A detailed history of Merit Financial Group, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Merit Financial Group, LLC holds 1,082 shares of LPLA stock, worth $340,332. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,082
Holding current value
$340,332
% of portfolio
0.01%

Shares

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

Oct 17, 2024

BUY
$193.0 - $282.1 $208,826 - $305,232
1,082 New
1,082 $251,000
Q2 2023

Aug 01, 2023

SELL
$180.95 - $217.9 $16,104 - $19,393
-89 Reduced 4.47%
1,900 $413,000
Q1 2023

Apr 24, 2023

SELL
$192.0 - $255.57 $960 - $1,277
-5 Reduced 0.25%
1,989 $402,000
Q4 2022

Jan 13, 2023

BUY
$206.94 - $269.62 $77,809 - $101,377
376 Added 23.24%
1,994 $0
Q3 2022

Oct 31, 2022

SELL
$172.53 - $233.2 $46,755 - $63,197
-271 Reduced 14.35%
1,618 $354,000
Q2 2022

Aug 08, 2022

BUY
$167.48 - $218.52 $316,369 - $412,784
1,889 New
1,889 $348,000

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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