Neo Ivy Capital Management Lpl Financial Holdings Inc. Transaction History

Neo Ivy Capital Management

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$256.41 - $288.82 $3.4 Million - $3.83 Million	13,248 New	13,248 $3.7 Million
Q3 2023 Nov 29, 2023	BUY	$218.49 - $247.52 $440,475 - $499,000	2,016 New	2,016 $479,000
Q4 2022 Mar 24, 2023	BUY	$206.94 - $269.62 $759,883 - $990,044	3,672 New	3,672 $793,000
Q4 2021 Feb 15, 2022	SELL	$152.65 - $175.02 $165,625 - $189,896	-1,085 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$127.58 - $161.13 $42,101 - $53,172	330 Added 43.71%	1,085 $85,000
Q2 2021 Aug 16, 2021	BUY	$134.61 - $156.7 $53,036 - $61,739	394 Added 109.14%	755 $102,000
Q1 2021 Oct 07, 2021	BUY	$103.11 - $146.29 $37,222 - $52,810	361 New	361 $51,000
Q2 2020 Aug 17, 2020	SELL	$48.65 - $85.54 $52,785 - $92,810	-1,085 Closed	0 $0
Q2 2020 Aug 17, 2020	BUY	$48.65 - $85.54 $52,785 - $92,810	1,085 New	1,085 $85,000
Q2 2019 Aug 15, 2019	SELL	$70.51 - $84.91 $813,332 - $979,436	-11,535 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$59.74 - $77.93 $125,035 - $163,107	-2,093 Reduced 15.36%	11,535 $803,000
Q4 2018 Feb 14, 2019	BUY	$53.2 - $65.69 $725,009 - $895,223	13,628 New	13,628 $832,000

703

68.6M

647K

549K

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...

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