Mackenzie Financial Corp Lpl Financial Holdings Inc. Transaction History

Mackenzie Financial Corp

$71.6 Billion
Q2 2025

A detailed history of Mackenzie Financial Corp transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Mackenzie Financial Corp holds 4,968 shares of LPLA stock, worth $1.68 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,968

Previous 4,433 12.07%

Holding current value

$1.68 Million

Previous $1.45 Million 28.41%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$283.31 - $388.96 $151,570 - $208,093	535 Added 12.07%	4,968 $1.86 Million
Q1 2025 May 07, 2025	BUY	$308.87 - $383.33 $245,242 - $304,364	794 Added 21.82%	4,433 $1.45 Million
Q4 2024 Feb 14, 2025	SELL	$229.85 - $335.91 $11,492 - $16,795	-50 Reduced 1.36%	3,639 $1.19 Million
Q3 2024 Nov 13, 2024	SELL	$193.0 - $282.1 $1.35 Million - $1.98 Million	-7,007 Reduced 65.51%	3,689 $858,000
Q2 2024 Aug 14, 2024	BUY	$256.41 - $288.82 $71,281 - $80,291	278 Added 2.67%	10,696 $2.99 Million
Q1 2024 May 10, 2024	BUY	$230.75 - $273.77 $923 - $1,095	4 Added 0.04%	10,418 $2.75 Million
Q4 2023 Jan 30, 2024	BUY	$209.89 - $239.77 $171,060 - $195,412	815 Added 8.49%	10,414 $2.37 Million
Q3 2023 Oct 25, 2023	BUY	$218.49 - $247.52 $262,406 - $297,271	1,201 Added 14.3%	9,599 $2.28 Million
Q2 2023 Aug 03, 2023	SELL	$180.95 - $217.9 $936,235 - $1.13 Million	-5,174 Reduced 38.12%	8,398 $1.83 Million
Q1 2023 Apr 24, 2023	BUY	$192.0 - $255.57 $1.85 Million - $2.46 Million	9,627 Added 244.03%	13,572 $2.75 Million
Q4 2022 Feb 14, 2023	SELL	$206.94 - $269.62 $56,494 - $73,606	-273 Reduced 6.47%	3,945 $852,000
Q3 2022 Oct 07, 2022	SELL	$172.53 - $233.2 $9,834 - $13,292	-57 Reduced 1.33%	4,218 $922,000
Q2 2022 Aug 10, 2022	BUY	$167.48 - $218.52 $467,771 - $610,326	2,793 Added 188.46%	4,275 $789,000
Q1 2022 May 13, 2022	BUY	$143.67 - $190.77 $212,918 - $282,721	1,482 New	1,482 $271,000
Q1 2021 May 14, 2021	SELL	$103.11 - $146.29 $1.5 Million - $2.13 Million	-14,529 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$76.15 - $104.25 $238,425 - $326,406	3,131 Added 27.47%	14,529 $1.51 Million
Q2 2020 Aug 13, 2020	SELL	$48.65 - $85.54 $3,843 - $6,757	-79 Reduced 0.69%	11,398 $893,000
Q1 2020 May 14, 2020	BUY	$39.02 - $98.86 $7,843 - $19,870	201 Added 1.78%	11,477 $624,000
Q4 2019 Feb 13, 2020	SELL	$72.1 - $94.26 $18,890 - $24,696	-262 Reduced 2.27%	11,276 $1.04 Million
Q3 2019 Nov 14, 2019	BUY	$70.66 - $87.4 $154,392 - $190,969	2,185 Added 23.36%	11,538 $945,000
Q2 2019 Aug 14, 2019	SELL	$70.51 - $84.91 $1.05 Million - $1.27 Million	-14,941 Reduced 61.5%	9,353 $763,000
Q1 2019 May 15, 2019	BUY	$59.74 - $77.93 $1.45 Million - $1.89 Million	24,294 New	24,294 $1.69 Million

Others Institutions Holding LPLA

# of Institutions

869

Shares Held

80M

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 $27B
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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Mackenzie Financial Corp Lpl Financial Holdings Inc. Transaction History