A detailed history of Parallel Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Parallel Advisors, LLC holds 2,434 shares of LPLA stock, worth $566,464. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,434
Previous 2,416 0.75%
Holding current value
$566,464
Previous $638,000 6.43%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 08, 2024

BUY
$256.41 - $288.82 $4,615 - $5,198
18 Added 0.75%
2,434 $679,000
Q1 2024

May 06, 2024

BUY
$230.75 - $273.77 $8,768 - $10,403
38 Added 1.6%
2,416 $638,000
Q4 2023

Feb 09, 2024

BUY
$209.89 - $239.77 $5,457 - $6,234
26 Added 1.11%
2,378 $541,000
Q3 2023

May 20, 2024

BUY
$218.49 - $247.52 $9,395 - $10,643
43 Added 1.86%
2,352 $558,000
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $9,395 - $10,643
43 Added 1.86%
2,352 $558,000
Q2 2023

May 20, 2024

SELL
$180.95 - $217.9 $13,028 - $15,688
-72 Reduced 3.02%
2,309 $502,000
Q2 2023

Aug 04, 2023

SELL
$180.95 - $217.9 $13,028 - $15,688
-72 Reduced 3.02%
2,309 $502,000
Q1 2023

May 20, 2024

SELL
$192.0 - $255.57 $6,720 - $8,944
-35 Reduced 1.45%
2,381 $481,000
Q1 2023

Apr 25, 2023

BUY
$192.0 - $255.57 $25,344 - $33,735
132 Added 5.87%
2,381 $481,000
Q4 2022

Feb 03, 2023

SELL
$206.94 - $269.62 $4,552 - $5,931
-22 Reduced 0.97%
2,249 $486,000
Q3 2022

Nov 10, 2022

SELL
$172.53 - $233.2 $5,003 - $6,762
-29 Reduced 1.26%
2,271 $496,000
Q2 2022

Aug 01, 2022

BUY
$167.48 - $218.52 $5,694 - $7,429
34 Added 1.5%
2,300 $424,000
Q1 2022

Apr 28, 2022

BUY
$143.67 - $190.77 $277,426 - $368,376
1,931 Added 576.42%
2,266 $421,000
Q4 2021

Jan 20, 2022

BUY
$152.65 - $175.02 $5,953 - $6,825
39 Added 13.18%
335 $54,000
Q3 2021

Nov 02, 2021

BUY
$127.58 - $161.13 $19,009 - $24,008
149 Added 101.36%
296 $46,000
Q2 2021

Aug 06, 2021

BUY
$134.61 - $156.7 $3,365 - $3,917
25 Added 20.49%
147 $20,000
Q1 2021

Apr 23, 2021

BUY
$103.11 - $146.29 $4,433 - $6,290
43 Added 54.43%
122 $17,000
Q2 2020

Jul 16, 2020

BUY
$48.65 - $85.54 $2,432 - $4,277
50 Added 172.41%
79 $6,000
Q1 2020

Apr 27, 2020

SELL
$39.02 - $98.86 $156 - $395
-4 Reduced 12.12%
29 $1,000
Q3 2019

Nov 01, 2019

BUY
$70.66 - $87.4 $2,331 - $2,884
33 New
33 $3,000
Q4 2018

Feb 05, 2019

SELL
$53.2 - $65.69 $2,394 - $2,956
-45 Closed
0 $0
Q2 2018

Jul 30, 2018

BUY
$56.49 - $72.22 $2,542 - $3,249
45 New
45 $2,000

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
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