Principal Financial Group Inc Lpl Financial Holdings Inc. Transaction History

Principal Financial Group Inc

  • $184 Billion
  • Q3 2025

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 1,970,021 shares of LPLA stock, worth $730 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
1,970,021
Previous 1,596,944 23.36%
Holding current value
$730 Million
Previous $599 Million 9.45%
% of portfolio
0.36%
Previous 0.34%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$332.69 - $399.0 $124 Million - $149 Million
373,077 Added 23.36%
1,970,021 $655 Million
Q2 2025

Aug 08, 2025
BUY
$283.31 - $388.96 $158 Million - $217 Million
558,261 Added 53.75%
1,596,944 $599 Million
Q1 2025

Apr 28, 2025
BUY
$308.87 - $383.33 $300 Million - $373 Million
971,814 Added 1453.31%
1,038,683 $340 Million
Q4 2024

Jan 31, 2025
BUY
$229.85 - $335.91 $15.4 Million - $22.5 Million
66,869 New
66,869 $21.8 Million
Q3 2024

Oct 31, 2024
BUY
$193.0 - $282.1 $664,692 - $971,552
3,444 Added 15.67%
25,418 $5.92 Million
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

# of Institutions
854
Shares Held
79.4M
Call Options Held
206K
Put Options Held
236K
View Full List

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $29.6B
  • 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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