A detailed history of Principal Financial Group Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Principal Financial Group Inc holds 21,974 shares of LPLA stock, worth $5.18 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,974
Previous 14,862 47.85%
Holding current value
$5.18 Million
Previous $3.93 Million 56.32%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

BUY
$256.41 - $288.82 $1.82 Million - $2.05 Million
7,112 Added 47.85%
21,974 $6.14 Million
Q1 2024

Apr 29, 2024

SELL
$230.75 - $273.77 $59,533 - $70,632
-258 Reduced 1.71%
14,862 $3.93 Million
Q4 2023

Feb 07, 2024

SELL
$209.89 - $239.77 $210,729 - $240,729
-1,004 Reduced 6.23%
15,120 $3.44 Million
Q3 2023

Nov 02, 2023

BUY
$218.49 - $247.52 $71,227 - $80,691
326 Added 2.06%
16,124 $3.83 Million
Q2 2023

Aug 07, 2023

BUY
$180.95 - $217.9 $997,577 - $1.2 Million
5,513 Added 53.6%
15,798 $3.43 Million
Q1 2023

May 09, 2023

BUY
$192.0 - $255.57 $4,032 - $5,366
21 Added 0.2%
10,285 $2.08 Million
Q4 2022

Feb 09, 2023

SELL
$206.94 - $269.62 $4.01 Million - $5.23 Million
-19,386 Reduced 65.38%
10,264 $2.22 Million
Q3 2022

Nov 09, 2022

SELL
$172.53 - $233.2 $629,907 - $851,413
-3,651 Reduced 10.96%
29,650 $6.48 Million
Q2 2022

Aug 10, 2022

BUY
$167.48 - $218.52 $2.76 Million - $3.6 Million
16,496 Added 98.16%
33,301 $6.14 Million
Q1 2022

May 09, 2022

SELL
$143.67 - $190.77 $356,588 - $473,491
-2,482 Reduced 12.87%
16,805 $3.07 Million
Q4 2021

Feb 09, 2022

SELL
$152.65 - $175.02 $1.09 Million - $1.25 Million
-7,170 Reduced 27.1%
19,287 $3.09 Million
Q3 2021

Nov 09, 2021

SELL
$127.58 - $161.13 $452,015 - $570,883
-3,543 Reduced 11.81%
26,457 $4.15 Million
Q2 2021

Aug 10, 2021

SELL
$134.61 - $156.7 $15.8 Million - $18.4 Million
-117,544 Reduced 79.67%
30,000 $4.05 Million
Q1 2021

May 10, 2021

BUY
$103.11 - $146.29 $2.36 Million - $3.35 Million
22,925 Added 18.4%
147,544 $21 Million
Q4 2020

Feb 08, 2021

BUY
$76.15 - $104.25 $1.19 Million - $1.63 Million
15,611 Added 14.32%
124,619 $13 Million
Q3 2020

Nov 06, 2020

SELL
$74.14 - $85.09 $4.68 Million - $5.37 Million
-63,135 Reduced 36.68%
109,008 $8.36 Million
Q2 2020

Aug 05, 2020

BUY
$48.65 - $85.54 $15,616 - $27,458
321 Added 0.19%
172,143 $13.5 Million
Q1 2020

May 12, 2020

SELL
$39.02 - $98.86 $557,751 - $1.41 Million
-14,294 Reduced 7.68%
171,822 $9.35 Million
Q4 2019

Feb 05, 2020

SELL
$72.1 - $94.26 $4.93 Million - $6.44 Million
-68,310 Reduced 26.85%
186,116 $17.2 Million
Q3 2019

Nov 13, 2019

SELL
$70.66 - $87.4 $2.01 Million - $2.49 Million
-28,485 Reduced 10.07%
254,426 $20.8 Million
Q2 2019

Aug 12, 2019

SELL
$70.51 - $84.91 $8.76 Million - $10.5 Million
-124,194 Reduced 30.51%
282,911 $23.1 Million
Q1 2019

May 10, 2019

BUY
$59.74 - $77.93 $12.1 Million - $15.8 Million
202,515 Added 98.99%
407,105 $28.4 Million
Q4 2018

Feb 14, 2019

BUY
$53.2 - $65.69 $10.2 Million - $12.6 Million
191,292 Added 1438.5%
204,590 $12.5 Million
Q3 2018

Nov 14, 2018

BUY
$63.88 - $69.99 $9,454 - $10,358
148 Added 1.13%
13,298 $858,000
Q2 2018

Aug 13, 2018

BUY
$56.49 - $72.22 $27,793 - $35,532
492 Added 3.89%
13,150 $0
Q1 2018

May 14, 2018

SELL
$57.2 - $65.99 $1,544 - $1,781
-27 Reduced 0.21%
12,658 $773,000
Q4 2017

Feb 13, 2018

SELL
$48.68 - $57.7 $32,907 - $39,005
-676 Reduced 5.06%
12,685 $725,000
Q3 2017

Nov 02, 2017

BUY
$45.09 - $51.58 $602,447 - $689,160
13,361
13,361 $689,000

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 $18.8B
  • 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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