Natixis Advisors, L.P. Lpl Financial Holdings Inc. Transaction History

Natixis Advisors, L.P.

$54.1 Billion
Q1 2025

A detailed history of Natixis Advisors, L.P. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Natixis Advisors, L.P. holds 60,392 shares of LPLA stock, worth $22.9 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

60,392

Previous 55,367 9.08%

Holding current value

$22.9 Million

Previous $18.1 Million 9.29%

% of portfolio

0.04%

Previous 0.03%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$308.87 - $383.33 $1.55 Million - $1.93 Million	5,025 Added 9.08%	60,392 $19.8 Million
Q4 2024 Feb 10, 2025	BUY	$229.85 - $335.91 $356,957 - $521,668	1,553 Added 2.89%	55,367 $18.1 Million
Q3 2024 Nov 06, 2024	SELL	$193.0 - $282.1 $1.12 Million - $1.64 Million	-5,817 Reduced 9.75%	53,814 $12.5 Million
Q2 2024 Aug 01, 2024	BUY	$256.41 - $288.82 $934,358 - $1.05 Million	3,644 Added 6.51%	59,631 $16.7 Million
Q1 2024 Apr 25, 2024	BUY	$230.75 - $273.77 $6.26 Million - $7.43 Million	27,144 Added 94.11%	55,987 $14.8 Million
Q4 2023 Feb 06, 2024	SELL	$209.89 - $239.77 $3.38 Million - $3.86 Million	-16,090 Reduced 35.81%	28,843 $6.57 Million
Q3 2023 Nov 13, 2023	SELL	$218.49 - $247.52 $388,693 - $440,338	-1,779 Reduced 3.81%	44,933 $10.7 Million
Q2 2023 Aug 15, 2023	BUY	$180.95 - $217.9 $473,003 - $569,590	2,614 Added 5.93%	46,712 $10.2 Million
Q1 2023 May 11, 2023	SELL	$192.0 - $255.57 $108,096 - $143,885	-563 Reduced 1.26%	44,098 $8.93 Million
Q4 2022 Jan 27, 2023	SELL	$206.94 - $269.62 $472,650 - $615,812	-2,284 Reduced 4.87%	44,661 $9.65 Million
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $1.25 Million - $1.69 Million	7,256 Added 18.28%	46,945 $10.3 Million
Q2 2022 Aug 12, 2022	BUY	$167.48 - $218.52 $2.53 Million - $3.3 Million	15,093 Added 61.36%	39,689 $7.32 Million
Q1 2022 May 12, 2022	SELL	$143.67 - $190.77 $5.39 Million - $7.16 Million	-37,528 Reduced 60.41%	24,596 $4.49 Million
Q4 2021 Feb 08, 2022	BUY	$152.65 - $175.02 $210,809 - $241,702	1,381 Added 2.27%	62,124 $9.95 Million
Q3 2021 Nov 15, 2021	BUY	$127.58 - $161.13 $135,745 - $171,442	1,064 Added 1.78%	60,743 $9.52 Million
Q2 2021 Aug 12, 2021	SELL	$134.61 - $156.7 $3.82 Million - $4.45 Million	-28,383 Reduced 32.23%	59,679 $8.06 Million
Q1 2021 May 05, 2021	SELL	$103.11 - $146.29 $1.41 Million - $2 Million	-13,698 Reduced 13.46%	88,062 $12.5 Million
Q4 2020 Feb 12, 2021	SELL	$76.15 - $104.25 $564,499 - $772,805	-7,413 Reduced 6.79%	101,760 $10.6 Million
Q3 2020 Nov 12, 2020	BUY	$74.14 - $85.09 $2.46 Million - $2.83 Million	33,222 Added 43.74%	109,173 $8.37 Million
Q2 2020 Aug 11, 2020	BUY	$48.65 - $85.54 $1.04 Million - $1.82 Million	21,293 Added 38.96%	75,951 $5.95 Million
Q1 2020 Apr 27, 2020	SELL	$39.02 - $98.86 $687,532 - $1.74 Million	-17,620 Reduced 24.38%	54,658 $2.98 Million
Q4 2019 Feb 10, 2020	BUY	$72.1 - $94.26 $1.16 Million - $1.52 Million	16,101 Added 28.66%	72,278 $6.67 Million
Q3 2019 Nov 12, 2019	SELL	$70.66 - $87.4 $1.92 Million - $2.38 Million	-27,237 Reduced 32.65%	56,177 $4.6 Million
Q2 2019 Aug 12, 2019	BUY	$70.51 - $84.91 $46,818 - $56,380	664 Added 0.8%	83,414 $6.8 Million
Q1 2019 May 15, 2019	BUY	$59.74 - $77.93 $78,498 - $102,400	1,314 Added 1.61%	82,750 $5.76 Million
Q4 2018 Feb 13, 2019	SELL	$53.2 - $65.69 $486,035 - $600,143	-9,136 Reduced 10.09%	81,436 $4.97 Million
Q3 2018 Nov 13, 2018	SELL	$63.88 - $69.99 $122,394 - $134,100	-1,916 Reduced 2.07%	90,572 $5.84 Million
Q2 2018 Aug 14, 2018	BUY	$56.49 - $72.22 $2.38 Million - $3.04 Million	42,058 Added 83.4%	92,488 $0
Q1 2018 May 10, 2018	SELL	$57.2 - $65.99 $93,178 - $107,497	-1,629 Reduced 3.13%	50,430 $3.08 Million
Q4 2017 Feb 14, 2018	SELL	$48.68 - $57.7 $106,949 - $126,766	-2,197 Reduced 4.05%	52,059 $2.98 Million
Q3 2017 Nov 14, 2017	BUY	$45.09 - $51.58 $2.45 Million - $2.8 Million	54,256	54,256 $2.8 Million

Others Institutions Holding LPLA

# of Institutions

863

Shares Held

76.1M

Call Options Held

240K

Put Options Held

375K

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 $30.3B
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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Natixis Advisors, L.P. Lpl Financial Holdings Inc. Transaction History