Robeco Institutional Asset Management B.V. Lpl Financial Holdings Inc. Transaction History

Robeco Institutional Asset Management B.V.

$46 Billion
Q2 2024

A detailed history of Robeco Institutional Asset Management B.V. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Robeco Institutional Asset Management B.V. holds 7,227 shares of LPLA stock, worth $1.68 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,227

Previous 6,641 8.82%

Holding current value

$1.68 Million

Previous $1.75 Million 15.05%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$256.41 - $288.82 $150,256 - $169,248	586 Added 8.82%	7,227 $2.02 Million
Q1 2024 Apr 24, 2024	SELL	$230.75 - $273.77 $41,996 - $49,826	-182 Reduced 2.67%	6,641 $1.75 Million
Q4 2023 Feb 14, 2024	BUY	$209.89 - $239.77 $1.22 Million - $1.39 Million	5,816 Added 577.56%	6,823 $1.55 Million
Q4 2023 Feb 08, 2024	SELL	$209.89 - $239.77 $1.41 Million - $1.61 Million	-6,708 Reduced 86.95%	1,007 $6.82 Million
Q3 2023 Oct 23, 2023	SELL	$218.49 - $247.52 $852,766 - $966,070	-3,903 Reduced 33.59%	7,715 $1.83 Million
Q2 2023 Jul 24, 2023	SELL	$180.95 - $217.9 $10.1 Million - $12.1 Million	-55,606 Reduced 82.72%	11,618 $2.53 Million
Q1 2023 May 03, 2023	SELL	$192.0 - $255.57 $23.3 Million - $31 Million	-121,109 Reduced 64.31%	67,224 $13.6 Million
Q4 2022 Feb 06, 2023	BUY	$206.94 - $269.62 $19.7 Million - $25.6 Million	95,108 Added 102.02%	188,333 $40.7 Million
Q3 2022 Dec 01, 2022	BUY	$172.53 - $233.2 $13.6 Million - $18.4 Million	78,963 Added 553.66%	93,225 $20.4 Million
Q3 2022 Oct 26, 2022	BUY	$172.53 - $233.2 $13.6 Million - $18.4 Million	78,963 Added 553.66%	93,225 $20.4 Million
Q2 2022 Dec 01, 2022	SELL	$167.48 - $218.52 $13.2 Million - $17.3 Million	-78,963 Reduced 84.7%	14,262 $2.63 Million
Q2 2022 Jul 27, 2022	BUY	$167.48 - $218.52 $2.39 Million - $3.12 Million	14,262 New	14,262 $2.63 Million
Q4 2019 Feb 06, 2020	SELL	$72.1 - $94.26 $71,162 - $93,034	-987 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	$70.51 - $84.91 $59,792 - $72,003	848 Added 610.07%	987 $80,000
Q4 2018 Feb 08, 2019	SELL	$53.2 - $65.69 $7,394 - $9,130	-139 Reduced 50.0%	139 $8,000
Q3 2018 Oct 25, 2018	BUY	$63.88 - $69.99 $17,758 - $19,457	278 New	278 $18,000
Q4 2017 Jan 25, 2018	SELL	$48.68 - $57.7 $467,376 - $553,977	-9,601 Closed	0 $0
Q1 2017 Jan 19, 2021	BUY	N/A	9,601	9,601 $383,000

Others Institutions Holding LPLA

# of Institutions

723

Shares Held

69.3M

Call Options Held

110K

Put Options Held

134K

View Full List

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...

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Robeco Institutional Asset Management B.V. Lpl Financial Holdings Inc. Transaction History