A detailed history of Hallmark Capital Management Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Hallmark Capital Management Inc holds 1,436 shares of LPLA stock, worth $334,200. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,436
Previous 1,562 8.07%
Holding current value
$334,200
Previous $412,000 2.67%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$256.41 - $288.82 $32,307 - $36,391
-126 Reduced 8.07%
1,436 $401,000
Q1 2024

May 03, 2024

BUY
$230.75 - $273.77 $51,457 - $61,050
223 Added 16.65%
1,562 $412,000
Q4 2023

Feb 07, 2024

BUY
$209.89 - $239.77 $3,987 - $4,555
19 Added 1.44%
1,339 $304,000
Q3 2023

Nov 09, 2023

BUY
$218.49 - $247.52 $9,176 - $10,395
42 Added 3.29%
1,320 $313,000
Q2 2023

Jul 28, 2023

BUY
$180.95 - $217.9 $231,254 - $278,476
1,278 New
1,278 $277,000

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 $18.6B
  • 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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