A detailed history of Hm Payson & CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Hm Payson & CO holds 8,501 shares of LPLA stock, worth $2.79 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,501
Previous 207,475 95.9%
Holding current value
$2.79 Million
Previous $57.9 Million 96.59%
% of portfolio
0.03%
Previous 1.05%

Shares

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

Oct 28, 2024

SELL
$193.0 - $282.1 $38.4 Million - $56.1 Million
-198,974 Reduced 95.9%
8,501 $1.98 Million
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $3.17 Million - $3.57 Million
12,347 Added 6.33%
207,475 $57.9 Million
Q1 2024

Jun 20, 2024

BUY
$230.75 - $273.77 $23.1 Million - $27.4 Million
99,987 Added 105.09%
195,128 $51.6 Million
Q4 2023

Feb 13, 2024

SELL
$209.89 - $239.77 $28.1 Million - $32.1 Million
-133,792 Reduced 58.44%
95,141 $21.7 Million
Q3 2023

Nov 06, 2023

BUY
$218.49 - $247.52 $50 Million - $56.7 Million
228,933 New
228,933 $54.4 Million
Q2 2022

Aug 15, 2022

BUY
$167.48 - $218.52 $8,374 - $10,926
50 New
50 $9,000

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 $26.1B
  • 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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