Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 14, 2020

SELL
N/A
-677,847 Closed
0 $0
Q3 2019

Nov 13, 2019

SELL
N/A
-21,006 Reduced 3.01%
677,847 $16.8 Million
Q2 2019

Aug 09, 2019

SELL
N/A
-13,642 Reduced 1.91%
698,853 $17.4 Million
Q1 2019

May 08, 2019

BUY
N/A
76,480 Added 12.02%
712,495 $17.7 Million
Q4 2018

Feb 07, 2019

BUY
N/A
74,969 Added 13.36%
636,015 $15.8 Million
Q3 2018

Nov 14, 2018

BUY
N/A
100,049 Added 21.7%
561,046 $13.9 Million
Q2 2018

Aug 14, 2018

BUY
N/A
29,907 Added 6.94%
460,997 $11.4 Million
Q1 2018

May 15, 2018

BUY
N/A
55,237 Added 14.7%
431,090 $10.7 Million
Q4 2017

Feb 14, 2018

BUY
N/A
37,187 Added 10.98%
375,853 $9.35 Million
Q3 2017

Nov 14, 2017

BUY
N/A
79,561 Added 30.71%
338,666 $8.48 Million
Q2 2017

Aug 14, 2017

BUY
N/A
259,105
259,105 $6.48 Million
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.