A detailed history of Logan Capital Management Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Logan Capital Management Inc holds 44,608 shares of LPLA stock, worth $14 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
44,608
Previous 44,974 0.81%
Holding current value
$14 Million
Previous $11.9 Million 4.86%
% of portfolio
0.56%
Previous 0.53%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$256.41 - $288.82 $93,846 - $105,708
-366 Reduced 0.81%
44,608 $12.5 Million
Q1 2024

May 13, 2024

SELL
$230.75 - $273.77 $26,074 - $30,936
-113 Reduced 0.25%
44,974 $11.9 Million
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $153,429 - $175,271
-731 Reduced 1.6%
45,087 $10.3 Million
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $442,442 - $501,228
2,025 Added 4.62%
45,818 $10.9 Million
Q2 2023

Aug 14, 2023

SELL
$180.95 - $217.9 $389,766 - $469,356
-2,154 Reduced 4.69%
43,793 $9.52 Million
Q1 2023

May 12, 2023

BUY
$192.0 - $255.57 $908,544 - $1.21 Million
4,732 Added 11.48%
45,947 $9.3 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $387,184 - $504,459
1,871 Added 4.76%
41,215 $8.91 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $444,264 - $600,490
2,575 Added 7.0%
39,344 $8.6 Million
Q2 2022

Aug 11, 2022

BUY
$167.48 - $218.52 $5.39 Million - $7.03 Million
32,169 Added 699.33%
36,769 $6.78 Million
Q1 2020

May 14, 2020

SELL
$39.02 - $98.86 $507 - $1,285
-13 Reduced 0.28%
4,600 $250,000
Q4 2019

Feb 10, 2020

BUY
$72.1 - $94.26 $937 - $1,225
13 Added 0.28%
4,613 $426,000
Q4 2018

Feb 14, 2019

SELL
$53.2 - $65.69 $7,448 - $9,196
-140 Reduced 2.95%
4,600 $281,000
Q1 2018

May 14, 2018

BUY
$57.2 - $65.99 $8,008 - $9,238
140 Added 3.04%
4,740 $289,000
Q4 2017

Feb 12, 2018

SELL
$48.68 - $57.7 $104,662 - $124,055
-2,150 Reduced 31.85%
4,600 $263,000
Q2 2017

Aug 14, 2017

BUY
N/A
6,750
6,750 $287,000

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 $25.1B
  • 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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