Sheaff Brock Investment Advisors, LLC Lpl Financial Holdings Inc. Transaction History

Sheaff Brock Investment Advisors, LLC

$1.58 Billion
Q1 2024

A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 8,809 shares of LPLA stock, worth $2.48 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,809

Previous 8,140 8.22%

Holding current value

$2.48 Million

Previous $1.85 Million 25.65%

% of portfolio

0.15%

Previous 0.14%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$230.75 - $273.77 $154,371 - $183,152	669 Added 8.22%	8,809 $2.33 Million
Q4 2023 Feb 08, 2024	BUY	$209.89 - $239.77 $49,953 - $57,065	238 Added 3.01%	8,140 $1.85 Million
Q3 2023 Nov 08, 2023	SELL	$218.49 - $247.52 $6,336 - $7,178	-29 Reduced 0.37%	7,902 $1.88 Million
Q2 2023 Aug 08, 2023	SELL	$180.95 - $217.9 $3,257 - $3,922	-18 Reduced 0.23%	7,931 $1.72 Million
Q1 2023 May 01, 2023	SELL	$192.0 - $255.57 $7,680 - $10,222	-40 Reduced 0.5%	7,949 $1.61 Million

Q4 2022 Feb 13, 2023	SELL	$206.94 - $269.62 $14,485 - $18,873	-70 Reduced 0.87%	7,989 $1.73 Million
Q3 2022 Nov 03, 2022	SELL	$172.53 - $233.2 $540,191 - $730,149	-3,131 Reduced 27.98%	8,059 $1.76 Million
Q2 2022 Aug 02, 2022	SELL	$167.48 - $218.52 $11,891 - $15,514	-71 Reduced 0.63%	11,190 $2.06 Million
Q1 2022 May 06, 2022	BUY	$143.67 - $190.77 $105,597 - $140,215	735 Added 6.98%	11,261 $2.06 Million
Q4 2021 Feb 03, 2022	BUY	$152.65 - $175.02 $68,692 - $78,759	450 Added 4.47%	10,526 $1.69 Million
Q3 2021 Nov 03, 2021	BUY	$127.58 - $161.13 $19,902 - $25,136	156 Added 1.57%	10,076 $1.58 Million
Q2 2021 Aug 16, 2021	BUY	$134.61 - $156.7 $55,863 - $65,030	415 Added 4.37%	9,920 $1.34 Million
Q1 2021 May 11, 2021	SELL	$103.11 - $146.29 $115,895 - $164,429	-1,124 Reduced 10.57%	9,505 $1.35 Million
Q4 2020 Feb 01, 2021	BUY	$76.15 - $104.25 $2,969 - $4,065	39 Added 0.37%	10,629 $1.11 Million
Q3 2020 Oct 30, 2020	SELL	$74.14 - $85.09 $25,949 - $29,781	-350 Reduced 3.2%	10,590 $812,000
Q2 2020 Aug 07, 2020	BUY	$48.65 - $85.54 $7,832 - $13,771	161 Added 1.49%	10,940 $858,000
Q1 2020 Apr 30, 2020	SELL	$39.02 - $98.86 $24,075 - $60,996	-617 Reduced 5.41%	10,779 $587,000
Q4 2019 Jan 29, 2020	SELL	$72.1 - $94.26 $21,197 - $27,712	-294 Reduced 2.51%	11,396 $1.05 Million
Q3 2019 Oct 28, 2019	SELL	$70.66 - $87.4 $5,652 - $6,992	-80 Reduced 0.68%	11,690 $957,000
Q2 2019 Jul 31, 2019	SELL	$70.51 - $84.91 $36,876 - $44,407	-523 Reduced 4.25%	11,770 $960,000
Q1 2019 Apr 29, 2019	BUY	$59.74 - $77.93 $734,383 - $957,993	12,293 New	12,293 $856,000

Others Institutions Holding LPLA

# of Institutions

676

Shares Held

68.4M

Call Options Held

346K

Put Options Held

88.9K

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 $22.5B
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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Sheaff Brock Investment Advisors, LLC Lpl Financial Holdings Inc. Transaction History