Loring Wolcott & Coolidge Fiduciary Advisors LLP Lpl Financial Holdings Inc. Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 12, 2021	SELL	$127.58 - $161.13 $1,786 - $2,255	-14 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$134.61 - $156.7 $1,884 - $2,193	14 New	14 $2,000
Q3 2017 Oct 27, 2017	SELL	$45.09 - $51.58 $5,636 - $6,447	-125 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	125	125 $0

Others Institutions Holding LPLA

# of Institutions

703

Shares Held

68.6M

Call Options Held

647K

Put Options Held

549K

Vanguard Group Inc Valley Forge, PA

7.28M
Shares

$2.34 Billion
0.03% of portfolio
Black Rock Inc. New York, NY

5.3M
Shares

$1.71 Billion
0.03% of portfolio
Boston Partners Boston, MA

3.1M
Shares

$998 Million
0.89% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

2.6M
Shares

$838 Million
1.39% of portfolio
Janus Henderson Group PLC London, X0

2.53M
Shares

$814 Million
0.31% of portfolio

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $25.7B
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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