A detailed history of National Asset Management, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, National Asset Management, Inc. holds 900 shares of LPLA stock, worth $294,165. This represents 0.01% of its overall portfolio holdings.

Number of Shares
900
Previous 2,211 59.29%
Holding current value
$294,165
Previous $584,000 57.02%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 $26.1B
  • 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
Track This Portfolio

Track National Asset Management, Inc. Portfolio

Follow National Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of National Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on National Asset Management, Inc. with notifications on news.