Massachusetts Financial Services CO Lpl Financial Holdings Inc. Transaction History

Massachusetts Financial Services CO

$303 Billion
Q3 2025

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 3,242,353 shares of LPLA stock, worth $1.22 Billion. This represents 0.36% of its overall portfolio holdings.

Number of Shares

3,242,353

Previous 2,442,182 32.76%

Holding current value

$1.22 Billion

Previous $916 Million 17.79%

% of portfolio

0.36%

Previous 0.31%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$332.69 - $399.0 $266 Million - $319 Million	800,171 Added 32.76%	3,242,353 $1.08 Billion
Q2 2025 Aug 08, 2025	BUY	$283.31 - $388.96 $262 Million - $360 Million	926,122 Added 61.09%	2,442,182 $916 Million
Q1 2025 May 02, 2025	BUY	$308.87 - $383.33 $124 Million - $153 Million	400,352 Added 35.88%	1,516,060 $496 Million
Q4 2024 Feb 12, 2025	BUY	$229.85 - $335.91 $93.2 Million - $136 Million	405,341 Added 57.06%	1,115,708 $364 Million
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

# of Institutions

870

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 $30.1B
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...

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Massachusetts Financial Services CO Lpl Financial Holdings Inc. Transaction History