A detailed history of Icon Advisers Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Icon Advisers Inc holds 32,583 shares of LPLA stock, worth $10.7 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
32,583
Previous 45,282 28.04%
Holding current value
$10.7 Million
Previous $12.6 Million 40.04%
% of portfolio
1.68%
Previous 2.96%

Shares

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

Nov 13, 2024

SELL
$193.0 - $282.1 $2.45 Million - $3.58 Million
-12,699 Reduced 28.04%
32,583 $7.58 Million
Q2 2024

Aug 14, 2024

SELL
$256.41 - $288.82 $89,743 - $101,087
-350 Reduced 0.77%
45,282 $12.6 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $258,795 - $349,800
-1,500 Reduced 3.18%
45,632 $9.97 Million
Q2 2022

Aug 11, 2022

SELL
$167.48 - $218.52 $301,464 - $393,336
-1,800 Reduced 3.68%
47,132 $8.7 Million
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $81,209 - $93,110
532 Added 1.1%
48,932 $7.83 Million
Q3 2021

Nov 02, 2021

BUY
$127.58 - $161.13 $6.17 Million - $7.8 Million
48,400 New
48,400 $7.59 Million

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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