A detailed history of Mai Capital Management transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Mai Capital Management holds 2,676 shares of LPLA stock, worth $842,324. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,676
Previous 6,100 56.13%
Holding current value
$842,324
Previous $1.7 Million 63.48%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 07, 2024

SELL
$193.0 - $282.1 $660,832 - $965,910
-3,424 Reduced 56.13%
2,676 $622,000
Q2 2024

Aug 12, 2024

BUY
$256.41 - $288.82 $6,153 - $6,931
24 Added 0.39%
6,100 $1.7 Million
Q1 2024

May 08, 2024

SELL
$230.75 - $273.77 $11,306 - $13,414
-49 Reduced 0.8%
6,076 $1.61 Million
Q4 2023

Feb 09, 2024

SELL
$209.89 - $239.77 $21,828 - $24,936
-104 Reduced 1.67%
6,125 $1.39 Million
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $12,672 - $14,356
58 Added 0.94%
6,229 $1.48 Million
Q2 2023

Aug 02, 2023

SELL
$180.95 - $217.9 $366,242 - $441,029
-2,024 Reduced 24.7%
6,171 $1.34 Million
Q1 2023

May 10, 2023

BUY
$192.0 - $255.57 $842,688 - $1.12 Million
4,389 Added 115.32%
8,195 $1.66 Million
Q4 2022

Feb 09, 2023

BUY
$206.94 - $269.62 $100,779 - $131,304
487 Added 14.67%
3,806 $822,000
Q3 2022

Nov 15, 2022

BUY
$172.53 - $233.2 $220,320 - $297,796
1,277 Added 62.54%
3,319 $725,000
Q2 2022

Jul 19, 2022

BUY
$167.48 - $218.52 $6,866 - $8,959
41 Added 2.05%
2,042 $377,000
Q1 2022

May 10, 2022

SELL
$143.67 - $190.77 $301,132 - $399,853
-2,096 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$152.65 - $175.02 $17,249 - $19,777
-113 Reduced 5.12%
2,096 $336,000
Q3 2021

Nov 12, 2021

BUY
$127.58 - $161.13 $16,330 - $20,624
128 Added 6.15%
2,209 $346,000
Q2 2021

Jul 19, 2021

BUY
$134.61 - $156.7 $50,613 - $58,919
376 Added 22.05%
2,081 $281,000
Q1 2021

May 10, 2021

BUY
$103.11 - $146.29 $175,802 - $249,424
1,705 New
1,705 $242,000

Others Institutions Holding LPLA

About LPL Financial Holdings Inc.


  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $25.1B
  • 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...
More about LPLA
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