A detailed history of Mercer Global Advisors Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Mercer Global Advisors Inc holds 3,318 shares of LPLA stock, worth $1.08 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,318
Previous 3,922 15.4%
Holding current value
$1.08 Million
Previous $1.1 Million 29.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$193.0 - $282.1 $116,572 - $170,388
-604 Reduced 15.4%
3,318 $772,000
Q2 2024

Aug 12, 2024

SELL
$256.41 - $288.82 $204,102 - $229,900
-796 Reduced 16.87%
3,922 $1.1 Million
Q1 2024

May 15, 2024

SELL
$230.75 - $273.77 $218,058 - $258,712
-945 Reduced 16.69%
4,718 $1.25 Million
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $352,825 - $403,053
1,681 Added 42.21%
5,663 $1.29 Million
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $296,927 - $336,379
1,359 Added 51.81%
3,982 $946,000
Q2 2023

Aug 14, 2023

SELL
$180.95 - $217.9 $12,666 - $15,253
-70 Reduced 2.6%
2,623 $570,000
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $28,992 - $38,591
-151 Reduced 5.31%
2,693 $545,000
Q4 2022

Feb 08, 2023

SELL
$206.94 - $269.62 $68,497 - $89,244
-331 Reduced 10.43%
2,844 $615,000
Q3 2022

Nov 15, 2022

BUY
$172.53 - $233.2 $7,246 - $9,794
42 Added 1.34%
3,175 $694,000
Q2 2022

Aug 10, 2022

BUY
$167.48 - $218.52 $80,557 - $105,108
481 Added 18.14%
3,133 $578,000
Q1 2022

May 10, 2022

BUY
$143.67 - $190.77 $381,012 - $505,922
2,652 New
2,652 $484,000

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 $25.9B
  • 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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