A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 2,479 shares of LPLA stock, worth $858,254. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,479
Previous 2,416 2.61%
Holding current value
$858,254
Previous $562,000 43.95%
% of portfolio
0.03%
Previous 0.02%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$229.85 - $335.91 $14,480 - $21,162
63 Added 2.61%
2,479 $809,000
Q3 2024

Nov 08, 2024

BUY
$193.0 - $282.1 $8,106 - $11,848
42 Added 1.77%
2,416 $562,000
Q2 2024

Aug 13, 2024

SELL
$256.41 - $288.82 $77,692 - $87,512
-303 Reduced 11.32%
2,374 $663,000
Q1 2024

Apr 30, 2024

BUY
$230.75 - $273.77 $24,690 - $29,293
107 Added 4.16%
2,677 $707,000
Q4 2023

Jan 30, 2024

BUY
$209.89 - $239.77 $155,318 - $177,429
740 Added 40.44%
2,570 $584,000
Q3 2023

Oct 17, 2023

SELL
$218.49 - $247.52 $66,420 - $75,246
-304 Reduced 14.25%
1,830 $434,000
Q2 2023

Jul 19, 2023

BUY
$180.95 - $217.9 $23,704 - $28,544
131 Added 6.54%
2,134 $463,000
Q1 2023

May 10, 2023

SELL
$192.0 - $255.57 $44,928 - $59,803
-234 Reduced 10.46%
2,003 $405,000
Q4 2022

Feb 14, 2023

SELL
$206.94 - $269.62 $61,047 - $79,537
-295 Reduced 11.65%
2,237 $483,000
Q3 2022

Oct 26, 2022

SELL
$172.53 - $233.2 $134,055 - $181,196
-777 Reduced 23.48%
2,532 $553,000
Q2 2022

Aug 10, 2022

SELL
$167.48 - $218.52 $52,588 - $68,615
-314 Reduced 8.67%
3,309 $610,000
Q1 2022

May 13, 2022

SELL
$143.67 - $190.77 $316,361 - $420,075
-2,202 Reduced 37.8%
3,623 $661,000
Q3 2021

Nov 02, 2021

BUY
$127.58 - $161.13 $137,020 - $173,053
1,074 Added 22.61%
5,825 $913,000
Q2 2021

Jul 27, 2021

SELL
$134.61 - $156.7 $82,246 - $95,743
-611 Reduced 11.4%
4,751 $641,000
Q1 2021

May 11, 2021

BUY
$103.11 - $146.29 $37,738 - $53,542
366 Added 7.33%
5,362 $762,000
Q4 2020

Feb 09, 2021

BUY
$76.15 - $104.25 $456 - $625
6 Added 0.12%
4,996 $520,000
Q3 2020

Oct 20, 2020

BUY
$74.14 - $85.09 $22,242 - $25,527
300 Added 6.4%
4,990 $382,000
Q2 2020

Jul 02, 2020

BUY
$48.65 - $85.54 $28,217 - $49,613
580 Added 14.11%
4,690 $367,000
Q3 2019

Oct 09, 2019

BUY
$70.66 - $87.4 $36,036 - $44,574
510 Added 14.17%
4,110 $336,000
Q1 2019

May 08, 2019

BUY
$59.74 - $77.93 $16,727 - $21,820
280 Added 8.43%
3,600 $250,000
Q4 2018

Feb 13, 2019

BUY
$53.2 - $65.69 $2,128 - $2,627
40 Added 1.22%
3,320 $202,000
Q3 2018

Nov 14, 2018

BUY
$63.88 - $69.99 $35,134 - $38,494
550 Added 20.15%
3,280 $212,000
Q2 2018

Aug 16, 2018

BUY
$56.49 - $72.22 $29,374 - $37,554
520 Added 23.53%
2,730 $179,000
Q1 2018

May 15, 2018

BUY
$57.2 - $65.99 $126,412 - $145,837
2,210 New
2,210 $135,000

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 $27.6B
  • 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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