A detailed history of Jefferies Group LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Jefferies Group LLC holds 2,705 shares of LPLA stock, worth $849,424. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,705
Holding current value
$849,424
% of portfolio
0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Sep 21, 2023

SELL
$172.53 - $233.2 $2.98 Million - $4.03 Million
-17,295 Reduced 86.48%
2,705 $590,000
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $855,921 - $1.16 Million
4,961 New
4,961 $569,000
Q2 2022

Aug 15, 2022

SELL
$167.48 - $218.52 $3.35 Million - $4.37 Million
-20,000 Closed
0 $0
Q1 2022

Sep 21, 2023

BUY
$143.67 - $190.77 $2.66 Million - $3.53 Million
18,515 Added 1246.8%
20,000 $3.65 Million
Q1 2022

May 16, 2022

BUY
$143.67 - $190.77 $2.66 Million - $3.53 Million
18,515 Added 1246.8%
20,000 $3.65 Million
Q4 2021

Sep 21, 2023

SELL
$152.65 - $175.02 $431,236 - $494,431
-2,825 Reduced 65.55%
1,485 $237,000
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $431,236 - $494,431
-2,825 Reduced 65.55%
1,485 $238,000
Q3 2021

Sep 21, 2023

SELL
$127.58 - $161.13 $83,054 - $104,895
-651 Reduced 13.12%
4,310 $675,000
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $549,869 - $694,470
4,310 New
4,310 $676,000
Q1 2020

May 15, 2020

SELL
$39.02 - $98.86 $304,082 - $770,415
-7,793 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$72.1 - $94.26 $319,330 - $417,477
4,429 Added 131.66%
7,793 $719,000
Q3 2019

Nov 13, 2019

SELL
$70.66 - $87.4 $1.83 Million - $2.27 Million
-25,925 Reduced 88.51%
3,364 $276,000
Q2 2019

Aug 14, 2019

SELL
$70.51 - $84.91 $706,298 - $850,543
-10,017 Reduced 25.48%
29,289 $2.39 Million
Q1 2019

May 15, 2019

BUY
$59.74 - $77.93 $2.07 Million - $2.7 Million
34,605 Added 736.12%
39,306 $2.74 Million
Q4 2018

Feb 14, 2019

BUY
$53.2 - $65.69 $250,093 - $308,808
4,701 New
4,701 $287,000
Q3 2018

Nov 14, 2018

SELL
$63.88 - $69.99 $197,580 - $216,479
-3,093 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
$56.49 - $72.22 $174,723 - $223,376
3,093 New
3,093 $203,000

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 $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...
More about LPLA
Track This Portfolio

Track Jefferies Group LLC Portfolio

Follow Jefferies Group 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 Jefferies Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jefferies Group LLC with notifications on news.