Stifel Financial Corp Lpl Financial Holdings Inc. Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

A detailed history of Stifel Financial Corp transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Stifel Financial Corp holds 122,831 shares of LPLA stock, worth $38.6 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

122,831

Previous 145,023 15.3%

Holding current value

$38.6 Million

Previous $40.5 Million 29.42%

% of portfolio

0.03%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$193.0 - $282.1 $4.28 Million - $6.26 Million	-22,192 Reduced 15.3%	122,831 $28.6 Million
Q2 2024 Aug 13, 2024	BUY	$256.41 - $288.82 $841,794 - $948,196	3,283 Added 2.32%	145,023 $40.5 Million
Q1 2024 May 13, 2024	BUY	$230.75 - $273.77 $10.1 Million - $12 Million	43,773 Added 44.68%	141,740 $37.4 Million
Q4 2023 Feb 12, 2024	SELL	$209.89 - $239.77 $2.06 Million - $2.35 Million	-9,805 Reduced 9.1%	97,967 $22.3 Million
Q3 2023 Nov 13, 2023	BUY	$218.49 - $247.52 $285,129 - $323,013	1,305 Added 1.23%	107,772 $25.6 Million
Q2 2023 Aug 14, 2023	SELL	$180.95 - $217.9 $71,837 - $86,506	-397 Reduced 0.37%	106,467 $23.1 Million
Q1 2023 May 12, 2023	SELL	$192.0 - $255.57 $809,472 - $1.08 Million	-4,216 Reduced 3.8%	106,864 $21.6 Million
Q4 2022 Feb 13, 2023	SELL	$206.94 - $269.62 $6.9 Million - $8.98 Million	-33,320 Reduced 23.07%	111,080 $24 Million
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $211,176 - $285,436	1,224 Added 0.85%	144,400 $31.5 Million
Q2 2022 Aug 15, 2022	BUY	$167.48 - $218.52 $3.98 Million - $5.2 Million	23,781 Added 19.92%	143,176 $26.4 Million
Q1 2022 May 13, 2022	BUY	$143.67 - $190.77 $1.69 Million - $2.25 Million	11,789 Added 10.96%	119,395 $21.8 Million
Q4 2021 Feb 14, 2022	BUY	$152.65 - $175.02 $956,504 - $1.1 Million	6,266 Added 6.18%	107,606 $17.2 Million
Q3 2021 Nov 15, 2021	BUY	$127.58 - $161.13 $744,812 - $940,676	5,838 Added 6.11%	101,340 $15.9 Million
Q2 2021 Aug 13, 2021	BUY	$134.61 - $156.7 $1.04 Million - $1.21 Million	7,699 Added 8.77%	95,502 $12.9 Million
Q1 2021 May 14, 2021	BUY	$103.11 - $146.29 $7.68 Million - $10.9 Million	74,453 Added 557.7%	87,803 $12.5 Million
Q4 2020 Feb 12, 2021	BUY	$76.15 - $104.25 $168,443 - $230,601	2,212 Added 19.86%	13,350 $1.39 Million
Q3 2020 Nov 16, 2020	BUY	$74.14 - $85.09 $6,079 - $6,977	82 Added 0.74%	11,138 $854,000
Q2 2020 Aug 14, 2020	BUY	$48.65 - $85.54 $146,728 - $257,988	3,016 Added 37.51%	11,056 $867,000
Q1 2020 May 14, 2020	BUY	$39.02 - $98.86 $10,886 - $27,581	279 Added 3.59%	8,040 $433,000
Q4 2019 Feb 13, 2020	BUY	$72.1 - $94.26 $559,568 - $731,551	7,761 New	7,761 $720,000

Others Institutions Holding LPLA

# of Institutions

705

Shares Held

68.6M

Call Options Held

647K

Put Options Held

549K

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 $25B
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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Stifel Financial Corp Lpl Financial Holdings Inc. Transaction History