Shares

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

Feb 14, 2022

SELL
N/A
-36,528 Closed
0 $0
Q3 2021

Nov 15, 2021

SELL
N/A
-843 Reduced 2.26%
36,528 $579,000
Q2 2021

Aug 13, 2021

SELL
N/A
-32,411 Reduced 46.45%
37,371 $601,000
Q1 2021

May 14, 2021

BUY
N/A
4,705 Added 7.23%
69,782 $1.05 Million
Q4 2020

Feb 12, 2021

SELL
N/A
-1,204 Reduced 1.82%
65,077 $925,000
Q3 2020

Nov 09, 2020

BUY
N/A
579 Added 0.88%
66,281 $866,000
Q2 2020

Aug 13, 2020

SELL
N/A
-2,369 Reduced 3.48%
65,702 $839,000
Q1 2020

May 14, 2020

BUY
N/A
6,688 Added 10.9%
68,071 $766,000
Q4 2019

Feb 14, 2020

SELL
N/A
-11,898 Reduced 16.24%
61,383 $1.06 Million
Q3 2019

Nov 13, 2019

BUY
N/A
1,208 Added 1.68%
73,281 $1.23 Million
Q2 2019

Aug 09, 2019

SELL
N/A
-480 Reduced 0.66%
72,073 $1.2 Million
Q1 2019

May 08, 2019

SELL
N/A
-100 Reduced 0.14%
72,553 $1.17 Million
Q4 2018

Feb 07, 2019

SELL
N/A
-8,299 Reduced 10.25%
72,653 $974,000
Q3 2018

Nov 14, 2018

SELL
N/A
-6,541 Reduced 7.48%
80,952 $1.44 Million
Q2 2018

Aug 14, 2018

BUY
N/A
3,011 Added 3.56%
87,493 $1.44 Million
Q1 2018

May 15, 2018

BUY
N/A
19,099 Added 29.21%
84,482 $1.38 Million
Q4 2017

Feb 14, 2018

BUY
N/A
34,580 Added 112.26%
65,383 $1.15 Million
Q3 2017

Nov 14, 2017

SELL
N/A
-1,531 Reduced 4.73%
30,803 $519,000
Q2 2017

Aug 14, 2017

BUY
N/A
32,334
32,334 $520,000
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.