A detailed history of Moody Lynn & Lieberson, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Moody Lynn & Lieberson, LLC holds 1,200 shares of LPLA stock, worth $386,472. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,200
Previous 1,800 33.33%
Holding current value
$386,472
Previous $502,000 44.42%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 23, 2024

SELL
$193.0 - $282.1 $115,800 - $169,260
-600 Reduced 33.33%
1,200 $279,000
Q4 2021

Jan 26, 2022

SELL
$152.65 - $175.02 $30,530 - $35,004
-200 Reduced 10.0%
1,800 $288,000
Q3 2021

Oct 26, 2021

BUY
$127.58 - $161.13 $255,160 - $322,260
2,000 New
2,000 $314,000

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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