A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 11,599 shares of LPLA stock, worth $3.82 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,599
Previous 10,769 7.71%
Holding current value
$3.82 Million
Previous $3.01 Million 10.24%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024

BUY
$193.0 - $282.1 $160,190 - $234,143
830 Added 7.71%
11,599 $2.7 Million
Q2 2024

Jul 19, 2024

BUY
$256.41 - $288.82 $204,615 - $230,478
798 Added 8.0%
10,769 $3.01 Million
Q1 2024

Apr 22, 2024

BUY
$230.75 - $273.77 $173,524 - $205,875
752 Added 8.16%
9,971 $2.63 Million
Q4 2023

Jan 16, 2024

BUY
$209.89 - $239.77 $774,703 - $884,991
3,691 Added 66.77%
9,219 $2.1 Million
Q3 2023

Oct 24, 2023

BUY
$218.49 - $247.52 $74,505 - $84,404
341 Added 6.57%
5,528 $1.31 Million
Q2 2023

Jul 25, 2023

SELL
$180.95 - $217.9 $29,856 - $35,953
-165 Reduced 3.08%
5,187 $1.13 Million
Q1 2023

Apr 14, 2023

BUY
$192.0 - $255.57 $29,568 - $39,357
154 Added 2.96%
5,352 $1.08 Million
Q4 2022

Feb 08, 2023

SELL
$206.94 - $269.62 $54,011 - $70,370
-261 Reduced 4.78%
5,198 $1.12 Million
Q3 2022

Oct 25, 2022

BUY
$172.53 - $233.2 $90,405 - $122,196
524 Added 10.62%
5,459 $1.19 Million
Q2 2022

Aug 12, 2022

BUY
$167.48 - $218.52 $92,448 - $120,623
552 Added 12.59%
4,935 $910,000
Q1 2022

May 11, 2022

BUY
$143.67 - $190.77 $169,674 - $225,299
1,181 Added 36.88%
4,383 $801,000
Q4 2021

Feb 08, 2022

SELL
$152.65 - $175.02 $88,537 - $101,511
-580 Reduced 15.34%
3,202 $513,000
Q3 2021

Nov 02, 2021

BUY
$127.58 - $161.13 $96,960 - $122,458
760 Added 25.15%
3,782 $593,000
Q2 2021

Aug 11, 2021

SELL
$134.61 - $156.7 $41,863 - $48,733
-311 Reduced 9.33%
3,022 $408,000
Q1 2021

May 14, 2021

BUY
$103.11 - $146.29 $144,972 - $205,683
1,406 Added 72.96%
3,333 $474,000
Q4 2020

Feb 12, 2021

BUY
$76.15 - $104.25 $146,741 - $200,889
1,927 New
1,927 $201,000
Q4 2018

Feb 11, 2019

SELL
$53.2 - $65.69 $628,026 - $775,470
-11,805 Closed
0 $0
Q3 2018

Nov 14, 2018

SELL
$63.88 - $69.99 $48,932 - $53,612
-766 Reduced 6.09%
11,805 $762,000
Q2 2018

Jul 30, 2018

BUY
$56.49 - $72.22 $710,135 - $907,877
12,571 New
12,571 $824,000

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 $26.3B
  • 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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