Navellier & Associates Inc Lpl Financial Holdings Inc. Transaction History

Navellier & Associates Inc

  • $705 Million
  • Q3 2024

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$256.41 - $288.82 $29,230 - $32,925
-114 Reduced 2.29%
4,874 $1.36 Million
Q1 2024

May 13, 2024
BUY
$230.75 - $273.77 $39,458 - $46,814
171 Added 3.55%
4,988 $1.32 Million
Q4 2023

Feb 08, 2024
BUY
$209.89 - $239.77 $122,575 - $140,025
584 Added 13.8%
4,817 $1.1 Million
Q3 2023

Nov 09, 2023
BUY
$218.49 - $247.52 $46,101 - $52,226
211 Added 5.25%
4,233 $1.01 Million
Q2 2023

Aug 07, 2023
BUY
$180.95 - $217.9 $62,970 - $75,829
348 Added 9.47%
4,022 $874,000
Q1 2023

May 12, 2023
BUY
$192.0 - $255.57 $25,728 - $34,246
134 Added 3.79%
3,674 $743,000
Q4 2022

Feb 02, 2023
SELL
$206.94 - $269.62 $103,883 - $135,349
-502 Reduced 12.42%
3,540 $765,000
Q3 2022

Nov 09, 2022
SELL
$172.53 - $233.2 $6,901 - $9,328
-40 Reduced 0.98%
4,042 $883,000
Q2 2022

Aug 12, 2022
BUY
$167.48 - $218.52 $1,172 - $1,529
7 Added 0.17%
4,082 $753,000
Q1 2022

Apr 29, 2022
SELL
$143.67 - $190.77 $103,586 - $137,545
-721 Reduced 15.03%
4,075 $744,000
Q4 2021

Feb 14, 2022
SELL
$152.65 - $175.02 $4,274 - $4,900
-28 Reduced 0.58%
4,796 $768,000
Q3 2021

Oct 28, 2021
SELL
$127.58 - $161.13 $11,482 - $14,501
-90 Reduced 1.83%
4,824 $756,000
Q2 2021

Aug 09, 2021
SELL
$134.61 - $156.7 $25,845 - $30,086
-192 Reduced 3.76%
4,914 $663,000
Q1 2021

May 12, 2021
SELL
$103.11 - $146.29 $7,836 - $11,118
-76 Reduced 1.47%
5,106 $726,000
Q4 2020

Feb 05, 2021
BUY
$76.15 - $104.25 $84,907 - $116,238
1,115 Added 27.42%
5,182 $540,000
Q3 2020

Nov 09, 2020
SELL
$74.14 - $85.09 $113,063 - $129,762
-1,525 Reduced 27.27%
4,067 $312,000
Q2 2020

Aug 12, 2020
SELL
$48.65 - $85.54 $15,373 - $27,030
-316 Reduced 5.35%
5,592 $438,000
Q1 2020

May 13, 2020
SELL
$39.02 - $98.86 $7,608 - $19,277
-195 Reduced 3.2%
5,908 $322,000
Q4 2019

Feb 12, 2020
SELL
$72.1 - $94.26 $26,100 - $34,122
-362 Reduced 5.6%
6,103 $563,000
Q3 2019

Oct 16, 2019
SELL
$70.66 - $87.4 $17,453 - $21,587
-247 Reduced 3.68%
6,465 $529,000
Q2 2019

Jul 17, 2019
SELL
$70.51 - $84.91 $8,743 - $10,528
-124 Reduced 1.81%
6,712 $547,000
Q1 2019

May 15, 2019
SELL
$59.74 - $77.93 $9,976 - $13,014
-167 Reduced 2.38%
6,836 $476,000
Q4 2018

Jan 15, 2019
SELL
$53.2 - $65.69 $13,938 - $17,210
-262 Reduced 3.61%
7,003 $428,000
Q3 2018

Nov 14, 2018
BUY
$63.88 - $69.99 $170,431 - $186,733
2,668 Added 58.04%
7,265 $469,000
Q2 2018

Aug 06, 2018
SELL
$56.49 - $72.22 $3,954 - $5,055
-70 Reduced 1.5%
4,597 $301,000
Q1 2018

May 21, 2018
SELL
$57.2 - $65.99 $7,264 - $8,380
-127 Reduced 2.65%
4,667 $285,000
Q4 2017

Feb 12, 2018
BUY
$48.68 - $57.7 $233,371 - $276,613
4,794
4,794 $274,000

Others Institutions Holding LPLA

# of Institutions
703
Shares Held
68.6M
Call Options Held
647K
Put Options Held
549K
View Full List

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $26.3B
  • 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...
More about LPLA
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