A detailed history of Lpl Financial LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 106,135 shares of LPLA stock, worth $33.7 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
106,135
Previous 100,458 5.65%
Holding current value
$33.7 Million
Previous $28.1 Million 11.96%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

BUY
$193.0 - $282.1 $1.1 Million - $1.6 Million
5,677 Added 5.65%
106,135 $24.7 Million
Q2 2024

Aug 07, 2024

BUY
$256.41 - $288.82 $3.05 Million - $3.43 Million
11,882 Added 13.41%
100,458 $28.1 Million
Q1 2024

May 10, 2024

BUY
$230.75 - $273.77 $1.97 Million - $2.34 Million
8,548 Added 10.68%
88,576 $23.4 Million
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $175,887 - $200,927
-838 Reduced 1.04%
80,028 $18.2 Million
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $1.69 Million - $1.92 Million
7,746 Added 10.59%
80,866 $19.2 Million
Q2 2023

Jul 31, 2023

SELL
$180.95 - $217.9 $7,780 - $9,369
-43 Reduced 0.06%
73,120 $15.9 Million
Q1 2023

May 10, 2023

SELL
$192.0 - $255.57 $503,040 - $669,593
-2,620 Reduced 3.46%
73,163 $14.8 Million
Q4 2022

Feb 07, 2023

BUY
$206.94 - $269.62 $2.32 Million - $3.02 Million
11,201 Added 17.34%
75,783 $16.4 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $61,075 - $82,552
354 Added 0.55%
64,582 $14.1 Million
Q2 2022

Aug 12, 2022

BUY
$167.48 - $218.52 $1.43 Million - $1.87 Million
8,538 Added 15.33%
64,228 $11.8 Million
Q1 2022

May 16, 2022

SELL
$143.67 - $190.77 $1.97 Million - $2.61 Million
-13,707 Reduced 19.75%
55,690 $10.2 Million
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $548,624 - $629,021
3,594 Added 5.46%
69,397 $11.1 Million
Q3 2021

Nov 15, 2021

SELL
$127.58 - $161.13 $15,182 - $19,174
-119 Reduced 0.18%
65,803 $10.3 Million
Q2 2021

Aug 13, 2021

SELL
$134.61 - $156.7 $437,886 - $509,745
-3,253 Reduced 4.7%
65,922 $8.9 Million
Q1 2021

May 14, 2021

BUY
$103.11 - $146.29 $12,166 - $17,262
118 Added 0.17%
69,175 $9.83 Million
Q4 2020

Feb 12, 2021

BUY
$76.15 - $104.25 $3.65 Million - $5 Million
47,926 Added 226.8%
69,057 $7.2 Million
Q3 2020

Nov 09, 2020

SELL
$74.14 - $85.09 $80,071 - $91,897
-1,080 Reduced 4.86%
21,131 $1.62 Million
Q2 2020

Aug 13, 2020

SELL
$48.65 - $85.54 $108,197 - $190,240
-2,224 Reduced 9.1%
22,211 $1.74 Million
Q1 2020

May 14, 2020

BUY
$39.02 - $98.86 $229,164 - $580,604
5,873 Added 31.64%
24,435 $1.33 Million
Q4 2019

Feb 14, 2020

BUY
$72.1 - $94.26 $22,855 - $29,880
317 Added 1.74%
18,562 $1.71 Million
Q3 2019

Nov 13, 2019

BUY
$70.66 - $87.4 $29,747 - $36,795
421 Added 2.36%
18,245 $1.49 Million
Q2 2019

Aug 09, 2019

SELL
$70.51 - $84.91 $58,029 - $69,880
-823 Reduced 4.41%
17,824 $1.45 Million
Q1 2019

May 08, 2019

SELL
$59.74 - $77.93 $92,537 - $120,713
-1,549 Reduced 7.67%
18,647 $1.3 Million
Q4 2018

Feb 07, 2019

BUY
$53.2 - $65.69 $106,985 - $132,102
2,011 Added 11.06%
20,196 $1.23 Million
Q3 2018

Nov 14, 2018

BUY
$63.88 - $69.99 $57,747 - $63,270
904 Added 5.23%
18,185 $1.17 Million
Q2 2018

Aug 14, 2018

SELL
$56.49 - $72.22 $27,454 - $35,098
-486 Reduced 2.74%
17,281 $1.13 Million
Q1 2018

May 15, 2018

SELL
$57.2 - $65.99 $608,665 - $702,199
-10,641 Reduced 37.46%
17,767 $1.09 Million
Q4 2017

Feb 14, 2018

SELL
$48.68 - $57.7 $62,407 - $73,971
-1,282 Reduced 4.32%
28,408 $1.62 Million
Q3 2017

Nov 14, 2017

BUY
$45.09 - $51.58 $1,307 - $1,495
29 Added 0.1%
29,690 $1.53 Million
Q2 2017

Aug 14, 2017

BUY
N/A
29,661
29,661 $1.26 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 $25.3B
  • 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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