A detailed history of High Point Advisor Group LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, High Point Advisor Group LLC holds 2,499 shares of LPLA stock, worth $823,170. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,499
Previous 2,395 4.34%
Holding current value
$823,170
Previous $668,000 13.02%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 04, 2024

BUY
$193.0 - $282.1 $20,072 - $29,338
104 Added 4.34%
2,499 $581,000
Q2 2024

Aug 08, 2024

BUY
$256.41 - $288.82 $43,589 - $49,099
170 Added 7.64%
2,395 $668,000
Q4 2023

Mar 26, 2024

SELL
$209.89 - $239.77 $121,736 - $139,066
-580 Reduced 20.68%
2,225 $506,000
Q2 2022

Aug 15, 2022

BUY
$167.48 - $218.52 $88,764 - $115,815
530 Added 23.3%
2,805 $495,000
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $34,574 - $43,666
271 Added 13.52%
2,275 $357,000
Q1 2021

Apr 12, 2021

BUY
$103.11 - $146.29 $206,632 - $293,165
2,004 New
2,004 $294,000

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 $26.3B
  • 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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