A detailed history of Prudential PLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Prudential PLC holds 2,857 shares of LPLA stock, worth $664,909. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,857
Previous 3,187 10.35%
Holding current value
$664,909
Previous $842,000 5.34%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 06, 2024

SELL
$256.41 - $288.82 $84,615 - $95,310
-330 Reduced 10.35%
2,857 $797,000
Q1 2024

May 14, 2024

SELL
$230.75 - $273.77 $840,160 - $996,796
-3,641 Reduced 53.32%
3,187 $842,000
Q4 2023

Feb 13, 2024

SELL
$209.89 - $239.77 $420,199 - $480,019
-2,002 Reduced 22.67%
6,828 $1.55 Million
Q3 2023

Nov 09, 2023

SELL
$218.49 - $247.52 $2.73 Million - $3.09 Million
-12,488 Reduced 58.58%
8,830 $2.1 Million
Q2 2023

Aug 14, 2023

SELL
$180.95 - $217.9 $172,445 - $207,658
-953 Reduced 4.28%
21,318 $4.64 Million
Q1 2023

May 12, 2023

SELL
$192.0 - $255.57 $667,776 - $888,872
-3,478 Reduced 13.51%
22,271 $4.51 Million
Q4 2022

Feb 08, 2023

BUY
$206.94 - $269.62 $4.87 Million - $6.35 Million
23,540 Added 1065.64%
25,749 $5.57 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $45,202 - $61,098
262 Added 13.46%
2,209 $483,000
Q2 2022

Aug 12, 2022

BUY
$167.48 - $218.52 $326,083 - $425,458
1,947 New
1,947 $359,000

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 $18.6B
  • 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
Track This Portfolio

Track Prudential PLC Portfolio

Follow Prudential PLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prudential PLC, based on Form 13F filings with the SEC.

News

Stay updated on Prudential PLC with notifications on news.