A detailed history of Oppenheimer Asset Management Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Oppenheimer Asset Management Inc. holds 2,935 shares of LPLA stock, worth $683,062. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,935
Previous 2,787 5.31%
Holding current value
$683,062
Previous $736,000 11.28%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$256.41 - $288.82 $37,948 - $42,745
148 Added 5.31%
2,935 $819,000
Q1 2024

May 06, 2024

SELL
$230.75 - $273.77 $215,751 - $255,974
-935 Reduced 25.12%
2,787 $736,000
Q4 2023

Feb 13, 2024

SELL
$209.89 - $239.77 $18,470 - $21,099
-88 Reduced 2.31%
3,722 $847,000
Q3 2023

Nov 07, 2023

SELL
$218.49 - $247.52 $47,193 - $53,464
-216 Reduced 5.37%
3,810 $905,000
Q2 2023

Aug 02, 2023

BUY
$180.95 - $217.9 $25,152 - $30,288
139 Added 3.58%
4,026 $875,000
Q1 2023

May 10, 2023

BUY
$192.0 - $255.57 $40,896 - $54,436
213 Added 5.8%
3,887 $786,000
Q4 2022

Feb 06, 2023

SELL
$206.94 - $269.62 $555,013 - $723,120
-2,682 Reduced 42.2%
3,674 $794,000
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $105,243 - $142,252
-610 Reduced 8.76%
6,356 $1.39 Million
Q2 2022

Aug 08, 2022

BUY
$167.48 - $218.52 $58,115 - $75,826
347 Added 5.24%
6,966 $1.29 Million
Q1 2022

May 12, 2022

SELL
$143.67 - $190.77 $1,436 - $1,907
-10 Reduced 0.15%
6,619 $1.21 Million
Q4 2021

Feb 02, 2022

BUY
$152.65 - $175.02 $311,406 - $357,040
2,040 Added 44.45%
6,629 $1.06 Million
Q3 2021

Nov 12, 2021

SELL
$127.58 - $161.13 $15,182 - $19,174
-119 Reduced 2.53%
4,589 $720,000
Q2 2021

Aug 03, 2021

BUY
$134.61 - $156.7 $633,743 - $737,743
4,708 New
4,708 $635,000

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 $18.6B
  • 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
Track This Portfolio

Track Oppenheimer Asset Management Inc. Portfolio

Follow Oppenheimer Asset Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oppenheimer Asset Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Oppenheimer Asset Management Inc. with notifications on news.