Lpl Financial LLC Spdr S&P Kensho Intelligent St Transaction History

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

A detailed history of Lpl Financial LLC transactions in Spdr S&P Kensho Intelligent St stock. As of the latest transaction made, Lpl Financial LLC holds 12,207 shares of SIMS stock, worth $437,987. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,207
Previous 15,589 21.69%
Holding current value
$437,987
Previous $518,000 18.73%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$32.23 - $37.35 $109,001 - $126,317
-3,382 Reduced 21.69%
12,207 $421,000
Q2 2024

Aug 07, 2024
SELL
$31.78 - $35.62 $26,186 - $29,350
-824 Reduced 5.02%
15,589 $518,000
Q1 2024

May 10, 2024
SELL
$31.55 - $34.69 $149,357 - $164,222
-4,734 Reduced 22.39%
16,413 $568,000
Q4 2023

Feb 14, 2024
SELL
$28.32 - $35.09 $81,561 - $101,059
-2,880 Reduced 11.99%
21,147 $731,000
Q3 2023

Nov 13, 2023
SELL
$31.59 - $38.11 $35,854 - $43,254
-1,135 Reduced 4.51%
24,027 $764,000
Q2 2023

Jul 31, 2023
SELL
$31.62 - $36.22 $31 - $36
-1 Reduced -0.0%
25,162 $905,000
Q1 2023

May 10, 2023
SELL
$32.24 - $38.04 $36,366 - $42,909
-1,128 Reduced 4.29%
25,163 $871,000
Q4 2022

Feb 07, 2023
SELL
$30.98 - $36.56 $85,071 - $100,393
-2,746 Reduced 9.46%
26,291 $858,000
Q3 2022

Nov 14, 2022
SELL
$31.94 - $40.59 $341,821 - $434,394
-10,702 Reduced 26.93%
29,037 $935,000
Q2 2022

Aug 12, 2022
SELL
$32.01 - $41.75 $216,963 - $282,981
-6,778 Reduced 14.57%
39,739 $1.27 Million
Q1 2022

May 16, 2022
SELL
$37.18 - $45.87 $160,431 - $197,929
-4,315 Reduced 8.49%
46,517 $1.9 Million
Q4 2021

Feb 14, 2022
BUY
$43.17 - $49.72 $208,726 - $240,396
4,835 Added 10.51%
50,832 $2.31 Million
Q3 2021

Nov 15, 2021
BUY
$43.67 - $47.59 $312,327 - $340,363
7,152 Added 18.41%
45,997 $2.01 Million
Q2 2021

Aug 13, 2021
SELL
$44.25 - $48.78 $4.18 Million - $4.6 Million
-94,378 Reduced 70.84%
38,845 $1.86 Million
Q1 2021

May 14, 2021
BUY
$41.63 - $46.46 $867,194 - $967,808
20,831 Added 18.53%
133,223 $6.05 Million
Q4 2020

Feb 12, 2021
BUY
$32.28 - $42.26 $3.63 Million - $4.75 Million
112,392 New
112,392 $4.73 Million

Others Institutions Holding SIMS

# of Institutions
16
Shares Held
77.4K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P KENSHO INTELLIGENT ST

SIMS Quotes by TradingView
  • Ticker SIMS
  • Sector ETFs
  • Industry ETFs
More about SIMS
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.

Choose your preferred platform and Sign Up 👇 Telegram Email