A detailed history of Knights Of Columbus Asset Advisors LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Knights Of Columbus Asset Advisors LLC holds 14,609 shares of LPLA stock, worth $4.73 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
14,609
Previous 15,164 3.66%
Holding current value
$4.73 Million
Previous $4.24 Million 19.74%
% of portfolio
0.23%
Previous 0.28%

Shares

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

Nov 12, 2024

SELL
$193.0 - $282.1 $107,115 - $156,565
-555 Reduced 3.66%
14,609 $3.4 Million
Q2 2024

Jul 30, 2024

BUY
$256.41 - $288.82 $20,512 - $23,105
80 Added 0.53%
15,164 $4.24 Million
Q1 2024

May 10, 2024

BUY
$230.75 - $273.77 $1.31 Million - $1.55 Million
5,666 Added 60.16%
15,084 $3.99 Million
Q4 2023

Jan 31, 2024

BUY
$209.89 - $239.77 $26,446 - $30,211
126 Added 1.36%
9,418 $2.14 Million
Q3 2023

Nov 01, 2023

BUY
$218.49 - $247.52 $2.03 Million - $2.3 Million
9,292 New
9,292 $2.21 Million
Q4 2021

Feb 11, 2022

SELL
$152.65 - $175.02 $10.6 Million - $12.2 Million
-69,615 Closed
0 $0
Q3 2021

Nov 10, 2021

BUY
$127.58 - $161.13 $87,902 - $111,018
689 Added 1.0%
69,615 $10.9 Million
Q2 2021

Aug 12, 2021

BUY
$134.61 - $156.7 $3.39 Million - $3.95 Million
25,189 Added 57.59%
68,926 $9.3 Million
Q1 2021

May 17, 2021

BUY
$103.11 - $146.29 $216,737 - $307,501
2,102 Added 5.05%
43,737 $6.22 Million
Q4 2020

Feb 16, 2021

BUY
$76.15 - $104.25 $210,326 - $287,938
2,762 Added 7.11%
41,635 $4.34 Million
Q3 2020

Nov 13, 2020

BUY
$74.14 - $85.09 $184,312 - $211,533
2,486 Added 6.83%
38,873 $2.98 Million
Q2 2020

Aug 14, 2020

BUY
$48.65 - $85.54 $375,675 - $660,539
7,722 Added 26.94%
36,387 $2.85 Million
Q1 2020

May 15, 2020

SELL
$39.02 - $98.86 $650,112 - $1.65 Million
-16,661 Reduced 36.76%
28,665 $1.56 Million
Q4 2019

Feb 14, 2020

BUY
$72.1 - $94.26 $3.27 Million - $4.27 Million
45,326 New
45,326 $4.18 Million

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 $25.8B
  • 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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