A detailed history of Massachusetts Financial Services CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Massachusetts Financial Services CO holds 710,367 shares of LPLA stock, worth $234 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
710,367
Previous 884,630 19.7%
Holding current value
$234 Million
Previous $247 Million 33.09%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Nov 12, 2024

SELL
$193.0 - $282.1 $33.6 Million - $49.2 Million
-174,263 Reduced 19.7%
710,367 $165 Million
Q2 2024

Aug 09, 2024

BUY
$256.41 - $288.82 $23.1 Million - $26 Million
90,020 Added 11.33%
884,630 $247 Million
Q1 2024

May 14, 2024

BUY
$230.75 - $273.77 $48.7 Million - $57.8 Million
211,222 Added 36.21%
794,610 $210 Million
Q4 2023

Feb 08, 2024

BUY
$209.89 - $239.77 $3.17 Million - $3.62 Million
15,096 Added 2.66%
583,388 $133 Million
Q3 2023

Nov 08, 2023

BUY
$218.49 - $247.52 $117 Million - $133 Million
537,272 Added 1732.02%
568,292 $135 Million
Q2 2023

Aug 09, 2023

SELL
$180.95 - $217.9 $4.17 Million - $5.02 Million
-23,053 Reduced 42.63%
31,020 $6.74 Million
Q1 2023

May 10, 2023

BUY
$192.0 - $255.57 $1.89 Million - $2.52 Million
9,855 Added 22.29%
54,073 $10.9 Million
Q4 2022

Feb 13, 2023

BUY
$206.94 - $269.62 $9.15 Million - $11.9 Million
44,218 New
44,218 $9.56 Million
Q1 2020

May 14, 2020

SELL
$39.02 - $98.86 $208,522 - $528,307
-5,344 Closed
0 $0
Q4 2019

Feb 13, 2020

SELL
$72.1 - $94.26 $41,457 - $54,199
-575 Reduced 9.71%
5,344 $493,000
Q3 2019

Nov 05, 2019

BUY
$70.66 - $87.4 $46,706 - $57,771
661 Added 12.57%
5,919 $485,000
Q2 2019

Aug 14, 2019

BUY
$70.51 - $84.91 $51,754 - $62,323
734 Added 16.22%
5,258 $429,000
Q1 2019

May 13, 2019

BUY
$59.74 - $77.93 $9,916 - $12,936
166 Added 3.81%
4,524 $315,000
Q4 2018

Feb 08, 2019

BUY
$53.2 - $65.69 $18,141 - $22,400
341 Added 8.49%
4,358 $266,000
Q3 2018

Oct 25, 2018

BUY
$63.88 - $69.99 $256,605 - $281,149
4,017 New
4,017 $259,000

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 $26.3B
  • 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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