Signature Estate & Investment Advisors LLC Lpl Financial Holdings Inc. Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 21, 2020	SELL	$48.65 - $85.54 $941,718 - $1.66 Million	-19,357 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$39.02 - $98.86 $70,196 - $177,849	1,799 Added 10.25%	19,357 $1.05 Million
Q4 2019 Oct 09, 2020	BUY	$72.1 - $94.26 $24,586 - $32,142	341 Added 1.98%	17,558 $1.62 Million
Q4 2019 Feb 06, 2020	BUY	$72.1 - $94.26 $10,238 - $13,384	142 Added 0.83%	17,217 $1.59 Million
Q3 2019 Oct 09, 2020	BUY	$70.66 - $87.4 $3,321 - $4,107	47 Added 0.28%	17,075 $1.4 Million
Q3 2019 Oct 31, 2019	BUY	$70.66 - $87.4 $22,045 - $27,268	312 Added 1.87%	17,028 $1.4 Million
Q2 2019 Oct 09, 2020	BUY	$70.51 - $84.91 $6,557 - $7,896	93 Added 0.56%	16,716 $1.36 Million
Q2 2019 Aug 01, 2019	BUY	$70.51 - $84.91 $35,889 - $43,219	509 Added 3.16%	16,623 $1.36 Million
Q1 2019 Oct 13, 2020	BUY	$59.74 - $77.93 $3,345 - $4,364	56 Added 0.35%	16,114 $1.12 Million
Q1 2019 May 01, 2019	BUY	$59.74 - $77.93 $959,304 - $1.25 Million	16,058 New	16,058 $1.12 Million

Others Institutions Holding LPLA

# of Institutions

702

Shares Held

68.6M

Call Options Held

647K

Put Options Held

549K

Vanguard Group Inc Valley Forge, PA

7.28M
Shares

$2.39 Billion
0.03% of portfolio
Black Rock Inc. New York, NY

5.3M
Shares

$1.74 Billion
0.03% of portfolio
Boston Partners Boston, MA

3.1M
Shares

$1.02 Billion
0.89% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

2.6M
Shares

$854 Million
1.39% of portfolio
Janus Henderson Group PLC London, X0

2.53M
Shares

$829 Million
0.31% of portfolio

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 $26.2B
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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