Meeder Asset Management Inc Lpl Financial Holdings Inc. Transaction History

Meeder Asset Management Inc

$1.48 Billion
Q3 2024

A detailed history of Meeder Asset Management Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Meeder Asset Management Inc holds 566 shares of LPLA stock, worth $186,440. This represents 0.01% of its overall portfolio holdings.

Number of Shares

566

Previous 26 2076.92%

Holding current value

$186,440

Previous $7,000 1771.43%

% of portfolio

0.01%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$193.0 - $282.1 $104,220 - $152,334	540 Added 2076.92%	566 $131,000
Q1 2024 May 07, 2024	BUY	$230.75 - $273.77 $5,999 - $7,118	26 New	26 $6,000
Q2 2023 Aug 11, 2023	BUY	$180.95 - $217.9 $774,646 - $932,829	4,281 New	4,281 $930,000
Q4 2022 Feb 14, 2023	BUY	$206.94 - $269.62 $1.17 Million - $1.53 Million	5,665 Added 70812.5%	5,673 $1.23 Million
Q2 2022 Aug 08, 2022	SELL	$167.48 - $218.52 $4,019 - $5,244	-24 Reduced 75.0%	8 $1,000
Q1 2022 May 10, 2022	SELL	$143.67 - $190.77 $240,216 - $318,967	-1,672 Reduced 98.12%	32 $6,000
Q4 2021 Feb 11, 2022	BUY	$152.65 - $175.02 $241,339 - $276,706	1,581 Added 1285.37%	1,704 $273,000
Q3 2021 Nov 08, 2021	SELL	$127.58 - $161.13 $10,971 - $13,857	-86 Reduced 41.15%	123 $19,000
Q2 2021 Aug 09, 2021	BUY	$134.61 - $156.7 $28,133 - $32,750	209 New	209 $28,000
Q3 2020 Nov 02, 2020	SELL	$74.14 - $85.09 $25,207 - $28,930	-340 Closed	0 $0
Q2 2020 Aug 11, 2020	SELL	$48.65 - $85.54 $440,282 - $774,137	-9,050 Reduced 96.38%	340 $26,000
Q1 2020 May 15, 2020	BUY	$39.02 - $98.86 $274,466 - $695,381	7,034 Added 298.56%	9,390 $511,000
Q4 2019 Feb 13, 2020	BUY	$72.1 - $94.26 $79,742 - $104,251	1,106 Added 88.48%	2,356 $217,000
Q3 2019 Oct 17, 2019	SELL	$70.66 - $87.4 $422,052 - $522,040	-5,973 Reduced 82.69%	1,250 $102,000
Q2 2019 Aug 05, 2019	SELL	$70.51 - $84.91 $462,827 - $557,349	-6,564 Reduced 47.61%	7,223 $590,000
Q1 2019 Apr 16, 2019	BUY	$59.74 - $77.93 $746,511 - $973,813	12,496 Added 967.93%	13,787 $960,000
Q4 2018 Jan 17, 2019	SELL	$53.2 - $65.69 $8,778 - $10,838	-165 Reduced 11.33%	1,291 $79,000
Q3 2018 Nov 02, 2018	SELL	$63.88 - $69.99 $349,870 - $383,335	-5,477 Reduced 79.0%	1,456 $0
Q2 2018 Jul 24, 2018	SELL	$56.49 - $72.22 $575,915 - $736,282	-10,195 Reduced 59.52%	6,933 $0
Q1 2018 May 03, 2018	BUY	$57.2 - $65.99 $917,030 - $1.06 Million	16,032 Added 1462.77%	17,128 $1.04 Million
Q4 2017 Feb 02, 2018	SELL	$48.68 - $57.7 $992,244 - $1.18 Million	-20,383 Reduced 94.9%	1,096 $63,000
Q3 2017 Oct 20, 2017	BUY	$45.09 - $51.58 $968,488 - $1.11 Million	21,479	21,479 $1.11 Million

Others Institutions Holding LPLA

# of Institutions

703

Shares Held

68.6M

Call Options Held

647K

Put Options Held

549K

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 $26.3B
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...

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Meeder Asset Management Inc Lpl Financial Holdings Inc. Transaction History