Hms Capital Management, LLC Lpl Financial Holdings Inc. Transaction History

Hms Capital Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 17, 2024	SELL	$209.89 - $239.77 $6,716 - $7,672	-32 Reduced 3.08%	1,008 $229,000
Q3 2023 Oct 19, 2023	SELL	$218.49 - $247.52 $37,361 - $42,325	-171 Reduced 14.12%	1,040 $247,000
Q2 2023 Aug 14, 2023	SELL	$180.95 - $217.9 $7,599 - $9,151	-42 Reduced 3.35%	1,211 $263,000
Q1 2023 Apr 13, 2023	SELL	$192.0 - $255.57 $16,512 - $21,979	-86 Reduced 6.42%	1,253 $253,000
Q4 2022 Jan 23, 2023	SELL	$206.94 - $269.62 $26,902 - $35,050	-130 Reduced 8.85%	1,339 $0
Q3 2022 Oct 12, 2022	BUY	$172.53 - $233.2 $253,446 - $342,570	1,469 New	1,469 $321,000

703

68.6M

647K

549K

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...

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