A detailed history of Pfs Investments Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Pfs Investments Inc. holds 58,632 shares of LPLA stock, worth $21.2 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
58,632
Previous 52,359 11.98%
Holding current value
$21.2 Million
Previous $9.99 Million 27.66%
% of portfolio
0.21%
Previous 0.17%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023

BUY
$180.95 - $217.9 $1.14 Million - $1.37 Million
6,273 Added 11.98%
58,632 $12.7 Million
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $432,576 - $575,799
-2,253 Reduced 4.13%
52,359 $9.99 Million
Q4 2022

Feb 13, 2023

BUY
$206.94 - $269.62 $928,746 - $1.21 Million
4,488 Added 8.95%
54,612 $11.8 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $678,387 - $916,942
3,932 Added 8.51%
50,124 $11 Million
Q2 2022

Aug 12, 2022

BUY
$167.48 - $218.52 $965,019 - $1.26 Million
5,762 Added 14.25%
46,192 $8.52 Million
Q1 2022

May 16, 2022

BUY
$143.67 - $190.77 $763,749 - $1.01 Million
5,316 Added 15.14%
40,430 $7.39 Million
Q4 2021

Feb 11, 2022

BUY
$152.65 - $175.02 $889,491 - $1.02 Million
5,827 Added 19.9%
35,114 $5.62 Million
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $835,011 - $1.05 Million
6,545 Added 28.78%
29,287 $4.89 Million
Q2 2021

Aug 13, 2021

BUY
$134.61 - $156.7 $1.38 Million - $1.61 Million
10,283 Added 82.53%
22,742 $3.14 Million
Q1 2021

May 17, 2021

BUY
$103.11 - $146.29 $234,884 - $333,248
2,278 Added 22.38%
12,459 $1.77 Million
Q4 2020

Feb 16, 2021

BUY
$76.15 - $104.25 $186,491 - $255,308
2,449 Added 31.67%
10,181 $1.19 Million
Q3 2020

Nov 13, 2020

BUY
$74.14 - $85.09 $146,129 - $167,712
1,971 Added 34.21%
7,732 $593,000
Q2 2020

Aug 14, 2020

BUY
$48.65 - $85.54 $280,272 - $492,795
5,761 New
5,761 $452,000

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 $28.9B
  • 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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