Loomis Sayles & CO L P Lpl Financial Holdings Inc. Transaction History

Loomis Sayles & CO L P

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$218.49 - $247.52 $2,403 - $2,722	11 Added 44.0%	36 $9,000
Q2 2023 Aug 11, 2023	SELL	$180.95 - $217.9 $4,342 - $5,229	-24 Reduced 48.98%	25 $5,000
Q1 2023 May 11, 2023	SELL	$192.0 - $255.57 $2,688 - $3,577	-14 Reduced 22.22%	49 $10,000
Q4 2022 Feb 10, 2023	BUY	$206.94 - $269.62 $11,174 - $14,559	54 Added 600.0%	63 $14,000
Q2 2022 Aug 05, 2022	BUY	$167.48 - $218.52 $1,507 - $1,966	9 New	9 $2,000
Q1 2020 May 15, 2020	SELL	$39.02 - $98.86 $283,168 - $717,427	-7,257 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$72.1 - $94.26 $2.69 Million - $3.52 Million	-37,305 Reduced 83.71%	7,257 $670,000
Q3 2019 Nov 13, 2019	BUY	$70.66 - $87.4 $786,092 - $972,325	11,125 Added 33.27%	44,562 $3.65 Million
Q1 2019 May 15, 2019	BUY	$59.74 - $77.93 $2 Million - $2.61 Million	33,437 New	33,437 $2.33 Million

703

68.6M

647K

549K

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...

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