A detailed history of Schroder Investment Management Group transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Schroder Investment Management Group holds 4,080 shares of LPLA stock, worth $1.28 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,080
Previous 4,080 -0.0%
Holding current value
$1.28 Million
Previous $1.14 Million 16.68%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$230.75 - $273.77 $22,382 - $26,555
97 Added 2.44%
4,080 $1.08 Million
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $388,256 - $439,843
1,777 Added 80.55%
3,983 $946,000
Q2 2023

Aug 11, 2023

SELL
$180.95 - $217.9 $126,664 - $152,530
-700 Reduced 24.09%
2,206 $479,000
Q1 2023

May 11, 2023

BUY
$192.0 - $255.57 $134,400 - $178,899
700 Added 31.73%
2,906 $588,000
Q4 2022

Feb 10, 2023

BUY
$206.94 - $269.62 $456,509 - $594,781
2,206 New
2,206 $476,000
Q1 2022

May 16, 2022

SELL
$143.67 - $190.77 $140,221 - $186,191
-976 Closed
0 $0
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $9.91 Million - $11.4 Million
-64,951 Reduced 98.52%
976 $156,000
Q3 2021

Nov 12, 2021

BUY
$127.58 - $161.13 $8.29 Million - $10.5 Million
64,951 Added 6654.82%
65,927 $10.3 Million
Q2 2021

Aug 13, 2021

BUY
$134.61 - $156.7 $131,379 - $152,939
976 New
976 $132,000
Q2 2020

Aug 13, 2020

SELL
$48.65 - $85.54 $226,465 - $398,188
-4,655 Closed
0 $0
Q1 2020

May 15, 2020

SELL
$39.02 - $98.86 $33,362 - $84,525
-855 Reduced 15.52%
4,655 $248,000
Q4 2019

Feb 11, 2020

SELL
$72.1 - $94.26 $5,191 - $6,786
-72 Reduced 1.29%
5,510 $508,000
Q3 2019

Nov 12, 2019

BUY
$70.66 - $87.4 $6,995 - $8,652
99 Added 1.81%
5,582 $454,000
Q2 2019

Aug 08, 2019

SELL
$70.51 - $84.91 $527,837 - $635,636
-7,486 Reduced 57.72%
5,483 $447,000
Q1 2019

May 14, 2019

SELL
$59.74 - $77.93 $20,550 - $26,807
-344 Reduced 2.58%
12,969 $903,000
Q4 2018

Feb 14, 2019

SELL
$53.2 - $65.69 $86,822 - $107,206
-1,632 Reduced 10.92%
13,313 $813,000
Q3 2018

Nov 13, 2018

BUY
$63.88 - $69.99 $133,317 - $146,069
2,087 Added 16.23%
14,945 $964,000
Q2 2018

Aug 13, 2018

SELL
$56.49 - $72.22 $1,242 - $1,588
-22 Reduced 0.17%
12,858 $850,000
Q1 2018

May 11, 2018

BUY
$57.2 - $65.99 $736,736 - $849,951
12,880 New
12,880 $787,000

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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