Panagora Asset Management Inc Lpl Financial Holdings Inc. Transaction History

Panagora Asset Management Inc

  • $19.6 Billion
  • Q1 2025

A detailed history of Panagora Asset Management Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Panagora Asset Management Inc holds 1,172 shares of LPLA stock, worth $445,406. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,172
Previous 1,432 18.16%
Holding current value
$445,406
Previous $467,000 17.99%
% of portfolio
0.0%
Previous 0.0%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$308.87 - $383.33 $80,306 - $99,665
-260 Reduced 18.16%
1,172 $383,000
Q4 2024

Feb 13, 2025
SELL
$229.85 - $335.91 $225,482 - $329,527
-981 Reduced 40.65%
1,432 $467,000
Q3 2024

Nov 13, 2024
SELL
$193.0 - $282.1 $19.9 Million - $29.1 Million
-103,021 Reduced 97.71%
2,413 $561,000
Q2 2024

Jul 29, 2024
SELL
$256.41 - $288.82 $16.9 Million - $19.1 Million
-66,092 Reduced 38.53%
105,434 $29.4 Million
Q1 2024

May 07, 2024
BUY
$230.75 - $273.77 $14,075 - $16,699
61 Added 0.04%
171,526 $45.3 Million
Q4 2023

Feb 08, 2024
SELL
$209.89 - $239.77 $15.3 Million - $17.5 Million
-73,063 Reduced 29.88%
171,465 $39 Million
Q3 2023

Oct 31, 2023
BUY
$218.49 - $247.52 $37.6 Million - $42.6 Million
172,044 Added 237.35%
244,528 $58.1 Million
Q2 2023

Aug 11, 2023
BUY
$180.95 - $217.9 $6.56 Million - $7.9 Million
36,261 Added 100.1%
72,484 $15.8 Million
Q1 2023

May 11, 2023
BUY
$192.0 - $255.57 $24,768 - $32,968
129 Added 0.36%
36,223 $7.33 Million
Q4 2022

Feb 13, 2023
BUY
$206.94 - $269.62 $280,196 - $365,065
1,354 Added 3.9%
36,094 $7.8 Million
Q3 2022

Nov 14, 2022
BUY
$172.53 - $233.2 $5.78 Million - $7.82 Million
33,528 Added 2766.34%
34,740 $7.59 Million
Q2 2022

Aug 15, 2022
BUY
$167.48 - $218.52 $7,704 - $10,051
46 Added 3.95%
1,212 $224,000
Q1 2022

May 12, 2022
BUY
$143.67 - $190.77 $167,519 - $222,437
1,166 New
1,166 $213,000
Q4 2021

Feb 10, 2022
SELL
$152.65 - $175.02 $26.7 Million - $30.6 Million
-174,974 Closed
0 $0
Q3 2021

Nov 10, 2021
SELL
$127.58 - $161.13 $764,076 - $965,007
-5,989 Reduced 3.31%
174,974 $27.4 Million
Q2 2021

Aug 11, 2021
SELL
$134.61 - $156.7 $13.3 Million - $15.4 Million
-98,514 Reduced 35.25%
180,963 $24.4 Million
Q1 2021

May 12, 2021
BUY
$103.11 - $146.29 $470,490 - $667,521
4,563 Added 1.66%
279,477 $39.7 Million
Q4 2020

Feb 10, 2021
BUY
$76.15 - $104.25 $918,064 - $1.26 Million
12,056 Added 4.59%
274,914 $28.7 Million
Q3 2020

Nov 13, 2020
BUY
$74.14 - $85.09 $401,542 - $460,847
5,416 Added 2.1%
262,858 $20.2 Million
Q2 2020

Aug 12, 2020
BUY
$48.65 - $85.54 $135,247 - $237,801
2,780 Added 1.09%
257,442 $20.2 Million
Q1 2020

May 14, 2020
BUY
$39.02 - $98.86 $221,672 - $561,623
5,681 Added 2.28%
254,662 $13.9 Million
Q4 2019

Feb 12, 2020
SELL
$72.1 - $94.26 $5,479 - $7,163
-76 Reduced 0.03%
248,981 $23 Million
Q3 2019

Nov 12, 2019
SELL
$70.66 - $87.4 $605,626 - $749,105
-8,571 Reduced 3.33%
249,057 $20.4 Million
Q2 2019

Aug 09, 2019
BUY
$70.51 - $84.91 $4.49 Million - $5.4 Million
63,627 Added 32.8%
257,628 $21 Million
Q1 2019

May 15, 2019
SELL
$59.74 - $77.93 $2.64 Million - $3.45 Million
-44,256 Reduced 18.57%
194,001 $13.5 Million
Q4 2018

Feb 14, 2019
SELL
$53.2 - $65.69 $1.04 Million - $1.29 Million
-19,640 Reduced 7.62%
238,257 $14.6 Million
Q3 2018

Nov 13, 2018
BUY
$63.88 - $69.99 $346,804 - $379,975
5,429 Added 2.15%
257,897 $16.6 Million
Q2 2018

Aug 14, 2018
BUY
$56.49 - $72.22 $6.11 Million - $7.81 Million
108,208 Added 75.01%
252,468 $16.5 Million
Q1 2018

May 15, 2018
SELL
$57.2 - $65.99 $17.6 Million - $20.3 Million
-307,922 Reduced 68.1%
144,260 $8.81 Million
Q4 2017

Feb 14, 2018
SELL
$48.68 - $57.7 $13.3 Million - $15.8 Million
-273,901 Reduced 37.72%
452,182 $25.8 Million
Q3 2017

Nov 14, 2017
BUY
$45.09 - $51.58 $32.7 Million - $37.5 Million
726,083
726,083 $37.4 Million

Others Institutions Holding LPLA

# of Institutions
877
Shares Held
76M
Call Options Held
240K
Put Options Held
375K
View Full List

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $30.3B
  • 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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