A detailed history of Prana Capital Management, LP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Prana Capital Management, LP holds 18,876 shares of LPLA stock, worth $5.93 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
18,876
Previous 13,987 34.95%
Holding current value
$5.93 Million
Previous $3.91 Million 12.47%
% of portfolio
0.21%
Previous 0.19%

Shares

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

Nov 14, 2024

BUY
$193.0 - $282.1 $943,577 - $1.38 Million
4,889 Added 34.95%
18,876 $4.39 Million
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $3.59 Million - $4.04 Million
13,987 New
13,987 $3.91 Million
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $6.08 Million - $6.95 Million
-28,977 Reduced 45.4%
34,852 $7.93 Million
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $6.83 Million - $8.23 Million
37,761 Added 144.86%
63,829 $13.9 Million
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $5.01 Million - $6.66 Million
26,068 New
26,068 $5.28 Million
Q3 2020

Nov 16, 2020

SELL
$74.14 - $85.09 $6.77 Million - $7.77 Million
-91,276 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
$48.65 - $85.54 $672,829 - $1.18 Million
-13,830 Reduced 13.16%
91,276 $7.16 Million
Q1 2020

May 15, 2020

BUY
$39.02 - $98.86 $4.1 Million - $10.4 Million
105,106 New
105,106 $5.72 Million
Q1 2019

May 15, 2019

SELL
$59.74 - $77.93 $9.2 Million - $12 Million
-154,018 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$53.2 - $65.69 $6.03 Million - $7.45 Million
113,418 Added 279.35%
154,018 $9.41 Million
Q3 2018

Nov 14, 2018

BUY
$63.88 - $69.99 $2.59 Million - $2.84 Million
40,600 New
40,600 $2.62 Million
Q2 2018

Aug 14, 2018

SELL
$56.49 - $72.22 $3.6 Million - $4.6 Million
-63,760 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$57.2 - $65.99 $3.65 Million - $4.21 Million
63,760 New
63,760 $3.89 Million

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 $25B
  • 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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