A detailed history of Hutchens & Kramer Investment Management Group, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Hutchens & Kramer Investment Management Group, LLC holds 907 shares of LPLA stock, worth $298,765. This represents 0.13% of its overall portfolio holdings.

Number of Shares
907
Previous 880 3.07%
Holding current value
$298,765
Previous $245,000 13.88%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 15, 2024

BUY
$193.0 - $282.1 $5,211 - $7,616
27 Added 3.07%
907 $211,000
Q2 2024

Jul 12, 2024

BUY
$256.41 - $288.82 $225,640 - $254,161
880 New
880 $245,000
Q3 2023

Oct 10, 2023

SELL
$218.49 - $247.52 $21,630 - $24,504
-99 Reduced 9.78%
913 $216,000
Q2 2023

Jul 18, 2023

BUY
$180.95 - $217.9 $723 - $871
4 Added 0.4%
1,012 $220,000
Q1 2023

Apr 10, 2023

SELL
$192.0 - $255.57 $1,728 - $2,300
-9 Reduced 0.88%
1,008 $204,000
Q4 2022

Jan 31, 2023

SELL
$206.94 - $269.62 $95,606 - $124,564
-462 Reduced 31.24%
1,017 $219,000
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $33,643 - $45,474
-195 Reduced 11.65%
1,479 $334,000
Q2 2022

Aug 15, 2022

SELL
$167.48 - $218.52 $12,226 - $15,951
-73 Reduced 4.18%
1,674 $303,000
Q4 2021

May 16, 2022

BUY
$152.65 - $175.02 $266,679 - $305,759
1,747 New
1,747 $326,000

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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