Nisa Investment Advisors, LLC Lpl Financial Holdings Inc. Transaction History

Nisa Investment Advisors, LLC

$15.7 Billion
Q2 2024

A detailed history of Nisa Investment Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Nisa Investment Advisors, LLC holds 6,300 shares of LPLA stock, worth $1.45 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,300

Previous 4,239 48.62%

Holding current value

$1.45 Million

Previous $1.12 Million 57.19%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$256.41 - $288.82 $528,461 - $595,258	2,061 Added 48.62%	6,300 $1.76 Million
Q1 2024 May 01, 2024	SELL	$230.75 - $273.77 $2.27 Million - $2.7 Million	-9,852 Reduced 69.92%	4,239 $1.12 Million
Q4 2023 Jan 25, 2024	BUY	$209.89 - $239.77 $700,822 - $800,592	3,339 Added 31.05%	14,091 $3.21 Million
Q3 2023 Nov 02, 2023	BUY	$218.49 - $247.52 $91,547 - $103,710	419 Added 4.05%	10,752 $2.56 Million
Q2 2023 Aug 11, 2023	SELL	$180.95 - $217.9 $1.14 Million - $1.37 Million	-6,291 Reduced 37.84%	10,333 $2.25 Million
Q1 2023 May 02, 2023	SELL	$192.0 - $255.57 $1.54 Million - $2.05 Million	-8,008 Reduced 32.51%	16,624 $3.37 Million
Q4 2022 Feb 02, 2023	BUY	$206.94 - $269.62 $4.87 Million - $6.35 Million	23,552 Added 2180.74%	24,632 $5.33 Million
Q3 2022 Nov 07, 2022	SELL	$172.53 - $233.2 $940,461 - $1.27 Million	-5,451 Reduced 83.46%	1,080 $272,000
Q2 2022 Aug 03, 2022	BUY	$167.48 - $218.52 $715,642 - $933,735	4,273 Added 189.24%	6,531 $1.21 Million
Q1 2022 Apr 29, 2022	SELL	$143.67 - $190.77 $5.87 Million - $7.79 Million	-40,827 Reduced 94.76%	2,258 $412,000
Q4 2021 Feb 03, 2022	SELL	$152.65 - $175.02 $7.34 Million - $8.42 Million	-48,099 Reduced 52.75%	43,085 $7.42 Million
Q3 2021 Oct 18, 2021	BUY	$127.58 - $161.13 $2.33 Million - $2.95 Million	18,302 Added 25.11%	91,184 $14.3 Million
Q2 2021 Aug 06, 2021	BUY	$134.61 - $156.7 $4 Million - $4.66 Million	29,736 Added 68.92%	72,882 $9.84 Million
Q1 2021 Apr 26, 2021	BUY	$103.11 - $146.29 $4.36 Million - $6.18 Million	42,246 Added 4694.0%	43,146 $6.13 Million
Q4 2020 Jan 25, 2021	BUY	$76.15 - $104.25 $68,535 - $93,825	900 New	900 $94,000
Q4 2018 Jan 17, 2019	SELL	$53.2 - $65.69 $266,000 - $328,450	-5,000 Closed	0 $0
Q2 2018 Jul 19, 2018	SELL	$56.49 - $72.22 $169,470 - $216,660	-3,000 Reduced 37.5%	5,000 $328,000
Q3 2017 Oct 13, 2017	BUY	$45.09 - $51.58 $360,720 - $412,640	8,000	8,000 $413,000

Others Institutions Holding LPLA

# of Institutions

722

Shares Held

69.3M

Call Options Held

110K

Put Options Held

134K

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 $18.4B
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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Nisa Investment Advisors, LLC Lpl Financial Holdings Inc. Transaction History