A detailed history of Resources Investment Advisors, Llc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 5,081 shares of LPLA stock, worth $1.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,081
Previous 3,974 27.86%
Holding current value
$1.6 Million
Previous $1.11 Million 6.58%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 06, 2024

BUY
$193.0 - $282.1 $213,651 - $312,284
1,107 Added 27.86%
5,081 $1.18 Million
Q2 2024

Aug 02, 2024

BUY
$256.41 - $288.82 $25,128 - $28,304
98 Added 2.53%
3,974 $1.11 Million
Q1 2024

May 10, 2024

BUY
$230.75 - $273.77 $10,383 - $12,319
45 Added 1.17%
3,876 $1.02 Million
Q4 2023

Feb 13, 2024

BUY
$209.89 - $239.77 $5,667 - $6,473
27 Added 0.71%
3,831 $872,000
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $2,184 - $2,475
10 Added 0.26%
3,804 $904,000
Q2 2023

Aug 07, 2023

SELL
$180.95 - $217.9 $1,447 - $1,743
-8 Reduced 0.21%
3,794 $824,000
Q1 2023

May 10, 2023

BUY
$192.0 - $255.57 $729,984 - $971,677
3,802 New
3,802 $769,000
Q4 2018

Feb 12, 2019

SELL
$53.2 - $65.69 $6,916 - $8,539
-130 Closed
0 $0
Q4 2017

Jan 31, 2018

BUY
$48.68 - $57.7 $6,328 - $7,501
130 New
130 $7,000
Q3 2017

Nov 13, 2017

SELL
$45.09 - $51.58 $5,861 - $6,705
-130 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
130
130 $6,000

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 $25.1B
  • 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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