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 $1.48 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,702
Previous 3,750 25.39%
Holding current value
$1.48 Million
Previous $1.05 Million 4.49%
% of portfolio
0.04%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About LPL Financial Holdings Inc.


  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $25.1B
  • 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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