Intech Investment Management LLC Lpl Financial Holdings Inc. Transaction History

Intech Investment Management LLC

$10 Billion
Q4 2024

A detailed history of Intech Investment Management LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Intech Investment Management LLC holds 6,813 shares of LPLA stock, worth $2.55 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,813

Previous 91,999 92.59%

Holding current value

$2.55 Million

Previous $21.4 Million 89.61%

% of portfolio

0.02%

Previous 0.24%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$229.85 - $335.91 $19.6 Million - $28.6 Million	-85,186 Reduced 92.59%	6,813 $2.22 Million
Q3 2024 Nov 08, 2024	BUY	$193.0 - $282.1 $12.9 Million - $18.9 Million	66,932 Added 267.01%	91,999 $21.4 Million
Q2 2024 Aug 12, 2024	SELL	$256.41 - $288.82 $4.3 Million - $4.85 Million	-16,783 Reduced 40.1%	25,067 $7 Million
Q1 2024 May 10, 2024	BUY	$230.75 - $273.77 $2.7 Million - $3.2 Million	11,703 Added 38.82%	41,850 $11.1 Million
Q4 2023 Oct 18, 2024	SELL	$209.89 - $239.77 $554,319 - $633,232	-2,641 Reduced 8.05%	30,147 $6.86 Million
Q4 2023 Feb 09, 2024	SELL	$209.89 - $239.77 $554,319 - $633,232	-2,641 Reduced 8.05%	30,147 $6.86 Million
Q3 2023 Oct 18, 2024	BUY	$218.49 - $247.52 $2.21 Million - $2.5 Million	10,119 Added 44.64%	32,788 $7.79 Million
Q3 2023 Nov 13, 2023	BUY	$218.49 - $247.52 $2.21 Million - $2.5 Million	10,119 Added 44.64%	32,788 $7.79 Million
Q2 2023 Oct 18, 2024	BUY	$180.95 - $217.9 $167,559 - $201,775	926 Added 4.26%	22,669 $4.93 Million
Q2 2023 Aug 09, 2023	BUY	$180.95 - $217.9 $167,559 - $201,775	926 Added 4.26%	22,669 $4.93 Million
Q1 2023 Oct 18, 2024	SELL	$192.0 - $255.57 $638,208 - $849,514	-3,324 Reduced 13.26%	21,743 $4.4 Million
Q1 2023 May 10, 2023	SELL	$192.0 - $255.57 $843,456 - $1.12 Million	-4,393 Reduced 16.81%	21,743 $4.4 Million
Q4 2022 Oct 18, 2024	SELL	$206.94 - $269.62 $648,756 - $845,258	-3,135 Reduced 10.71%	26,136 $5.65 Million
Q4 2022 Feb 09, 2023	SELL	$206.94 - $269.62 $648,756 - $845,258	-3,135 Reduced 10.71%	26,136 $5.65 Million
Q3 2022 Oct 18, 2024	BUY	$172.53 - $233.2 $725,316 - $980,372	4,204 Added 16.77%	29,271 $6.4 Million
Q3 2022 Nov 10, 2022	BUY	$172.53 - $233.2 $4.4 Million - $5.95 Million	25,520 Added 680.35%	29,271 $6.4 Million
Q2 2022 Aug 10, 2022	BUY	$167.48 - $218.52 $628,217 - $819,668	3,751 New	3,751 $692,000

Others Institutions Holding LPLA

# of Institutions

771

Shares Held

70.2M

Call Options Held

545K

Put Options Held

525K

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 $29.8B
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...

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Intech Investment Management LLC Lpl Financial Holdings Inc. Transaction History