A detailed history of Sumitomo Mitsui Ds Asset Management Company, LTD transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Sumitomo Mitsui Ds Asset Management Company, LTD holds 16,677 shares of LPLA stock, worth $5.84 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,677
Previous 35,775 53.38%
Holding current value
$5.84 Million
Previous $9.99 Million 61.16%
% of portfolio
0.04%
Previous 0.12%

Shares

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

Oct 17, 2024

SELL
$193.0 - $282.1 $3.69 Million - $5.39 Million
-19,098 Reduced 53.38%
16,677 $3.88 Million
Q2 2024

Jul 30, 2024

SELL
$256.41 - $288.82 $298,717 - $336,475
-1,165 Reduced 3.15%
35,775 $9.99 Million
Q1 2024

May 02, 2024

SELL
$230.75 - $273.77 $326,049 - $386,837
-1,413 Reduced 3.68%
36,940 $9.76 Million
Q4 2023

Feb 01, 2024

SELL
$209.89 - $239.77 $947,863 - $1.08 Million
-4,516 Reduced 10.53%
38,353 $8.73 Million
Q3 2023

Oct 30, 2023

BUY
$218.49 - $247.52 $606,091 - $686,620
2,774 Added 6.92%
42,869 $10.2 Million
Q2 2023

Aug 04, 2023

BUY
$180.95 - $217.9 $1.66 Million - $2 Million
9,156 Added 29.59%
40,095 $8.72 Million
Q1 2023

May 02, 2023

BUY
$192.0 - $255.57 $16,512 - $21,979
86 Added 0.28%
30,939 $6.26 Million
Q4 2022

Jan 26, 2023

SELL
$206.94 - $269.62 $1.2 Million - $1.56 Million
-5,779 Reduced 15.78%
30,853 $0
Q3 2022

Oct 19, 2022

SELL
$172.53 - $233.2 $781,043 - $1.06 Million
-4,527 Reduced 11.0%
36,632 $8 Million
Q2 2022

Jul 13, 2022

BUY
$167.48 - $218.52 $899,535 - $1.17 Million
5,371 Added 15.01%
41,159 $7.59 Million
Q1 2022

Apr 19, 2022

SELL
$143.67 - $190.77 $2.2 Million - $2.92 Million
-15,298 Reduced 29.95%
35,788 $6.54 Million
Q4 2021

Jan 20, 2022

BUY
$152.65 - $175.02 $7.8 Million - $8.94 Million
51,086 New
51,086 $8.18 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 $28B
  • 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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