Redwood Investment Management, LLC Lpl Financial Holdings Inc. Transaction History

Redwood Investment Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$230.75 - $273.77 $108,221 - $128,398	-469 Reduced 7.59%	5,714 $1.51 Million
Q4 2023 Feb 14, 2024	SELL	$209.89 - $239.77 $101,166 - $115,569	-482 Reduced 7.23%	6,183 $1.41 Million
Q3 2023 Nov 14, 2023	SELL	$218.49 - $247.52 $199,918 - $226,480	-915 Reduced 12.07%	6,665 $1.58 Million
Q2 2023 Aug 14, 2023	BUY	$180.95 - $217.9 $1.37 Million - $1.65 Million	7,580 New	7,580 $1.65 Million
Q1 2021 May 17, 2021	SELL	$103.11 - $146.29 $968,821 - $1.37 Million	-9,396 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$76.15 - $104.25 $5,939 - $8,131	-78 Reduced 0.82%	9,396 $979,000
Q3 2020 Nov 16, 2020	BUY	$74.14 - $85.09 $702,402 - $806,142	9,474 New	9,474 $726,000
Q2 2020 Aug 14, 2020	SELL	$48.65 - $85.54 $446,023 - $784,230	-9,168 Closed	0 $0
Q1 2020 May 13, 2020	SELL	$39.02 - $98.86 $80,069 - $202,860	-2,052 Reduced 18.29%	9,168 $499,000
Q4 2019 Feb 14, 2020	BUY	$72.1 - $94.26 $25,234 - $32,991	350 Added 3.22%	11,220 $1.04 Million
Q3 2019 Nov 18, 2019	BUY	$70.66 - $87.4 $768,074 - $950,038	10,870 New	10,870 $890,000
Q2 2019 Aug 15, 2019	SELL	$70.51 - $84.91 $560,131 - $674,525	-7,944 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	$70.51 - $84.91 $560,131 - $674,525	7,944 New	7,944 $656,000

703

68.6M

647K

549K

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...

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