A detailed history of Laurel Wealth Advisors, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 2,194 shares of LPLA stock, worth $510,609. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,194
Previous 3,830 42.72%
Holding current value
$510,609
Previous $837,000 43.37%
% of portfolio
0.05%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

SELL
$206.94 - $269.62 $338,553 - $441,098
-1,636 Reduced 42.72%
2,194 $474,000
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $204,965 - $277,041
1,188 Added 44.97%
3,830 $837,000
Q2 2022

Aug 12, 2022

BUY
$167.48 - $218.52 $2,009 - $2,622
12 Added 0.46%
2,642 $487,000
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $401,469 - $460,302
2,630 New
2,630 $421,000

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 $18.6B
  • 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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