Parallel Advisors, LLC Lpl Financial Holdings Inc. Transaction History

Parallel Advisors, LLC

$4.18 Billion
Q3 2024

A detailed history of Parallel Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Parallel Advisors, LLC holds 2,425 shares of LPLA stock, worth $762,759. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,425

Previous 2,434 0.37%

Holding current value

$762,759

Previous $679,000 16.94%

% of portfolio

0.01%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$193.0 - $282.1 $1,737 - $2,538	-9 Reduced 0.37%	2,425 $564,000
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

# of Institutions

702

Shares Held

68.6M

Call Options Held

605K

Put Options Held

519K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $25.1B
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...

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Parallel Advisors, LLC Lpl Financial Holdings Inc. Transaction History