A detailed history of Richard Pzena (Pzena Investment Management LLC) transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Pzena Investment Management LLC holds 1,187 shares of LPLA stock, worth $387,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,187
Previous 1,541 22.97%
Holding current value
$387,970
Previous $430,000 35.81%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

SELL
$193.0 - $282.1 $68,322 - $99,863
-354 Reduced 22.97%
1,187 $276,000
Q2 2024

Aug 02, 2024

BUY
$256.41 - $288.82 $133,846 - $150,764
522 Added 51.23%
1,541 $430,000
Q1 2024

May 03, 2024

SELL
$230.75 - $273.77 $38,766 - $45,993
-168 Reduced 14.15%
1,019 $269,000
Q4 2023

Feb 09, 2024

SELL
$209.89 - $239.77 $18,890 - $21,579
-90 Reduced 7.05%
1,187 $270,000
Q3 2023

Nov 09, 2023

SELL
$218.49 - $247.52 $47,630 - $53,959
-218 Reduced 14.58%
1,277 $303,000
Q2 2023

Aug 04, 2023

SELL
$180.95 - $217.9 $79,979 - $96,311
-442 Reduced 22.82%
1,495 $325,000
Q1 2023

May 12, 2023

SELL
$192.0 - $255.57 $287,424 - $382,588
-1,497 Reduced 43.59%
1,937 $392,000
Q4 2022

Feb 03, 2023

BUY
$206.94 - $269.62 $281,852 - $367,222
1,362 Added 65.73%
3,434 $742,000
Q2 2022

Aug 05, 2022

BUY
$167.48 - $218.52 $101,660 - $132,641
607 Added 41.43%
2,072 $382,000
Q4 2021

Feb 04, 2022

BUY
$152.65 - $175.02 $223,632 - $256,404
1,465 New
1,465 $235,000

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 $26.1B
  • 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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