A detailed history of Park Avenue Securities LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Park Avenue Securities LLC holds 3,639 shares of LPLA stock, worth $1.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,639
Previous 7,899 53.93%
Holding current value
$1.2 Million
Previous $2.21 Million 61.6%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Oct 03, 2024

SELL
$193.0 - $282.1 $822,180 - $1.2 Million
-4,260 Reduced 53.93%
3,639 $847,000
Q2 2024

Jul 09, 2024

BUY
$256.41 - $288.82 $131,538 - $148,164
513 Added 6.95%
7,899 $2.21 Million
Q1 2024

Apr 10, 2024

SELL
$230.75 - $273.77 $278,053 - $329,892
-1,205 Reduced 14.03%
7,386 $1.95 Million
Q4 2023

Jan 10, 2024

SELL
$209.89 - $239.77 $267,189 - $305,227
-1,273 Reduced 12.91%
8,591 $1.96 Million
Q3 2023

Oct 26, 2023

BUY
$218.49 - $247.52 $2.16 Million - $2.44 Million
9,864 New
9,864 $2.34 Million
Q4 2022

Jan 24, 2023

BUY
$206.94 - $269.62 $41,594 - $54,193
201 Added 2.66%
7,752 $0
Q3 2022

Nov 01, 2022

BUY
$172.53 - $233.2 $153,379 - $207,314
889 Added 13.34%
7,551 $1.65 Million
Q2 2022

Jul 27, 2022

BUY
$167.48 - $218.52 $530,911 - $692,708
3,170 Added 90.78%
6,662 $1.23 Million
Q1 2022

Apr 29, 2022

BUY
$143.67 - $190.77 $123,987 - $164,634
863 Added 32.83%
3,492 $638,000
Q4 2021

Apr 08, 2022

BUY
$152.65 - $175.02 $130,210 - $149,292
853 Added 48.03%
2,629 $420,000
Q3 2021

Oct 21, 2021

BUY
$127.58 - $161.13 $20,667 - $26,103
162 Added 10.04%
1,776 $278,000
Q2 2021

Aug 05, 2021

BUY
$134.61 - $156.7 $217,260 - $252,913
1,614 New
1,614 $218,000

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 Park Avenue Securities LLC Portfolio

Follow Park Avenue Securities LLC 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 Park Avenue Securities LLC, based on Form 13F filings with the SEC.

News

Stay updated on Park Avenue Securities LLC with notifications on news.