A detailed history of Harbour Investments, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Harbour Investments, Inc. holds 13 shares of LPLA stock, worth $4,121. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13
Previous 18 27.78%
Holding current value
$4,121
Previous $5,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024

SELL
$193.0 - $282.1 $965 - $1,410
-5 Reduced 27.78%
13 $3,000
Q2 2024

Jul 26, 2024

SELL
$256.41 - $288.82 $1,282 - $1,444
-5 Reduced 21.74%
18 $5,000
Q1 2024

Jul 22, 2024

BUY
$230.75 - $273.77 $2,538 - $3,011
11 Added 91.67%
23 $6,000
Q4 2023

Feb 16, 2024

BUY
$209.89 - $239.77 $1,049 - $1,198
5 Added 71.43%
12 $2,000
Q3 2023

Nov 15, 2023

BUY
$218.49 - $247.52 $1,310 - $1,485
6 Added 600.0%
7 $1,000
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $180 - $217
1 New
1 $0
Q4 2021

Feb 16, 2022

SELL
$152.65 - $175.02 $5,953 - $6,825
-39 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $255 - $322
2 Added 5.41%
39 $6,000
Q2 2021

Aug 16, 2021

SELL
$134.61 - $156.7 $2,692 - $3,134
-20 Reduced 35.09%
37 $5,000
Q1 2021

Aug 17, 2021

BUY
$103.11 - $146.29 $5,774 - $8,192
56 Added 5600.0%
57 $8,000
Q1 2021

May 12, 2021

BUY
$103.11 - $146.29 $103 - $146
1 New
1 $0

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 $25.3B
  • 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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