A detailed history of Pictet Asset Management Sa transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Pictet Asset Management Sa holds 41,309 shares of LPLA stock, worth $13.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
41,309
Previous 31,974 29.2%
Holding current value
$13.3 Million
Previous $6.47 Million 38.79%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 10, 2023

BUY
$180.95 - $217.9 $1.69 Million - $2.03 Million
9,335 Added 29.2%
41,309 $8.98 Million
Q1 2023

May 10, 2023

BUY
$192.0 - $255.57 $44,928 - $59,803
234 Added 0.74%
31,974 $6.47 Million
Q4 2022

Feb 13, 2023

BUY
$206.94 - $269.62 $113,817 - $148,291
550 Added 1.76%
31,740 $6.86 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $35,713 - $48,272
207 Added 0.67%
31,190 $6.81 Million
Q2 2022

Aug 09, 2022

BUY
$167.48 - $218.52 $4.33 Million - $5.65 Million
25,842 Added 502.66%
30,983 $5.72 Million
Q1 2022

May 13, 2022

BUY
$143.67 - $190.77 $4,597 - $6,104
32 Added 0.63%
5,141 $939,000
Q4 2021

Feb 10, 2022

SELL
$152.65 - $175.02 $44,421 - $50,930
-291 Reduced 5.39%
5,109 $818,000
Q3 2021

Nov 12, 2021

BUY
$127.58 - $161.13 $688,932 - $870,102
5,400 New
5,400 $847,000

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 $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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