A detailed history of Ieq Capital, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ieq Capital, LLC holds 2,192 shares of LPLA stock, worth $716,455. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,192
Previous 1,784 22.87%
Holding current value
$716,455
Previous $498,000 2.41%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$193.0 - $282.1 $78,744 - $115,096
408 Added 22.87%
2,192 $510,000
Q2 2024

Aug 12, 2024

SELL
$256.41 - $288.82 $3,589 - $4,043
-14 Reduced 0.78%
1,784 $498,000
Q1 2024

May 08, 2024

SELL
$230.75 - $273.77 $5,076 - $6,022
-22 Reduced 1.21%
1,798 $475,000
Q4 2023

Feb 07, 2024

BUY
$209.89 - $239.77 $19,939 - $22,778
95 Added 5.51%
1,820 $414,000
Q3 2023

Nov 03, 2023

BUY
$218.49 - $247.52 $58,992 - $66,830
270 Added 18.56%
1,725 $409,000
Q2 2023

Aug 07, 2023

SELL
$180.95 - $217.9 $84,684 - $101,977
-468 Reduced 24.34%
1,455 $316,000
Q1 2023

May 01, 2023

SELL
$192.0 - $255.57 $26,112 - $34,757
-136 Reduced 6.61%
1,923 $389,000
Q4 2022

Feb 03, 2023

SELL
$206.94 - $269.62 $3,311 - $4,313
-16 Reduced 0.77%
2,059 $445,000
Q3 2022

Nov 03, 2022

BUY
$172.53 - $233.2 $64,698 - $87,450
375 Added 22.06%
2,075 $453,000
Q2 2022

Jul 27, 2022

BUY
$167.48 - $218.52 $77,710 - $101,393
464 Added 37.54%
1,700 $314,000
Q1 2022

Apr 26, 2022

BUY
$143.67 - $190.77 $177,576 - $235,791
1,236 New
1,236 $226,000

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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