A detailed history of Raymond James Financial Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Raymond James Financial Inc holds 824,267 shares of LPLA stock, worth $305 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
824,267
Previous 870,620 5.32%
Holding current value
$305 Million
Previous $326 Million 16.0%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Nov 14, 2025

SELL
$332.69 - $399.0 $15.4 Million - $18.5 Million
-46,353 Reduced 5.32%
824,267 $274 Million
Q2 2025

Aug 14, 2025

BUY
$283.31 - $388.96 $3 Million - $4.13 Million
10,606 Added 1.23%
870,620 $326 Million
Q1 2025

May 13, 2025

SELL
$308.87 - $383.33 $14.4 Million - $17.8 Million
-46,487 Reduced 5.13%
860,014 $281 Million
Q4 2024

Feb 06, 2025

BUY
$229.85 - $335.91 $208 Million - $305 Million
906,501 New
906,501 $296 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 $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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