A detailed history of Putnam Investments LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Putnam Investments LLC holds 17,228 shares of LPLA stock, worth $5.38 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,228
Holding current value
$5.38 Million
% of portfolio
0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $3.62 Million - $4.13 Million
17,228 New
17,228 $3.92 Million
Q2 2022

Aug 15, 2022

SELL
$167.48 - $218.52 $3.39 Million - $4.43 Million
-20,268 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$143.67 - $190.77 $4.84 Million - $6.43 Million
-33,695 Reduced 62.44%
20,268 $3.7 Million
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $8.24 Million - $9.44 Million
53,963 New
53,963 $8.64 Million
Q1 2021

May 17, 2021

SELL
$103.11 - $146.29 $4.13 Million - $5.87 Million
-40,095 Closed
0 $0
Q4 2020

Feb 16, 2021

SELL
$76.15 - $104.25 $68,230 - $93,408
-896 Reduced 2.19%
40,095 $4.18 Million
Q3 2020

Nov 16, 2020

SELL
$74.14 - $85.09 $21,871 - $25,101
-295 Reduced 0.71%
40,991 $3.14 Million
Q2 2020

Aug 14, 2020

SELL
$48.65 - $85.54 $1 Million - $1.76 Million
-20,586 Reduced 33.27%
41,286 $3.24 Million
Q1 2020

May 15, 2020

BUY
$39.02 - $98.86 $2.41 Million - $6.12 Million
61,872 New
61,872 $3.37 Million
Q4 2019

Feb 14, 2020

SELL
$72.1 - $94.26 $5.32 Million - $6.95 Million
-73,776 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
$70.66 - $87.4 $5.21 Million - $6.45 Million
73,776 New
73,776 $6.04 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 $24.9B
  • 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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