Lvw Advisors, LLC Lpl Financial Holdings Inc. Transaction History

Lvw Advisors, LLC

$862 Million
Q2 2025

A detailed history of Lvw Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Lvw Advisors, LLC holds 3,705 shares of LPLA stock, worth $1.24 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,705

Previous 3,919 5.46%

Holding current value

$1.24 Million

Previous $1.28 Million 8.35%

% of portfolio

0.16%

Previous 0.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$283.31 - $388.96 $60,628 - $83,237	-214 Reduced 5.46%	3,705 $1.39 Million
Q1 2025 Apr 09, 2025	SELL	$308.87 - $383.33 $77,835 - $96,599	-252 Reduced 6.04%	3,919 $1.28 Million
Q4 2024 Jan 16, 2025	BUY	$229.85 - $335.91 $19,077 - $27,880	83 Added 2.03%	4,171 $1.36 Million
Q3 2024 Oct 09, 2024	BUY	$193.0 - $282.1 $96,307 - $140,767	499 Added 13.9%	4,088 $951,000
Q2 2024 Jul 15, 2024	BUY	$256.41 - $288.82 $88,205 - $99,354	344 Added 10.6%	3,589 $1 Million
Q1 2024 Apr 17, 2024	BUY	$230.75 - $273.77 $14,075 - $16,699	61 Added 1.92%	3,245 $857,000
Q4 2023 Jan 12, 2024	BUY	$209.89 - $239.77 $4,407 - $5,035	21 Added 0.66%	3,184 $724,000
Q3 2023 Oct 10, 2023	SELL	$218.49 - $247.52 $73,849 - $83,661	-338 Reduced 9.65%	3,163 $751,000
Q1 2023 May 02, 2023	SELL	$192.0 - $255.57 $14,208 - $18,912	-74 Reduced 2.07%	3,501 $708,000
Q4 2022 Jan 18, 2023	SELL	$206.94 - $269.62 $323,447 - $421,416	-1,563 Reduced 30.42%	3,575 $0
Q3 2022 Oct 13, 2022	SELL	$172.53 - $233.2 $26,224 - $35,446	-152 Reduced 2.87%	5,138 $1.12 Million
Q2 2022 Jul 22, 2022	BUY	$167.48 - $218.52 $40,697 - $53,100	243 Added 4.81%	5,290 $976,000
Q1 2022 May 02, 2022	SELL	$143.67 - $190.77 $73,271 - $97,292	-510 Reduced 9.18%	5,047 $922,000
Q4 2021 Jan 26, 2022	SELL	$152.65 - $175.02 $3,358 - $3,850	-22 Reduced 0.39%	5,557 $890,000
Q3 2021 Nov 02, 2021	BUY	$127.58 - $161.13 $15,437 - $19,496	121 Added 2.22%	5,579 $875,000
Q2 2021 Jul 15, 2021	SELL	$134.61 - $156.7 $87,092 - $101,384	-647 Reduced 10.6%	5,458 $737,000
Q1 2021 Apr 19, 2021	BUY	$103.11 - $146.29 $629,486 - $893,100	6,105 New	6,105 $868,000

Others Institutions Holding LPLA

# of Institutions

873

Shares Held

79.2M

Call Options Held

115K

Put Options Held

192K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.6B
Description
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...

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