A detailed history of Kb Financial Partners, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Kb Financial Partners, LLC holds 3,796 shares of LPLA stock, worth $1.22 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,796
Previous 3,790 0.16%
Holding current value
$1.22 Million
Previous $824,000 9.47%
% of portfolio
0.26%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 15, 2023

BUY
$218.49 - $247.52 $1,310 - $1,485
6 Added 0.16%
3,796 $902,000
Q2 2023

Aug 14, 2023

SELL
$180.95 - $217.9 $1,809 - $2,179
-10 Reduced 0.26%
3,790 $824,000
Q1 2023

May 16, 2023

BUY
$192.0 - $255.57 $4,800 - $6,389
25 Added 0.66%
3,800 $769,000
Q4 2022

Feb 17, 2023

SELL
$206.94 - $269.62 $2,069 - $2,696
-10 Reduced 0.26%
3,775 $816,000
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $79,018 - $106,805
458 Added 13.77%
3,785 $827,000
Q2 2022

Aug 11, 2022

SELL
$167.48 - $218.52 $13,230 - $17,263
-79 Reduced 2.32%
3,327 $614,000
Q1 2022

May 17, 2022

BUY
$143.67 - $190.77 $46,261 - $61,427
322 Added 10.44%
3,406 $622,000
Q4 2021

Feb 18, 2022

SELL
$152.65 - $175.02 $136,927 - $156,992
-897 Reduced 22.53%
3,084 $494,000
Q3 2021

Nov 16, 2021

BUY
$127.58 - $161.13 $87,392 - $110,374
685 Added 20.78%
3,981 $624,000
Q2 2021

Aug 17, 2021

BUY
$134.61 - $156.7 $103,245 - $120,188
767 Added 30.33%
3,296 $445,000
Q1 2021

Jun 08, 2021

BUY
$103.11 - $146.29 $260,765 - $369,967
2,529 New
2,529 $360,000

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 $25.7B
  • 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
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