Iridian Asset Management LLC Lpl Financial Holdings Inc. Transaction History

Iridian Asset Management LLC

$304 Million
Q1 2025

A detailed history of Iridian Asset Management LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Iridian Asset Management LLC holds 20,901 shares of LPLA stock, worth $7.97 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

20,901

Previous 28,902 27.68%

Holding current value

$7.97 Million

Previous $9.44 Million 27.54%

% of portfolio

2.25%

Previous 2.63%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$308.87 - $383.33 $2.47 Million - $3.07 Million	-8,001 Reduced 27.68%	20,901 $6.84 Million
Q4 2024 Jan 28, 2025	SELL	$229.85 - $335.91 $12.4 Million - $18.1 Million	-53,932 Reduced 65.11%	28,902 $9.44 Million
Q3 2024 Oct 25, 2024	BUY	$193.0 - $282.1 $6.99 Million - $10.2 Million	36,212 Added 77.67%	82,834 $19.3 Million
Q2 2024 Jul 26, 2024	SELL	$256.41 - $288.82 $3.43 Million - $3.87 Million	-13,392 Reduced 22.31%	46,622 $13 Million
Q1 2024 May 01, 2024	SELL	$230.75 - $273.77 $32,535 - $38,601	-141 Reduced 0.23%	60,014 $15.9 Million
Q4 2023 Jan 26, 2024	BUY	$209.89 - $239.77 $6.35 Million - $7.26 Million	30,273 Added 101.31%	60,155 $13.7 Million
Q3 2023 Oct 30, 2023	SELL	$218.49 - $247.52 $9.17 Million - $10.4 Million	-41,989 Reduced 58.42%	29,882 $7.1 Million
Q2 2023 Aug 09, 2023	BUY	$180.95 - $217.9 $3.62 Million - $4.35 Million	19,986 Added 38.52%	71,871 $15.6 Million
Q1 2023 Apr 28, 2023	SELL	$192.0 - $255.57 $1.67 Million - $2.22 Million	-8,682 Reduced 14.33%	51,885 $10.5 Million
Q4 2022 Jan 31, 2023	SELL	$206.94 - $269.62 $6.15 Million - $8.02 Million	-29,728 Reduced 32.92%	60,567 $13.1 Million
Q3 2022 Nov 07, 2022	SELL	$172.53 - $233.2 $16.5 Million - $22.3 Million	-95,627 Reduced 51.43%	90,295 $19.7 Million
Q2 2022 Jul 29, 2022	SELL	$167.48 - $218.52 $2.31 Million - $3.01 Million	-13,785 Reduced 6.9%	185,922 $34.3 Million
Q1 2022 May 02, 2022	SELL	$143.67 - $190.77 $2.14 Million - $2.84 Million	-14,896 Reduced 6.94%	199,707 $36.5 Million
Q4 2021 Feb 10, 2022	SELL	$152.65 - $175.02 $40.9 Million - $46.9 Million	-268,046 Reduced 55.54%	214,603 $34.4 Million
Q3 2021 Nov 10, 2021	SELL	$127.58 - $161.13 $24.7 Million - $31.2 Million	-193,627 Reduced 28.63%	482,649 $75.7 Million
Q2 2021 Aug 11, 2021	BUY	$134.61 - $156.7 $3.95 Million - $4.6 Million	29,359 Added 4.54%	676,276 $91.3 Million
Q1 2021 May 11, 2021	BUY	$103.11 - $146.29 $66.7 Million - $94.6 Million	646,917 New	646,917 $92 Million

Others Institutions Holding LPLA

# of Institutions

863

Shares Held

76.1M

Call Options Held

240K

Put Options Held

375K

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 $30.4B
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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Iridian Asset Management LLC Lpl Financial Holdings Inc. Transaction History