Patriot Financial Group Insurance Agency, LLC Lpl Financial Holdings Inc. Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 24, 2021	SELL	$127.58 - $161.13 $765 - $966	-6 Closed	0 $0
Q2 2021 Jul 30, 2021	SELL	$134.61 - $156.7 $134 - $156	-1 Reduced 14.29%	6 $1,000
Q1 2021 Apr 29, 2021	SELL	$103.11 - $146.29 $103 - $146	-1 Reduced 12.5%	7 $1,000
Q4 2020 Jan 15, 2021	SELL	$76.15 - $104.25 $29,850 - $40,866	-392 Reduced 98.0%	8 $1,000
Q2 2020 Jul 10, 2020	SELL	$48.65 - $85.54 $1,508 - $2,651	-31 Reduced 7.19%	400 $31,000
Q1 2020 Apr 15, 2020	BUY	$39.02 - $98.86 $16,505 - $41,817	423 Added 5287.5%	431 $23,000
Q4 2019 Jan 22, 2020	SELL	$72.1 - $94.26 $288 - $377	-4 Reduced 33.33%	8 $1,000
Q2 2019 Aug 07, 2019	SELL	$70.51 - $84.91 $846 - $1,018	-12 Reduced 50.0%	12 $1,000
Q1 2019 Apr 29, 2019	BUY	$59.74 - $77.93 $1,433 - $1,870	24 New	24 $2,000

Others Institutions Holding LPLA

# of Institutions

703

Shares Held

68.6M

Call Options Held

647K

Put Options Held

549K

Vanguard Group Inc Valley Forge, PA

7.28M
Shares

$2.34 Billion
0.03% of portfolio
Black Rock Inc. New York, NY

5.3M
Shares

$1.71 Billion
0.03% of portfolio
Boston Partners Boston, MA

3.1M
Shares

$998 Million
0.89% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

2.6M
Shares

$838 Million
1.39% of portfolio
Janus Henderson Group PLC London, X0

2.53M
Shares

$814 Million
0.31% of portfolio

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 $25.7B
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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