A detailed history of Steven Cohen (Point72 Asset Management, L.P.) transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Point72 Asset Management, L.P. holds 350,382 shares of LPLA stock, worth $111 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
350,382
Previous 143,229 144.63%
Holding current value
$111 Million
Previous $40 Million 103.84%
% of portfolio
0.22%
Previous 0.11%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$193.0 - $282.1 $40 Million - $58.4 Million
207,153 Added 144.63%
350,382 $81.5 Million
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $36.7 Million - $41.4 Million
143,229 New
143,229 $40 Million
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $2.37 Million - $2.71 Million
-11,300 Reduced 81.88%
2,500 $569,000
Q3 2023

Nov 14, 2023

SELL
$218.49 - $247.52 $9.64 Million - $10.9 Million
-44,100 Reduced 76.17%
13,800 $3.28 Million
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $597,135 - $719,070
3,300 Added 6.04%
57,900 $12.6 Million
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $3.03 Million - $4.04 Million
15,800 Added 40.72%
54,600 $11.1 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $8.03 Million - $10.5 Million
38,800 New
38,800 $8.39 Million
Q2 2022

Aug 15, 2022

SELL
$167.48 - $218.52 $9.43 Million - $12.3 Million
-56,300 Reduced 83.9%
10,800 $1.99 Million
Q1 2022

May 16, 2022

SELL
$143.67 - $190.77 $20.7 Million - $27.5 Million
-144,200 Reduced 68.24%
67,100 $12.3 Million
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $46.9 Million - $53.7 Million
-306,979 Reduced 59.23%
211,300 $33.8 Million
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $42 Million - $53 Million
328,879 Added 173.64%
518,279 $81.2 Million
Q2 2021

Aug 16, 2021

BUY
$134.61 - $156.7 $23.2 Million - $27 Million
172,100 Added 994.8%
189,400 $25.6 Million
Q1 2021

May 17, 2021

BUY
$103.11 - $146.29 $1.66 Million - $2.36 Million
16,100 Added 1341.67%
17,300 $2.46 Million
Q4 2020

Feb 16, 2021

BUY
$76.15 - $104.25 $91,380 - $125,100
1,200 New
1,200 $125,000
Q3 2020

Nov 16, 2020

SELL
$74.14 - $85.09 $8.16 Million - $9.36 Million
-110,013 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
$48.65 - $85.54 $57.8 Million - $102 Million
-1,188,856 Reduced 91.53%
110,013 $8.63 Million
Q1 2020

May 15, 2020

BUY
$39.02 - $98.86 $50.7 Million - $128 Million
1,298,869 New
1,298,869 $70.7 Million
Q4 2019

Feb 14, 2020

SELL
$72.1 - $94.26 $10.3 Million - $13.5 Million
-142,783 Closed
0 $0
Q3 2019

Nov 15, 2019

BUY
$70.66 - $87.4 $10.1 Million - $12.5 Million
142,783 New
142,783 $11.7 Million
Q1 2019

May 15, 2019

SELL
$59.74 - $77.93 $26.1 Million - $34 Million
-436,198 Closed
0 $0
Q4 2018

Feb 14, 2019

SELL
$53.2 - $65.69 $18.1 Million - $22.4 Million
-340,729 Reduced 43.86%
436,198 $26.6 Million
Q3 2018

Nov 14, 2018

SELL
$63.88 - $69.99 $18.3 Million - $20.1 Million
-286,482 Reduced 26.94%
776,927 $50.1 Million
Q2 2018

Aug 14, 2018

BUY
$56.49 - $72.22 $4.28 Million - $5.47 Million
75,692 Added 7.66%
1,063,409 $69.7 Million
Q1 2018

May 15, 2018

BUY
$57.2 - $65.99 $8.73 Million - $10.1 Million
152,572 Added 18.27%
987,717 $60.3 Million
Q4 2017

Feb 14, 2018

BUY
$48.68 - $57.7 $18.5 Million - $21.9 Million
379,345 Added 83.23%
835,145 $47.7 Million
Q3 2017

Nov 14, 2017

BUY
$45.09 - $51.58 $20.6 Million - $23.5 Million
455,800
455,800 $23.5 Million

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 $25.3B
  • 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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