A detailed history of Raymond James Trust N.A. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Raymond James Trust N.A. holds 4,981 shares of LPLA stock, worth $1.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,981
Previous 5,931 16.02%
Holding current value
$1.02 Million
Previous $1.57 Million 11.17%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 25, 2024

SELL
$256.41 - $288.82 $243,589 - $274,379
-950 Reduced 16.02%
4,981 $1.39 Million
Q1 2024

Apr 24, 2024

BUY
$230.75 - $273.77 $38,996 - $46,267
169 Added 2.93%
5,931 $1.57 Million
Q4 2023

Jan 10, 2024

BUY
$209.89 - $239.77 $20,989 - $23,977
100 Added 1.77%
5,762 $1.31 Million
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $42,824 - $48,513
196 Added 3.59%
5,662 $1.35 Million
Q2 2023

Aug 15, 2023

BUY
$180.95 - $217.9 $261,472 - $314,865
1,445 Added 35.94%
5,466 $1.19 Million
Q1 2023

May 03, 2023

SELL
$192.0 - $255.57 $24,576 - $32,712
-128 Reduced 3.09%
4,021 $814,000
Q4 2022

Feb 02, 2023

SELL
$206.94 - $269.62 $142,167 - $185,228
-687 Reduced 14.21%
4,149 $897,000
Q3 2022

Oct 31, 2022

SELL
$172.53 - $233.2 $14,492 - $19,588
-84 Reduced 1.71%
4,836 $1.06 Million
Q2 2022

Jul 14, 2022

SELL
$167.48 - $218.52 $46,894 - $61,185
-280 Reduced 5.38%
4,920 $908,000
Q1 2022

May 12, 2022

SELL
$143.67 - $190.77 $19,251 - $25,563
-134 Reduced 2.51%
5,200 $950,000
Q4 2021

Jan 31, 2022

SELL
$152.65 - $175.02 $72,050 - $82,609
-472 Reduced 8.13%
5,334 $854,000
Q3 2021

Oct 18, 2021

SELL
$127.58 - $161.13 $176,315 - $222,681
-1,382 Reduced 19.23%
5,806 $910,000
Q2 2021

Jul 20, 2021

SELL
$134.61 - $156.7 $177,685 - $206,843
-1,320 Reduced 15.51%
7,188 $971,000
Q1 2021

May 03, 2021

SELL
$103.11 - $146.29 $29,489 - $41,838
-286 Reduced 3.25%
8,508 $1.21 Million
Q4 2020

Jan 13, 2021

SELL
$76.15 - $104.25 $52,238 - $71,515
-686 Reduced 7.24%
8,794 $917,000
Q3 2020

Oct 14, 2020

SELL
$74.14 - $85.09 $23,724 - $27,228
-320 Reduced 3.27%
9,480 $727,000
Q2 2020

Jul 16, 2020

BUY
$48.65 - $85.54 $8,221 - $14,456
169 Added 1.75%
9,800 $768,000
Q1 2020

Apr 17, 2020

BUY
$39.02 - $98.86 $85,844 - $217,492
2,200 Added 29.61%
9,631 $524,000
Q4 2019

Jan 14, 2020

SELL
$72.1 - $94.26 $22,495 - $29,409
-312 Reduced 4.03%
7,431 $686,000
Q3 2019

Oct 24, 2019

BUY
$70.66 - $87.4 $6,359 - $7,866
90 Added 1.18%
7,743 $634,000
Q2 2019

Jul 15, 2019

BUY
$70.51 - $84.91 $7,897 - $9,509
112 Added 1.49%
7,653 $624,000
Q1 2019

Apr 15, 2019

SELL
$59.74 - $77.93 $20,550 - $26,807
-344 Reduced 4.36%
7,541 $525,000
Q4 2018

Jan 29, 2019

BUY
$53.2 - $65.69 $3,830 - $4,729
72 Added 0.92%
7,885 $482,000
Q3 2018

Oct 16, 2018

SELL
$63.88 - $69.99 $4,024 - $4,409
-63 Reduced 0.8%
7,813 $504,000
Q2 2018

Jul 11, 2018

SELL
$56.49 - $72.22 $64,285 - $82,186
-1,138 Reduced 12.62%
7,876 $517,000
Q1 2018

Apr 05, 2018

SELL
$57.2 - $65.99 $117,202 - $135,213
-2,049 Reduced 18.52%
9,014 $551,000
Q4 2017

Feb 02, 2018

SELL
$48.68 - $57.7 $44,785 - $53,084
-920 Reduced 7.68%
11,063 $632,000
Q3 2017

Oct 24, 2017

BUY
$45.09 - $51.58 $25,611 - $29,297
568 Added 4.98%
11,983 $618,000
Q2 2017

Aug 10, 2017

BUY
N/A
11,415
11,415 $485,000

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 $16.4B
  • 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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