY	$167.48 - $218.52 $29,309 - $38,241	175 Added 9.01%	2,118 $391,000
Q1 2022 Apr 27, 2022	BUY	$143.67 - $190.77 $32,900 - $43,686	229 Added 13.36%	1,943 $355,000
Q4 2021 Feb 11, 2022	BUY	$152.65 - $175.02 $6,716 - $7,700	44 Added 2.63%	1,714 $274,000
Q1 2021 Apr 30, 2021	BUY	$103.11 - $146.29 $172,193 - $244,304	1,670 New	1,670 $237,000
Q2 2020 Aug 12, 2020	SELL	$48.65 - $85.54 $208,027 - $365,769	-4,276 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$39.02 - $98.86 $702 - $1,779	18 Added 0.42%	4,276 $233,000
Q1 2019 May 08, 2019	BUY	$59.74 - $77.93 $254,372 - $331,825	4,258 New	4,258 $297,000
Q4 2018 Feb 07, 2019	SELL	$53.2 - $65.69 $209,076 - $258,161	-3,930 Closed	0 $0
Q3 2018 Oct 29, 2018	BUY	$63.88 - $69.99 $251,048 - $275,060	3,930 New	3,930 $254,000

Others Institutions Holding LPLA

# of Institutions

730

Shares Held

68.4M

Call Options Held

647K

Put Options Held

558K

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 $29.2B
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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