A detailed history of Kestra Advisory Services, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 6,014 shares of LPLA stock, worth $1.98 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,014
Previous 6,537 8.0%
Holding current value
$1.98 Million
Previous $1.83 Million 23.34%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$193.0 - $282.1 $100,939 - $147,538
-523 Reduced 8.0%
6,014 $1.4 Million
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $44,615 - $50,254
174 Added 2.73%
6,537 $1.83 Million
Q1 2024

May 15, 2024

BUY
$230.75 - $273.77 $177,446 - $210,529
769 Added 13.75%
6,363 $1.68 Million
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $97,179 - $111,013
463 Added 9.02%
5,594 $1.27 Million
Q3 2023

Nov 09, 2023

SELL
$218.49 - $247.52 $261,751 - $296,528
-1,198 Reduced 18.93%
5,131 $1.22 Million
Q2 2023

Aug 11, 2023

BUY
$180.95 - $217.9 $104,951 - $126,382
580 Added 10.09%
6,329 $1.38 Million
Q1 2023

May 12, 2023

SELL
$192.0 - $255.57 $541,248 - $720,451
-2,819 Reduced 32.9%
5,749 $1.16 Million
Q4 2022

Jan 31, 2023

BUY
$206.94 - $269.62 $445,748 - $580,761
2,154 Added 33.58%
8,568 $1.85 Million
Q3 2022

Nov 01, 2022

BUY
$172.53 - $233.2 $28,294 - $38,244
164 Added 2.62%
6,414 $1.4 Billion
Q2 2022

Aug 12, 2022

BUY
$167.48 - $218.52 $247,367 - $322,754
1,477 Added 30.94%
6,250 $1.15 Million
Q1 2022

Apr 26, 2022

SELL
$143.67 - $190.77 $17,240 - $22,892
-120 Reduced 2.45%
4,773 $871,000
Q4 2021

Jan 20, 2022

BUY
$152.65 - $175.02 $71,745 - $82,259
470 Added 10.63%
4,893 $783,000
Q3 2021

Oct 19, 2021

BUY
$127.58 - $161.13 $145,696 - $184,010
1,142 Added 34.81%
4,423 $693,000
Q2 2021

Jul 28, 2021

BUY
$134.61 - $156.7 $101,361 - $117,995
753 Added 29.79%
3,281 $442,000
Q1 2021

May 10, 2021

BUY
$103.11 - $146.29 $260,662 - $369,821
2,528 New
2,528 $359,000

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 $26.3B
  • 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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