A detailed history of Metis Global Partners, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Metis Global Partners, LLC holds 945 shares of LPLA stock, worth $304,346. This represents 0.01% of its overall portfolio holdings.

Number of Shares
945
Previous 899 5.12%
Holding current value
$304,346
Previous $251,000 12.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 06, 2024

BUY
$193.0 - $282.1 $8,878 - $12,976
46 Added 5.12%
945 $219,000
Q2 2024

Aug 06, 2024

SELL
$256.41 - $288.82 $16,153 - $18,195
-63 Reduced 6.55%
899 $251,000
Q1 2024

May 06, 2024

SELL
$230.75 - $273.77 $253,825 - $301,147
-1,100 Reduced 53.35%
962 $254,000
Q4 2023

Feb 06, 2024

SELL
$209.89 - $239.77 $29,384 - $33,567
-140 Reduced 6.36%
2,062 $469,000
Q3 2023

Nov 07, 2023

BUY
$218.49 - $247.52 $25,563 - $28,959
117 Added 5.61%
2,202 $523,000
Q2 2023

Aug 07, 2023

BUY
$180.95 - $217.9 $4,704 - $5,665
26 Added 1.26%
2,085 $453,000
Q1 2023

May 08, 2023

BUY
$192.0 - $255.57 $122,304 - $162,798
637 Added 44.8%
2,059 $416,000
Q4 2022

Feb 07, 2023

BUY
$206.94 - $269.62 $294,268 - $383,399
1,422 New
1,422 $307,000

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 $25.7B
  • 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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