Morgan Stanley Lpl Financial Holdings Inc. Transaction History

Morgan Stanley

$1.49 Trillion
Q2 2025

A detailed history of Morgan Stanley transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Morgan Stanley holds 1,373,997 shares of LPLA stock, worth $465 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,373,997

Previous 1,205,726 13.96%

Holding current value

$465 Million

Previous $394 Million 30.62%

% of portfolio

0.03%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 15, 2025	BUY	$283.31 - $388.96 $47.7 Million - $65.5 Million	168,271 Added 13.96%	1,373,997 $515 Million
Q1 2025 May 15, 2025	BUY	$308.87 - $383.33 $54.9 Million - $68.2 Million	177,880 Added 17.31%	1,205,726 $394 Million
Q4 2024 Feb 14, 2025	BUY	$229.85 - $335.91 $36.1 Million - $52.7 Million	156,998 Added 18.03%	1,027,846 $336 Million
Q3 2024 May 14, 2025	SELL	$193.0 - $282.1 $115 Million - $168 Million	-596,159 Reduced 40.64%	870,848 $203 Million
Q3 2024 Nov 14, 2024	SELL	$193.0 - $282.1 $115 Million - $168 Million	-596,159 Reduced 40.64%	870,848 $203 Million
Q2 2024 May 14, 2025	BUY	$256.41 - $288.82 $113 Million - $127 Million	439,161 Added 42.73%	1,467,007 $410 Million
Q2 2024 Oct 17, 2024	BUY	$256.41 - $288.82 $49 Million - $55.2 Million	191,111 Added 14.98%	1,467,007 $410 Million
Q2 2024 Aug 14, 2024	BUY	$256.41 - $288.82 $49 Million - $55.2 Million	191,111 Added 14.98%	1,467,007 $410 Million
Q1 2024 Oct 17, 2024	SELL	$230.75 - $273.77 $44.1 Million - $52.3 Million	-191,111 Reduced 13.03%	1,275,896 $337 Million
Q1 2024 Aug 16, 2024	BUY	$230.75 - $273.77 $173 Million - $205 Million	750,603 Added 142.89%	1,275,896 $337 Million
Q1 2024 May 15, 2024	BUY	$230.75 - $273.77 $173 Million - $205 Million	750,603 Added 142.89%	1,275,896 $337 Million
Q4 2023 Aug 16, 2024	SELL	$209.89 - $239.77 $198 Million - $226 Million	-941,714 Reduced 64.19%	525,293 $120 Million
Q4 2023 Feb 13, 2024	BUY	$209.89 - $239.77 $5.22 Million - $5.96 Million	24,861 Added 4.97%	525,293 $120 Million
Q3 2023 Nov 15, 2023	SELL	$218.49 - $247.52 $25.7 Million - $29.2 Million	-117,787 Reduced 19.05%	500,432 $119 Million
Q2 2023 Aug 14, 2023	SELL	$180.95 - $217.9 $14.5 Million - $17.5 Million	-80,199 Reduced 11.48%	618,219 $134 Million
Q1 2023 May 15, 2023	BUY	$192.0 - $255.57 $766,656 - $1.02 Million	3,993 Added 0.58%	698,418 $141 Million
Q4 2022 Feb 14, 2023	BUY	$206.94 - $269.62 $49.6 Million - $64.7 Million	239,867 Added 52.77%	694,425 $150 Million
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $9.13 Million - $12.3 Million	52,924 Added 13.18%	454,558 $99.3 Million
Q2 2022 Oct 27, 2022	BUY	$167.48 - $218.52 $33.2 Million - $43.4 Million	198,490 Added 97.71%	401,634 $74.1 Million
Q2 2022 Aug 15, 2022	BUY	$167.48 - $218.52 $33.2 Million - $43.4 Million	198,490 Added 97.71%	401,634 $74.1 Million
Q1 2022 Oct 27, 2022	SELL	$143.67 - $190.77 $28.5 Million - $37.9 Million	-198,490 Reduced 49.42%	203,144 $37.1 Million
Q1 2022 May 13, 2022	BUY	$143.67 - $190.77 $12.6 Million - $16.7 Million	87,399 Added 75.51%	203,144 $37.1 Million
Q4 2021 Feb 14, 2022	BUY	$152.65 - $175.02 $3.53 Million - $4.04 Million	23,108 Added 24.94%	115,745 $18.5 Million
Q3 2021 Nov 15, 2021	BUY	$127.58 - $161.13 $11.8 Million - $14.9 Million	92,637 New	92,637 $14.5 Million

Others Institutions Holding LPLA

# of Institutions

867

Shares Held

79.5M

Call Options Held

115K

Put Options Held

192K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $27B
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...

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