Strategic Global Advisors, LLC Lpl Financial Holdings Inc. Transaction History
Strategic Global Advisors, LLC
- $542 Million
- Q4 2024
A detailed history of Strategic Global Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Strategic Global Advisors, LLC holds 26,655 shares of LPLA stock, worth $9.65 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
26,655
Previous 25,601
4.12%
Holding current value
$9.65 Million
Previous $5.96 Million
46.07%
% of portfolio
1.61%
Previous 1.19%
Shares
13 transactions
Others Institutions Holding LPLA
# of Institutions
781Shares Held
69.9MCall Options Held
355KPut Options Held
486K-
Vanguard Group Inc Valley Forge, PA7.22MShares$2.61 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.92 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.91MShares$1.41 Billion1.64% of portfolio
-
Janus Henderson Group PLC London, X03.05MShares$1.1 Billion0.53% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.66MShares$964 Million2.07% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $28.9B
- 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...