Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 16, 2022

SELL
N/A
-31,236 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
N/A
100 Added 0.32%
31,236 $4.26 Million
Q3 2021

Nov 15, 2021

BUY
N/A
11,353 Added 57.39%
31,136 $3.67 Million
Q2 2021

Aug 13, 2021

SELL
N/A
-206 Reduced 1.03%
19,783 $2.32 Million
Q1 2021

May 14, 2021

BUY
N/A
4,327 Added 27.63%
19,989 $2.03 Million
Q4 2020

Feb 12, 2021

BUY
N/A
2,228 Added 16.58%
15,662 $1.33 Million
Q3 2020

Nov 09, 2020

BUY
N/A
3,609 Added 36.73%
13,434 $987,000
Q2 2020

Aug 13, 2020

BUY
N/A
2,234 Added 29.43%
9,825 $837,000
Q1 2020

May 14, 2020

BUY
N/A
374 Added 5.18%
7,591 $566,000
Q4 2019

Feb 14, 2020

BUY
N/A
1,254 Added 21.03%
7,217 $929,000
Q3 2019

Nov 13, 2019

BUY
N/A
203 Added 3.52%
5,963 $812,000
Q2 2019

Aug 09, 2019

SELL
N/A
-57 Reduced 0.98%
5,760 $742,000
Q1 2019

May 08, 2019

BUY
N/A
1,365 Added 30.66%
5,817 $802,000
Q4 2018

Feb 07, 2019

BUY
N/A
482 Added 12.14%
4,452 $526,000
Q3 2018

Nov 14, 2018

BUY
N/A
1,035 Added 35.26%
3,970 $502,000
Q2 2018

Aug 14, 2018

BUY
N/A
384 Added 15.05%
2,935 $371,000
Q1 2018

May 15, 2018

BUY
N/A
410 Added 19.15%
2,551 $296,000
Q4 2017

Feb 14, 2018

SELL
N/A
-45 Reduced 2.06%
2,141 $284,000
Q3 2017

Nov 14, 2017

BUY
N/A
2,186
2,186 $272,000
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.