A detailed history of Rhumbline Advisers transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Rhumbline Advisers holds 105,813 shares of LPLA stock, worth $35.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
105,813
Previous 105,801 0.01%
Holding current value
$35.5 Million
Previous $29.6 Million 16.67%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$193.0 - $282.1 $2,316 - $3,385
12 Added 0.01%
105,813 $24.6 Million
Q2 2024

Aug 01, 2024

SELL
$256.41 - $288.82 $727,691 - $819,671
-2,838 Reduced 2.61%
105,801 $29.6 Million
Q1 2024

May 09, 2024

SELL
$230.75 - $273.77 $470,730 - $558,490
-2,040 Reduced 1.84%
108,639 $28.7 Million
Q4 2023

Feb 08, 2024

SELL
$209.89 - $239.77 $1.32 Million - $1.51 Million
-6,303 Reduced 5.39%
110,679 $25.2 Million
Q3 2023

Nov 09, 2023

SELL
$218.49 - $247.52 $185,934 - $210,639
-851 Reduced 0.72%
116,982 $27.8 Million
Q2 2023

Aug 08, 2023

BUY
$180.95 - $217.9 $3.75 Million - $4.52 Million
20,751 Added 21.37%
117,833 $25.6 Million
Q1 2023

May 11, 2023

BUY
$192.0 - $255.57 $1.45 Million - $1.94 Million
7,578 Added 8.47%
97,082 $19.6 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $1.04 Million - $1.35 Million
5,011 Added 5.93%
89,504 $19.3 Million
Q3 2022

Nov 10, 2022

BUY
$172.53 - $233.2 $787,426 - $1.06 Million
4,564 Added 5.71%
84,493 $18.5 Million
Q2 2022

Aug 11, 2022

BUY
$167.48 - $218.52 $1.31 Million - $1.71 Million
7,827 Added 10.86%
79,929 $14.7 Million
Q1 2022

May 12, 2022

SELL
$143.67 - $190.77 $493,506 - $655,294
-3,435 Reduced 4.55%
72,102 $13.2 Million
Q4 2021

Feb 10, 2022

BUY
$152.65 - $175.02 $324,533 - $372,092
2,126 Added 2.9%
75,537 $12.1 Million
Q3 2021

Nov 12, 2021

SELL
$127.58 - $161.13 $124,645 - $157,424
-977 Reduced 1.31%
73,411 $11.5 Million
Q2 2021

Aug 05, 2021

SELL
$134.61 - $156.7 $904,040 - $1.05 Million
-6,716 Reduced 8.28%
74,388 $10 Million
Q1 2021

May 06, 2021

SELL
$103.11 - $146.29 $364,596 - $517,281
-3,536 Reduced 4.18%
81,104 $11.5 Million
Q4 2020

Feb 10, 2021

BUY
$76.15 - $104.25 $249,772 - $341,940
3,280 Added 4.03%
84,640 $8.82 Million
Q3 2020

Nov 12, 2020

SELL
$74.14 - $85.09 $195,136 - $223,956
-2,632 Reduced 3.13%
81,360 $6.24 Million
Q2 2020

Aug 13, 2020

BUY
$48.65 - $85.54 $202,286 - $355,675
4,158 Added 5.21%
83,992 $6.59 Million
Q1 2020

May 06, 2020

SELL
$39.02 - $98.86 $68,597 - $173,795
-1,758 Reduced 2.15%
79,834 $4.35 Million
Q4 2019

Feb 05, 2020

BUY
$72.1 - $94.26 $60,852 - $79,555
844 Added 1.05%
81,592 $7.53 Million
Q3 2019

Oct 23, 2019

SELL
$70.66 - $87.4 $80,269 - $99,286
-1,136 Reduced 1.39%
80,748 $6.61 Million
Q2 2019

Aug 14, 2019

SELL
$70.51 - $84.91 $158,083 - $190,368
-2,242 Reduced 2.67%
81,884 $6.68 Million
Q1 2019

May 01, 2019

SELL
$59.74 - $77.93 $103,648 - $135,208
-1,735 Reduced 2.02%
84,126 $5.86 Million
Q4 2018

Jan 31, 2019

SELL
$53.2 - $65.69 $293,610 - $362,543
-5,519 Reduced 6.04%
85,861 $5.24 Million
Q3 2018

Nov 07, 2018

SELL
$63.88 - $69.99 $144,368 - $158,177
-2,260 Reduced 2.41%
91,380 $5.9 Million
Q2 2018

Aug 06, 2018

BUY
$56.49 - $72.22 $131,056 - $167,550
2,320 Added 2.54%
93,640 $6.14 Million
Q1 2018

May 02, 2018

SELL
$57.2 - $65.99 $166,680 - $192,294
-2,914 Reduced 3.09%
91,320 $5.58 Million
Q4 2017

Feb 09, 2018

SELL
$48.68 - $57.7 $383,062 - $454,041
-7,869 Reduced 7.71%
94,234 $5.39 Million
Q3 2017

Nov 06, 2017

BUY
$45.09 - $51.58 $4.6 Million - $5.27 Million
102,103
102,103 $5.27 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 $26.8B
  • 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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