Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 14, 2022

SELL
N/A
-257,705 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
N/A
2,351 Added 0.92%
257,705 $2.39 Million
Q2 2021

Aug 13, 2021

SELL
N/A
-2,028 Reduced 0.79%
255,354 $2.2 Million
Q1 2021

May 14, 2021

BUY
N/A
8,472 Added 3.4%
257,382 $1.86 Million
Q4 2020

Feb 12, 2021

SELL
N/A
-27,703 Reduced 10.02%
248,910 $1.63 Million
Q3 2020

Nov 09, 2020

BUY
N/A
24,702 Added 9.81%
276,613 $1.51 Million
Q2 2020

Aug 13, 2020

BUY
N/A
60,094 Added 31.33%
251,911 $1.37 Million
Q1 2020

May 14, 2020

BUY
N/A
39,300 Added 25.77%
191,817 $948,000
Q4 2019

Feb 14, 2020

BUY
N/A
5,294 Added 3.6%
152,517 $1.23 Million
Q3 2019

Nov 13, 2019

BUY
N/A
9,782 Added 7.12%
147,223 $1.15 Million
Q2 2019

Aug 09, 2019

BUY
N/A
47,002 Added 51.97%
137,441 $1.12 Million
Q1 2019

May 08, 2019

SELL
N/A
-4,750 Reduced 4.99%
90,439 $711,000
Q4 2018

Feb 07, 2019

BUY
N/A
15,715 Added 19.77%
95,189 $645,000
Q3 2018

Nov 14, 2018

BUY
N/A
34,206 Added 75.56%
79,474 $699,000
Q2 2018

Aug 14, 2018

BUY
N/A
10,217 Added 29.15%
45,268 $383,000
Q1 2018

May 15, 2018

BUY
N/A
35,051 New
35,051 $292,000
Q4 2017

Feb 14, 2018

SELL
N/A
-16,024 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
N/A
4,756 Added 42.21%
16,024 $137,000
Q2 2017

Aug 14, 2017

BUY
N/A
11,268
11,268 $93,000
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.