A detailed history of Sumitomo Life Insurance CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Sumitomo Life Insurance CO holds 4,032 shares of LPLA stock, worth $1.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,032
Previous 8,614 53.19%
Holding current value
$1.27 Million
Previous $2.41 Million 61.0%
% of portfolio
0.02%
Previous 0.05%

Shares

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

Oct 16, 2024

SELL
$193.0 - $282.1 $884,326 - $1.29 Million
-4,582 Reduced 53.19%
4,032 $938,000
Q2 2024

Jul 19, 2024

BUY
$256.41 - $288.82 $161,794 - $182,245
631 Added 7.9%
8,614 $2.41 Million
Q1 2024

Apr 26, 2024

SELL
$230.75 - $273.77 $44,073 - $52,290
-191 Reduced 2.34%
7,983 $2.11 Million
Q4 2023

Jan 30, 2024

SELL
$209.89 - $239.77 $49,324 - $56,345
-235 Reduced 2.79%
8,174 $1.86 Million
Q3 2023

Oct 23, 2023

BUY
$218.49 - $247.52 $228,977 - $259,400
1,048 Added 14.24%
8,409 $2 Million
Q2 2023

Jul 20, 2023

BUY
$180.95 - $217.9 $13,028 - $15,688
72 Added 0.99%
7,361 $1.6 Million
Q1 2023

Apr 27, 2023

SELL
$192.0 - $255.57 $10,560 - $14,056
-55 Reduced 0.75%
7,289 $1.48 Million
Q4 2022

Jan 17, 2023

SELL
$206.94 - $269.62 $164,103 - $213,808
-793 Reduced 9.75%
7,344 $1.59 Million
Q3 2022

Oct 31, 2022

BUY
$172.53 - $233.2 $37,611 - $50,837
218 Added 2.75%
8,137 $1.78 Million
Q2 2022

Jul 22, 2022

BUY
$167.48 - $218.52 $14,068 - $18,355
84 Added 1.07%
7,919 $1.46 Million
Q1 2022

Apr 27, 2022

SELL
$143.67 - $190.77 $29,452 - $39,107
-205 Reduced 2.55%
7,835 $1.43 Million
Q4 2021

Feb 04, 2022

BUY
$152.65 - $175.02 $274,617 - $314,860
1,799 Added 28.83%
8,040 $1.29 Million
Q3 2021

Oct 25, 2021

SELL
$127.58 - $161.13 $35,084 - $44,310
-275 Reduced 4.22%
6,241 $978,000
Q2 2021

Jul 20, 2021

BUY
$134.61 - $156.7 $877,118 - $1.02 Million
6,516 New
6,516 $880,000

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 $25.1B
  • 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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