Ssi Investment Management LLC Lpl Financial Holdings Inc. Transaction History

Ssi Investment Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 04, 2022	BUY	$172.53 - $233.2 $862 - $1,166	5 Added 0.27%	1,889 $413,000
Q1 2022 May 10, 2022	SELL	$143.67 - $190.77 $2,873 - $3,815	-20 Reduced 1.05%	1,884 $345,000
Q4 2021 Feb 11, 2022	SELL	$152.65 - $175.02 $763 - $875	-5 Reduced 0.26%	1,904 $305,000
Q2 2021 Aug 16, 2021	SELL	$134.61 - $156.7 $942 - $1,096	-7 Reduced 0.37%	1,909 $256,000
Q1 2021 May 28, 2021	BUY	$103.11 - $146.29 $197,558 - $280,291	1,916 New	1,916 $272,000

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $25.7B
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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