Independent Advisor Alliance Lpl Financial Holdings Inc. Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

A detailed history of Independent Advisor Alliance transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Independent Advisor Alliance holds 4,702 shares of LPLA stock, worth $1.51 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,702

Previous 3,750 25.39%

Holding current value

$1.51 Million

Previous $1.05 Million 4.49%

% of portfolio

0.04%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$193.0 - $282.1 $183,736 - $268,559	952 Added 25.39%	4,702 $1.09 Million
Q2 2024 Aug 12, 2024	SELL	$256.41 - $288.82 $55,128 - $62,096	-215 Reduced 5.42%	3,750 $1.05 Million
Q1 2024 May 08, 2024	SELL	$230.75 - $273.77 $9,922 - $11,772	-43 Reduced 1.07%	3,965 $1.05 Million
Q4 2023 Feb 08, 2024	SELL	$209.89 - $239.77 $193,308 - $220,828	-921 Reduced 18.69%	4,008 $912,000
Q3 2023 Oct 24, 2023	BUY	$218.49 - $247.52 $28,622 - $32,425	131 Added 2.73%	4,929 $1.17 Million
Q2 2023 Jul 28, 2023	BUY	$180.95 - $217.9 $52,837 - $63,626	292 Added 6.48%	4,798 $1.04 Million
Q1 2023 May 12, 2023	BUY	$192.0 - $255.57 $865,152 - $1.15 Million	4,506 New	4,506 $912,000
Q3 2022 Nov 04, 2022	SELL	$172.53 - $233.2 $16,390 - $22,154	-95 Reduced 2.83%	3,260 $712,000
Q2 2022 Aug 04, 2022	SELL	$167.48 - $218.52 $33,328 - $43,485	-199 Reduced 5.6%	3,355 $619,000
Q1 2022 May 06, 2022	SELL	$143.67 - $190.77 $7,039 - $9,347	-49 Reduced 1.36%	3,554 $649,000
Q4 2021 Feb 11, 2022	SELL	$152.65 - $175.02 $31,598 - $36,229	-207 Reduced 5.43%	3,603 $577,000
Q3 2021 Nov 01, 2021	BUY	$127.58 - $161.13 $60,983 - $77,020	478 Added 14.35%	3,810 $597,000
Q2 2021 Aug 12, 2021	BUY	$134.61 - $156.7 $19,383 - $22,564	144 Added 4.52%	3,332 $450,000
Q1 2021 May 14, 2021	SELL	$103.11 - $146.29 $113,111 - $160,480	-1,097 Reduced 25.6%	3,188 $453,000
Q4 2020 Feb 11, 2021	SELL	$76.15 - $104.25 $45,233 - $61,924	-594 Reduced 12.17%	4,285 $447,000
Q3 2020 Nov 04, 2020	SELL	$74.14 - $85.09 $94,454 - $108,404	-1,274 Reduced 20.71%	4,879 $374,000
Q2 2020 Aug 06, 2020	BUY	$48.65 - $85.54 $33,082 - $58,167	680 Added 12.42%	6,153 $482,000
Q1 2020 May 14, 2020	BUY	$39.02 - $98.86 $40,814 - $103,407	1,046 Added 23.63%	5,473 $298,000
Q4 2019 Feb 07, 2020	BUY	$72.1 - $94.26 $8,724 - $11,405	121 Added 2.81%	4,427 $408,000
Q3 2019 Nov 12, 2019	BUY	$70.66 - $87.4 $40,700 - $50,342	576 Added 15.44%	4,306 $353,000
Q2 2019 Aug 12, 2019	BUY	$70.51 - $84.91 $34,338 - $41,351	487 Added 15.02%	3,730 $304,000
Q1 2019 May 07, 2019	BUY	$59.74 - $77.93 $193,736 - $252,726	3,243 New	3,243 $226,000

Others Institutions Holding LPLA

# of Institutions

703

Shares Held

68.6M

Call Options Held

647K

Put Options Held

549K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $25.7B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Account

Independent Advisor Alliance Lpl Financial Holdings Inc. Transaction History