A detailed history of Ritholtz Wealth Management transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ritholtz Wealth Management holds 2,959 shares of LPLA stock, worth $688,648. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,959
Previous 3,035 2.5%
Holding current value
$688,648
Previous $801,000 3.12%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 31, 2024

SELL
$256.41 - $288.82 $19,487 - $21,950
-76 Reduced 2.5%
2,959 $826,000
Q1 2024

Apr 24, 2024

SELL
$230.75 - $273.77 $55,841 - $66,252
-242 Reduced 7.38%
3,035 $801,000
Q4 2023

Jan 18, 2024

SELL
$209.89 - $239.77 $116,698 - $133,312
-556 Reduced 14.51%
3,277 $745,000
Q3 2023

Oct 13, 2023

BUY
$218.49 - $247.52 $50,908 - $57,672
233 Added 6.47%
3,833 $910,000
Q2 2023

Jul 14, 2023

SELL
$180.95 - $217.9 $32,751 - $39,439
-181 Reduced 4.79%
3,600 $782,000
Q1 2023

Apr 19, 2023

BUY
$192.0 - $255.57 $87,744 - $116,795
457 Added 13.75%
3,781 $765,000
Q4 2022

Jan 18, 2023

SELL
$206.94 - $269.62 $218,321 - $284,449
-1,055 Reduced 24.09%
3,324 $0
Q3 2022

Oct 18, 2022

BUY
$172.53 - $233.2 $262,073 - $354,230
1,519 Added 53.11%
4,379 $957,000
Q2 2022

Jul 15, 2022

SELL
$167.48 - $218.52 $108,694 - $141,819
-649 Reduced 18.5%
2,860 $528,000
Q1 2022

Apr 14, 2022

BUY
$143.67 - $190.77 $35,630 - $47,310
248 Added 7.61%
3,509 $641,000
Q4 2021

Jan 18, 2022

BUY
$152.65 - $175.02 $39,841 - $45,680
261 Added 8.7%
3,261 $522,000
Q3 2021

Oct 14, 2021

BUY
$127.58 - $161.13 $92,240 - $116,496
723 Added 31.75%
3,000 $470,000
Q2 2021

Jul 20, 2021

BUY
$134.61 - $156.7 $111,860 - $130,217
831 Added 57.47%
2,277 $307,000
Q1 2021

May 12, 2021

BUY
$103.11 - $146.29 $149,097 - $211,535
1,446 New
1,446 $206,000

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 $18.6B
  • 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
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.