A detailed history of Oak Thistle LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Oak Thistle LLC holds 897 shares of LPLA stock, worth $295,471. This represents 0.07% of its overall portfolio holdings.

Number of Shares
897
Previous 1,391 35.51%
Holding current value
$295,471
Previous $388,000 46.39%
% of portfolio
0.07%
Previous 0.3%

Shares

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

Nov 12, 2024

SELL
$193.0 - $282.1 $95,342 - $139,357
-494 Reduced 35.51%
897 $208,000
Q2 2024

Aug 06, 2024

SELL
$256.41 - $288.82 $134,871 - $151,919
-526 Reduced 27.44%
1,391 $388,000
Q1 2024

Apr 18, 2024

BUY
$230.75 - $273.77 $442,347 - $524,817
1,917 New
1,917 $506,000
Q1 2022

May 10, 2022

SELL
$143.67 - $190.77 $571,806 - $759,264
-3,980 Closed
0 $0
Q4 2021

Jan 25, 2022

BUY
$152.65 - $175.02 $607,547 - $696,579
3,980 New
3,980 $637,000

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 $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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