Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 14, 2021

SELL
N/A
-178,324 Closed
0 $0
Q4 2020

Feb 12, 2021

SELL
N/A
-45,655 Reduced 20.38%
178,324 $540,000
Q3 2020

Nov 09, 2020

SELL
N/A
-104,161 Reduced 31.74%
223,979 $1.01 Million
Q2 2020

Aug 13, 2020

SELL
N/A
-28,710 Reduced 8.05%
328,140 $1.59 Million
Q1 2020

May 14, 2020

BUY
N/A
225,004 Added 170.66%
356,850 $2.47 Million
Q4 2019

Feb 14, 2020

SELL
N/A
-138,229 Reduced 51.18%
131,846 $707,000
Q3 2019

Nov 13, 2019

BUY
N/A
142,283 Added 111.34%
270,075 $1.78 Million
Q2 2019

Aug 09, 2019

BUY
N/A
29,651 Added 30.21%
127,792 $815,000
Q1 2019

May 08, 2019

SELL
N/A
-134,245 Reduced 57.77%
98,141 $672,000
Q4 2018

Feb 07, 2019

BUY
N/A
122,690 Added 111.85%
232,386 $1.96 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-20,185 Reduced 15.54%
109,696 $807,000
Q2 2018

Aug 14, 2018

BUY
N/A
15,598 Added 13.65%
129,881 $1.01 Million
Q1 2018

May 15, 2018

SELL
N/A
-17,133 Reduced 13.04%
114,283 $944,000
Q4 2017

Feb 14, 2018

BUY
N/A
82,609 Added 169.26%
131,416 $1.03 Million
Q3 2017

Nov 14, 2017

SELL
N/A
-650 Reduced 1.31%
48,807 $410,000
Q2 2017

Aug 14, 2017

BUY
N/A
49,457
49,457 $423,000
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.