A detailed history of Nuveen Asset Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Nuveen Asset Management, LLC holds 236,884 shares of LPLA stock, worth $78.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
236,884
Previous 275,856 14.13%
Holding current value
$78.1 Million
Previous $77 Million 28.45%
% of portfolio
0.02%
Previous 0.02%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$193.0 - $282.1 $7.52 Million - $11 Million
-38,972 Reduced 14.13%
236,884 $55.1 Million
Q2 2024

Aug 09, 2024

SELL
$256.41 - $288.82 $2.04 Million - $2.3 Million
-7,957 Reduced 2.8%
275,856 $77 Million
Q1 2024

May 13, 2024

SELL
$230.75 - $273.77 $95.9 Million - $114 Million
-415,722 Reduced 59.43%
283,813 $75 Million
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $2.91 Million - $3.32 Million
-13,843 Reduced 1.94%
699,535 $159 Million
Q3 2023

Nov 14, 2023

SELL
$218.49 - $247.52 $50.9 Million - $57.7 Million
-233,191 Reduced 24.64%
713,378 $170 Million
Q2 2023

Aug 14, 2023

SELL
$180.95 - $217.9 $14.8 Million - $17.8 Million
-81,733 Reduced 7.95%
946,569 $206 Million
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $9.47 Million - $12.6 Million
-49,317 Reduced 4.58%
1,028,302 $208 Million
Q4 2022

Feb 14, 2023

SELL
$206.94 - $269.62 $7.18 Million - $9.35 Million
-34,693 Reduced 3.12%
1,077,619 $233 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $14.7 Million - $19.8 Million
-84,923 Reduced 7.09%
1,112,312 $243 Million
Q2 2022

Aug 15, 2022

BUY
$167.48 - $218.52 $9.52 Million - $12.4 Million
56,855 Added 4.99%
1,197,235 $221 Million
Q1 2022

May 16, 2022

SELL
$143.67 - $190.77 $597,236 - $793,030
-4,157 Reduced 0.36%
1,140,380 $205 Million
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $26.8 Million - $30.8 Million
175,848 Added 18.15%
1,144,537 $183 Million
Q3 2021

Nov 12, 2021

BUY
$127.58 - $161.13 $62.6 Million - $79.1 Million
490,955 Added 102.77%
968,689 $152 Million
Q2 2021

Aug 16, 2021

BUY
$134.61 - $156.7 $9.55 Million - $11.1 Million
70,980 Added 17.45%
477,734 $64.5 Million
Q1 2021

May 17, 2021

SELL
$103.11 - $146.29 $2.67 Million - $3.79 Million
-25,897 Reduced 5.99%
406,754 $57.8 Million
Q4 2020

May 17, 2021

SELL
$76.15 - $104.25 $816,861 - $1.12 Million
-10,727 Reduced 2.42%
432,651 $45.1 Million
Q4 2020

Feb 16, 2021

BUY
$76.15 - $104.25 $637,908 - $873,302
8,377 Added 1.93%
443,378 $46.2 Million
Q3 2020

Nov 16, 2020

SELL
$74.14 - $85.09 $27.8 Million - $31.9 Million
-375,317 Reduced 46.32%
435,001 $33.4 Million
Q2 2020

Aug 14, 2020

SELL
$48.65 - $85.54 $5.35 Million - $9.41 Million
-109,998 Reduced 11.95%
810,318 $63.5 Million
Q1 2020

May 14, 2020

SELL
$39.02 - $98.86 $16.5 Million - $41.9 Million
-423,731 Reduced 31.53%
920,316 $50.1 Million
Q4 2019

Feb 14, 2020

BUY
$72.1 - $94.26 $6.19 Million - $8.09 Million
85,862 Added 6.82%
1,344,047 $124 Million
Q3 2019

Nov 14, 2019

BUY
$70.66 - $87.4 $5.05 Million - $6.24 Million
71,444 Added 6.02%
1,258,185 $103 Million
Q2 2019

Aug 15, 2019

BUY
$70.51 - $84.91 $59.2 Million - $71.2 Million
838,919 Added 241.19%
1,186,741 $96.8 Million
Q1 2019

May 14, 2019

SELL
$59.74 - $77.93 $981,169 - $1.28 Million
-16,424 Reduced 4.51%
347,822 $24.2 Million
Q4 2018

Feb 14, 2019

BUY
$53.2 - $65.69 $2.06 Million - $2.54 Million
38,672 Added 11.88%
364,246 $22.2 Million
Q3 2018

Nov 13, 2018

BUY
$63.88 - $69.99 $5.94 Million - $6.51 Million
93,065 Added 40.03%
325,574 $21 Million
Q2 2018

Aug 14, 2018

BUY
$56.49 - $72.22 $1.6 Million - $2.04 Million
28,289 Added 13.85%
232,509 $15.2 Million
Q1 2018

May 14, 2018

BUY
$57.2 - $65.99 $11.7 Million - $13.5 Million
204,220 New
204,220 $12.5 Million

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 $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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