A detailed history of Harvest Fund Management Co., LTD transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Harvest Fund Management Co., LTD holds 499 shares of LPLA stock, worth $139,405. This represents 0.01% of its overall portfolio holdings.

Number of Shares
499
Holding current value
$139,405
% of portfolio
0.01%

Shares

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

May 14, 2024

BUY
$230.75 - $273.77 $115,144 - $136,611
499 New
499 $131,000
Q3 2023

Nov 06, 2023

BUY
$218.49 - $247.52 $52,219 - $59,157
239 Added 724.24%
272 $65,000
Q4 2022

Feb 06, 2023

SELL
$206.94 - $269.62 $127,681 - $166,355
-617 Reduced 94.92%
33 $7,000
Q1 2022

May 12, 2022

BUY
$143.67 - $190.77 $90,943 - $120,757
633 Added 3723.53%
650 $118,000
Q4 2021

Feb 11, 2022

SELL
$152.65 - $175.02 $36,178 - $41,479
-237 Reduced 93.31%
17 $2,000
Q2 2021

Aug 11, 2021

SELL
$134.61 - $156.7 $32,171 - $37,451
-239 Reduced 48.48%
254 $35,000
Q1 2021

May 13, 2021

BUY
$103.11 - $146.29 $12,579 - $17,847
122 Added 32.88%
493 $70,000
Q4 2020

Feb 10, 2021

BUY
$76.15 - $104.25 $13,402 - $18,348
176 Added 90.26%
371 $38,000
Q3 2020

Nov 04, 2020

BUY
$74.14 - $85.09 $14,457 - $16,592
195 New
195 $15,000
Q1 2020

May 08, 2020

SELL
$39.02 - $98.86 $6,477 - $16,410
-166 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$72.1 - $94.26 $11,968 - $15,647
166 New
166 $59,000
Q4 2018

Feb 13, 2019

SELL
$53.2 - $65.69 $47,880 - $59,121
-900 Closed
0 $0
Q3 2018

Oct 31, 2018

BUY
$63.88 - $69.99 $34,048 - $37,304
533 Added 145.23%
900 $58,000
Q2 2018

Aug 03, 2018

BUY
$56.49 - $72.22 $20,731 - $26,504
367 New
367 $24,000

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 $22.3B
  • 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
Track This Portfolio

Track Harvest Fund Management Co., LTD Portfolio

Follow Harvest Fund Management Co., LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harvest Fund Management Co., LTD, based on Form 13F filings with the SEC.

News

Stay updated on Harvest Fund Management Co., LTD with notifications on news.