Neuberger Berman Group LLC Lpl Financial Holdings Inc. Transaction History

Neuberger Berman Group LLC

$123 Billion
Q3 2024

A detailed history of Neuberger Berman Group LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Neuberger Berman Group LLC holds 6,241 shares of LPLA stock, worth $2.03 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,241

Previous 6,365 1.95%

Holding current value

$2.03 Million

Previous $1.78 Million 18.29%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$193.0 - $282.1 $23,932 - $34,980	-124 Reduced 1.95%	6,241 $1.45 Million
Q2 2024 Nov 14, 2024	SELL	$256.41 - $288.82 $171,025 - $192,642	-667 Reduced 9.49%	6,365 $1.78 Million
Q2 2024 Aug 13, 2024	SELL	$256.41 - $288.82 $171,025 - $192,642	-667 Reduced 9.49%	6,365 $1.78 Million
Q1 2024 Nov 14, 2024	BUY	$230.75 - $273.77 $55,149 - $65,431	239 Added 3.52%	7,032 $1.86 Million
Q1 2024 May 13, 2024	BUY	$230.75 - $273.77 $1.62 Million - $1.93 Million	7,032 New	7,032 $1.86 Million
Q4 2023 Nov 14, 2024	BUY	$209.89 - $239.77 $89,832 - $102,621	428 Added 6.72%	6,793 $1.55 Million
Q4 2023 Feb 09, 2024	SELL	$209.89 - $239.77 $151,750 - $173,353	-723 Reduced 9.62%	6,793 $1.55 Million
Q3 2023 Nov 14, 2023	SELL	$218.49 - $247.52 $98,538 - $111,631	-451 Reduced 5.66%	7,516 $1.79 Million
Q2 2023 Aug 11, 2023	BUY	$180.95 - $217.9 $163,578 - $196,981	904 Added 12.8%	7,967 $1.73 Million
Q1 2023 May 12, 2023	SELL	$192.0 - $255.57 $241,344 - $321,251	-1,257 Reduced 15.11%	7,063 $1.43 Million
Q4 2022 Feb 13, 2023	SELL	$206.94 - $269.62 $370,629 - $482,889	-1,791 Reduced 17.71%	8,320 $1.8 Million
Q3 2022 Nov 15, 2022	BUY	$172.53 - $233.2 $71,772 - $97,011	416 Added 4.29%	10,111 $2.21 Million
Q2 2022 Aug 15, 2022	BUY	$167.48 - $218.52 $365,608 - $477,029	2,183 Added 29.06%	9,695 $1.79 Million
Q1 2022 May 13, 2022	BUY	$143.67 - $190.77 $75,426 - $100,154	525 Added 7.51%	7,512 $1.36 Million
Q4 2021 Feb 11, 2022	BUY	$152.65 - $175.02 $158,756 - $182,020	1,040 Added 17.49%	6,987 $1.11 Million
Q3 2021 Nov 12, 2021	BUY	$127.58 - $161.13 $450,229 - $568,627	3,529 Added 145.95%	5,947 $926,000
Q2 2021 Aug 13, 2021	SELL	$134.61 - $156.7 $376,504 - $438,289	-2,797 Reduced 53.63%	2,418 $321,000
Q1 2021 May 13, 2021	BUY	$103.11 - $146.29 $190,547 - $270,343	1,848 Added 54.89%	5,215 $736,000
Q4 2020 Feb 10, 2021	SELL	$76.15 - $104.25 $759,824 - $1.04 Million	-9,978 Reduced 74.77%	3,367 $347,000
Q3 2020 Nov 12, 2020	BUY	$74.14 - $85.09 $595,566 - $683,527	8,033 Added 151.22%	13,345 $1.02 Million
Q2 2020 Aug 13, 2020	BUY	$48.65 - $85.54 $258,428 - $454,388	5,312 New	5,312 $416,000

Others Institutions Holding LPLA

# of Institutions

704

Shares Held

68.6M

Call Options Held

647K

Put Options Held

549K

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 $25.9B
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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Neuberger Berman Group LLC Lpl Financial Holdings Inc. Transaction History