A detailed history of Moran Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Moran Wealth Management, LLC holds 1,168 shares of LPLA stock, worth $322,379. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,168
Holding current value
$322,379
% of portfolio
0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$230.75 - $273.77 $269,516 - $319,763
1,168 New
1,168 $308,000
Q2 2023

Aug 10, 2023

SELL
$180.95 - $217.9 $60,256 - $72,560
-333 Reduced 3.57%
8,987 $1.95 Million
Q1 2023

May 10, 2023

BUY
$192.0 - $255.57 $1.37 Million - $1.82 Million
7,132 Added 325.96%
9,320 $1.89 Million
Q4 2022

Feb 13, 2023

BUY
$206.94 - $269.62 $452,784 - $589,928
2,188 New
2,188 $0

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 $22B
  • 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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