Ironwood Investment Counsel, LLC Lpl Financial Holdings Inc. Transaction History

Ironwood Investment Counsel, LLC

$569 Million
Q3 2024

A detailed history of Ironwood Investment Counsel, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ironwood Investment Counsel, LLC holds 1,460 shares of LPLA stock, worth $458,469. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,460

Previous 1,520 3.95%

Holding current value

$458,469

Previous $424,000 20.05%

% of portfolio

0.06%

Previous 0.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$193.0 - $282.1 $11,580 - $16,926	-60 Reduced 3.95%	1,460 $339,000
Q2 2024 Aug 05, 2024	SELL	$256.41 - $288.82 $134,615 - $151,630	-525 Reduced 25.67%	1,520 $424,000
Q4 2023 Feb 07, 2024	SELL	$209.89 - $239.77 $34,631 - $39,562	-165 Reduced 7.47%	2,045 $465,000
Q1 2023 May 11, 2023	BUY	$192.0 - $255.57 $14,400 - $19,167	75 Added 3.51%	2,210 $447,000
Q4 2022 Feb 01, 2023	SELL	$206.94 - $269.62 $171,760 - $223,784	-830 Reduced 27.99%	2,135 $461,000
Q3 2022 Nov 08, 2022	SELL	$172.53 - $233.2 $25,016 - $33,814	-145 Reduced 4.66%	2,965 $647,000
Q1 2022 May 09, 2022	SELL	$143.67 - $190.77 $53,876 - $71,538	-375 Reduced 10.76%	3,110 $568,000
Q4 2021 Feb 04, 2022	SELL	$152.65 - $175.02 $7,632 - $8,751	-50 Reduced 1.41%	3,485 $557,000
Q2 2021 Aug 06, 2021	SELL	$134.61 - $156.7 $5,384 - $6,268	-40 Reduced 1.12%	3,535 $477,000
Q1 2021 May 03, 2021	SELL	$103.11 - $146.29 $804,258 - $1.14 Million	-7,800 Reduced 68.57%	3,575 $508,000
Q4 2020 Feb 11, 2021	SELL	$76.15 - $104.25 $11,422 - $15,637	-150 Reduced 1.3%	11,375 $1.19 Million
Q3 2020 Nov 16, 2020	SELL	$74.14 - $85.09 $5,560 - $6,381	-75 Reduced 0.65%	11,525 $883,000
Q2 2020 Aug 11, 2020	SELL	$48.65 - $85.54 $1,459 - $2,566	-30 Reduced 0.26%	11,600 $909,000
Q1 2020 Apr 29, 2020	BUY	$39.02 - $98.86 $168,956 - $428,063	4,330 Added 59.32%	11,630 $633,000
Q3 2019 Nov 07, 2019	SELL	$70.66 - $87.4 $28,264 - $34,960	-400 Reduced 5.19%	7,300 $597,000
Q2 2019 Jul 29, 2019	SELL	$70.51 - $84.91 $14,102 - $16,982	-200 Reduced 2.53%	7,700 $628,000
Q2 2018 Jul 26, 2018	SELL	$56.49 - $72.22 $47,451 - $60,664	-840 Reduced 9.61%	7,900 $517,000
Q1 2018 Apr 30, 2018	SELL	$57.2 - $65.99 $155,298 - $179,162	-2,715 Reduced 23.7%	8,740 $533,000
Q4 2017 Feb 05, 2018	SELL	$48.68 - $57.7 $15,821 - $18,752	-325 Reduced 2.76%	11,455 $654,000
Q3 2017 Oct 30, 2017	SELL	$45.09 - $51.58 $119,263 - $136,429	-2,645 Reduced 18.34%	11,780 $607,000
Q2 2017 Aug 11, 2017	BUY	N/A	14,425	14,425 $612,000

Others Institutions Holding LPLA

# of Institutions

705

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 $25B
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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Ironwood Investment Counsel, LLC Lpl Financial Holdings Inc. Transaction History