A detailed history of Rakuten Investment Management, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Rakuten Investment Management, Inc. holds 2,066 shares of LPLA stock, worth $788,013. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,066
Holding current value
$788,013
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$308.87 - $383.33 $638,125 - $791,959
2,066 New
2,066 $675,000
Q3 2024

May 15, 2025

BUY
$193.0 - $282.1 $66,199 - $96,760
343 Added 33.5%
1,367 $318,000
Q2 2024

May 15, 2025

BUY
$256.41 - $288.82 $94,871 - $106,863
370 Added 56.57%
1,024 $286,000
Q1 2024

May 15, 2025

BUY
$230.75 - $273.77 $138,450 - $164,262
600 Added 1111.11%
654 $172,000
Q4 2023

May 15, 2025

SELL
$209.89 - $239.77 $422,298 - $482,417
-2,012 Reduced 97.39%
54 $12,000

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 $30.4B
  • 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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