A detailed history of Private Advisor Group, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Private Advisor Group, LLC holds 27,098 shares of LPLA stock, worth $7.61 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
27,098
Previous 26,822 1.03%
Holding current value
$7.61 Million
Previous $7.49 Million 15.82%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 22, 2024

BUY
$193.0 - $282.1 $53,268 - $77,859
276 Added 1.03%
27,098 $6.31 Million
Q2 2024

Aug 05, 2024

BUY
$256.41 - $288.82 $445,896 - $502,257
1,739 Added 6.93%
26,822 $7.49 Million
Q1 2024

Apr 30, 2024

SELL
$230.75 - $273.77 $215,059 - $255,153
-932 Reduced 3.58%
25,083 $6.63 Million
Q4 2023

Feb 06, 2024

BUY
$209.89 - $239.77 $21,198 - $24,216
101 Added 0.39%
26,015 $5.92 Million
Q3 2023

Nov 02, 2023

BUY
$218.49 - $247.52 $604,998 - $685,382
2,769 Added 11.96%
25,914 $6.16 Million
Q2 2023

Aug 09, 2023

BUY
$180.95 - $217.9 $2,352 - $2,832
13 Added 0.06%
23,145 $5.03 Million
Q1 2023

May 10, 2023

BUY
$192.0 - $255.57 $168,384 - $224,134
877 Added 3.94%
23,132 $4.68 Million
Q4 2022

Jan 18, 2023

SELL
$206.94 - $269.62 $71,808 - $93,558
-347 Reduced 1.54%
22,255 $0
Q3 2022

Oct 14, 2022

SELL
$172.53 - $233.2 $604,545 - $817,132
-3,504 Reduced 13.42%
22,602 $4.94 Million
Q2 2022

Jul 13, 2022

BUY
$167.48 - $218.52 $400,277 - $522,262
2,390 Added 10.08%
26,106 $4.82 Million
Q1 2022

May 12, 2022

BUY
$143.67 - $190.77 $428,854 - $569,448
2,985 Added 14.4%
23,716 $4.33 Million
Q4 2021

Feb 10, 2022

SELL
$152.65 - $175.02 $13,433 - $15,401
-88 Reduced 0.42%
20,731 $3.32 Million
Q3 2021

Oct 14, 2021

BUY
$127.58 - $161.13 $34,956 - $44,149
274 Added 1.33%
20,819 $3.26 Million
Q2 2021

Aug 12, 2021

SELL
$134.61 - $156.7 $45,632 - $53,121
-339 Reduced 1.62%
20,545 $2.77 Million
Q1 2021

Apr 22, 2021

SELL
$103.11 - $146.29 $21,653 - $30,720
-210 Reduced 1.0%
20,884 $2.97 Million
Q4 2020

Apr 01, 2021

SELL
$76.15 - $104.25 $179,561 - $245,821
-2,358 Reduced 10.05%
21,094 $2.2 Million
Q3 2020

Nov 02, 2020

SELL
$74.14 - $85.09 $7,191 - $8,253
-97 Reduced 0.41%
23,452 $1.8 Million
Q2 2020

Aug 17, 2020

SELL
$48.65 - $85.54 $37,460 - $65,865
-770 Reduced 3.17%
23,549 $1.85 Million
Q1 2020

May 12, 2020

BUY
$39.02 - $98.86 $115,655 - $293,021
2,964 Added 13.88%
24,319 $1.32 Million
Q4 2019

Feb 10, 2020

SELL
$72.1 - $94.26 $32,156 - $42,039
-446 Reduced 2.05%
21,355 $1.97 Million
Q3 2019

Nov 13, 2019

SELL
$70.66 - $87.4 $282 - $349
-4 Reduced 0.02%
21,801 $1.79 Million
Q2 2019

Aug 14, 2019

BUY
$70.51 - $84.91 $85,951 - $103,505
1,219 Added 5.92%
21,805 $1.78 Million
Q1 2019

May 13, 2019

SELL
$59.74 - $77.93 $477 - $623
-8 Reduced 0.04%
20,586 $1.43 Million
Q4 2018

Feb 11, 2019

SELL
$53.2 - $65.69 $80,119 - $98,929
-1,506 Reduced 6.81%
20,594 $1.26 Million
Q3 2018

Nov 01, 2018

BUY
$63.88 - $69.99 $482,294 - $528,424
7,550 Added 51.89%
22,100 $1.43 Million
Q2 2018

Aug 09, 2018

BUY
$56.49 - $72.22 $442,994 - $566,349
7,842 Added 116.91%
14,550 $960,000
Q1 2018

May 09, 2018

SELL
$57.2 - $65.99 $607,864 - $701,275
-10,627 Reduced 61.3%
6,708 $410,000
Q4 2017

Feb 07, 2018

BUY
$48.68 - $57.7 $240,333 - $284,864
4,937 Added 39.82%
17,335 $1.05 Million
Q3 2017

Nov 13, 2017

SELL
$45.09 - $51.58 $11,047 - $12,637
-245 Reduced 1.94%
12,398 $659,000
Q2 2017

Aug 10, 2017

BUY
N/A
12,643
12,643 $539,000

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 $22.4B
  • 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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