A detailed history of Ossiam transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ossiam holds 4,455 shares of LPLA stock, worth $1.47 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,455
Previous 4,409 1.04%
Holding current value
$1.47 Million
Previous $1.23 Million 15.84%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024

BUY
$193.0 - $282.1 $8,878 - $12,976
46 Added 1.04%
4,455 $1.04 Million
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $198,204 - $223,257
773 Added 21.26%
4,409 $1.23 Million
Q1 2024

May 13, 2024

BUY
$230.75 - $273.77 $152,525 - $180,961
661 Added 22.22%
3,636 $960,000
Q4 2023

Feb 13, 2024

BUY
$209.89 - $239.77 $68,424 - $78,165
326 Added 12.31%
2,975 $677,000
Q3 2023

Nov 14, 2023

SELL
$218.49 - $247.52 $6.42 Million - $7.27 Million
-29,377 Reduced 91.73%
2,649 $629,000
Q2 2023

Aug 11, 2023

BUY
$180.95 - $217.9 $5.66 Million - $6.81 Million
31,265 Added 4108.41%
32,026 $6.96 Million
Q1 2023

May 12, 2023

SELL
$192.0 - $255.57 $384 - $511
-2 Reduced 0.26%
761 $154,000
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $131,640 - $177,931
763 New
763 $167,000

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
Track This Portfolio

Track Ossiam Portfolio

Follow Ossiam 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 Ossiam, based on Form 13F filings with the SEC.

News

Stay updated on Ossiam with notifications on news.