National Asset Management, Inc. Lpl Financial Holdings Inc. Transaction History

National Asset Management, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 19, 2024	SELL	$256.41 - $288.82 $336,153 - $378,643	-1,311 Reduced 59.29%	900 $251,000
Q1 2024 May 16, 2024	BUY	$230.75 - $273.77 $294,667 - $349,604	1,277 Added 136.72%	2,211 $584,000
Q4 2023 Mar 15, 2024	SELL	$209.89 - $239.77 $268,029 - $306,186	-1,277 Reduced 57.76%	934 $212,000
Q3 2023 Dec 01, 2023	BUY	$218.49 - $247.52 $187,464 - $212,372	858 Added 63.41%	2,211 $525,000
Q2 2023 Jul 27, 2023	SELL	$180.95 - $217.9 $31,123 - $37,478	-172 Reduced 11.28%	1,353 $294,000
Q1 2023 May 17, 2023	SELL	$192.0 - $255.57 $960 - $1,277	-5 Reduced 0.33%	1,525 $308,000
Q4 2022 Feb 21, 2023	SELL	$206.94 - $269.62 $92,709 - $120,789	-448 Reduced 22.65%	1,530 $330,000
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $52,449 - $70,892	304 Added 18.16%	1,978 $433,000
Q2 2022 Aug 12, 2022	BUY	$167.48 - $218.52 $73,858 - $96,367	441 Added 35.77%	1,674 $310,000
Q1 2022 May 02, 2022	BUY	$143.67 - $190.77 $177,145 - $235,219	1,233 New	1,233 $227,000

702

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.8B
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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