A detailed history of Janney Montgomery Scott LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Janney Montgomery Scott LLC holds 36,239 shares of LPLA stock, worth $11.8 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
36,239
Previous 36,756 1.41%
Holding current value
$11.8 Million
Previous $10.3 Million 17.88%
% of portfolio
0.02%
Previous 0.03%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$193.0 - $282.1 $99,781 - $145,845
-517 Reduced 1.41%
36,239 $8.43 Million
Q2 2024

Jul 25, 2024

BUY
$256.41 - $288.82 $525,896 - $592,369
2,051 Added 5.91%
36,756 $10.3 Million
Q1 2024

May 01, 2024

SELL
$230.75 - $273.77 $227,750 - $270,210
-987 Reduced 2.77%
34,705 $9.17 Million
Q4 2023

Feb 07, 2024

BUY
$209.89 - $239.77 $73,251 - $83,679
349 Added 0.99%
35,692 $8.12 Million
Q3 2023

Nov 08, 2023

BUY
$218.49 - $247.52 $246,675 - $279,450
1,129 Added 3.3%
35,343 $8.4 Million
Q2 2023

Jul 26, 2023

BUY
$180.95 - $217.9 $13,933 - $16,778
77 Added 0.23%
34,214 $7.44 Million
Q1 2023

Apr 28, 2023

BUY
$192.0 - $255.57 $130,752 - $174,043
681 Added 2.04%
34,137 $6.91 Million
Q4 2022

Feb 01, 2023

SELL
$206.94 - $269.62 $2.74 Million - $3.57 Million
-13,255 Reduced 28.38%
33,456 $7.23 Million
Q3 2022

Oct 25, 2022

SELL
$172.53 - $233.2 $142,337 - $192,390
-825 Reduced 1.74%
46,711 $10.2 Million
Q2 2022

Aug 03, 2022

SELL
$167.48 - $218.52 $322,566 - $420,869
-1,926 Reduced 3.89%
47,536 $8.78 Million
Q1 2022

May 04, 2022

SELL
$143.67 - $190.77 $87,351 - $115,988
-608 Reduced 1.21%
49,462 $9.04 Million
Q4 2021

Jan 27, 2022

SELL
$152.65 - $175.02 $41,368 - $47,430
-271 Reduced 0.54%
50,070 $8.02 Million
Q3 2021

Oct 29, 2021

BUY
$127.58 - $161.13 $244,826 - $309,208
1,919 Added 3.96%
50,341 $7.89 Million
Q2 2021

Jul 26, 2021

BUY
$134.61 - $156.7 $481,769 - $560,829
3,579 Added 7.98%
48,422 $6.54 Million
Q1 2021

Apr 27, 2021

BUY
$103.11 - $146.29 $4.28 Million - $6.08 Million
41,548 Added 1260.94%
44,843 $6.38 Million
Q4 2020

Jan 25, 2021

BUY
$76.15 - $104.25 $37,541 - $51,395
493 Added 17.59%
3,295 $343,000
Q3 2020

Nov 06, 2020

BUY
$74.14 - $85.09 $3,262 - $3,743
44 Added 1.6%
2,802 $215,000
Q2 2020

Jul 23, 2020

BUY
$48.65 - $85.54 $134,176 - $235,919
2,758 New
2,758 $216,000
Q4 2019

Jan 21, 2020

SELL
$72.1 - $94.26 $1.56 Million - $2.04 Million
-21,643 Closed
0 $0
Q3 2019

Oct 29, 2019

SELL
$70.66 - $87.4 $2.19 Million - $2.71 Million
-31,040 Reduced 58.92%
21,643 $1.77 Million
Q2 2019

Jul 29, 2019

BUY
$70.51 - $84.91 $1.86 Million - $2.24 Million
26,383 Added 100.32%
52,683 $4.3 Million
Q1 2019

Apr 30, 2019

BUY
$59.74 - $77.93 $704,693 - $919,262
11,796 Added 81.33%
26,300 $1.83 Million
Q4 2018

Feb 01, 2019

BUY
$53.2 - $65.69 $332,393 - $410,431
6,248 Added 75.68%
14,504 $886,000
Q3 2018

Nov 05, 2018

BUY
$63.88 - $69.99 $527,393 - $577,837
8,256 New
8,256 $533,000
Q1 2018

Apr 19, 2018

SELL
$57.2 - $65.99 $980,179 - $1.13 Million
-17,136 Closed
0 $0
Q4 2017

Feb 14, 2018

BUY
$48.68 - $57.7 $51,454 - $60,988
1,057 Added 6.57%
17,136 $979,000
Q3 2017

Nov 15, 2017

BUY
$45.09 - $51.58 $725,002 - $829,354
16,079
16,079 $829,000

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 $26B
  • 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

Track Janney Montgomery Scott LLC Portfolio

Follow Janney Montgomery Scott LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Janney Montgomery Scott LLC, based on Form 13F filings with the SEC.

News

Stay updated on Janney Montgomery Scott LLC with notifications on news.