Sumitomo Mitsui Trust Holdings, Inc. Lpl Financial Holdings Inc. Transaction History

Sumitomo Mitsui Trust Holdings, Inc.

$142 Billion
Q3 2024

A detailed history of Sumitomo Mitsui Trust Holdings, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Sumitomo Mitsui Trust Holdings, Inc. holds 175,199 shares of LPLA stock, worth $55 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

175,199

Previous 170,627 2.68%

Holding current value

$55 Million

Previous $47.7 Million 14.44%

% of portfolio

0.03%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$193.0 - $282.1 $882,396 - $1.29 Million	4,572 Added 2.68%	175,199 $40.8 Million
Q2 2024 Jul 19, 2024	SELL	$256.41 - $288.82 $4.4 Million - $4.95 Million	-17,156 Reduced 9.14%	170,627 $47.7 Million
Q1 2024 Apr 19, 2024	SELL	$230.75 - $273.77 $4.32 Million - $5.13 Million	-18,737 Reduced 9.07%	187,783 $49.6 Million
Q4 2023 Jan 30, 2024	BUY	$209.89 - $239.77 $2.46 Million - $2.81 Million	11,736 Added 6.03%	206,520 $47 Million
Q3 2023 Oct 30, 2023	SELL	$218.49 - $247.52 $4.06 Million - $4.6 Million	-18,584 Reduced 8.71%	194,784 $46.3 Million
Q2 2023 Jul 31, 2023	SELL	$180.95 - $217.9 $4.65 Million - $5.6 Million	-25,700 Reduced 10.75%	213,368 $46.4 Million
Q1 2023 Apr 27, 2023	BUY	$192.0 - $255.57 $3.34 Million - $4.45 Million	17,398 Added 7.85%	239,068 $48.4 Million
Q4 2022 Jan 30, 2023	SELL	$206.94 - $269.62 $491,689 - $640,617	-2,376 Reduced 1.06%	221,670 $47.9 Million
Q3 2022 Oct 21, 2022	SELL	$172.53 - $233.2 $734,460 - $992,732	-4,257 Reduced 1.86%	224,046 $49 Million
Q2 2022 Jul 26, 2022	BUY	$167.48 - $218.52 $37.3 Million - $48.7 Million	222,983 Added 4191.41%	228,303 $42.1 Million
Q1 2022 Apr 27, 2022	BUY	$143.67 - $190.77 $764,324 - $1.01 Million	5,320 New	5,320 $972,000
Q4 2021 Feb 02, 2022	SELL	$152.65 - $175.02 $201,650 - $231,201	-1,321 Closed	0 $0
Q3 2021 Oct 25, 2021	BUY	$127.58 - $161.13 $168,533 - $212,852	1,321 New	1,321 $207,000
Q2 2020 Jul 27, 2020	SELL	$48.65 - $85.54 $447,920 - $787,566	-9,207 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	$39.02 - $98.86 $105,510 - $267,317	2,704 Added 41.58%	9,207 $501,000
Q4 2019 Jan 31, 2020	SELL	$72.1 - $94.26 $1.65 Million - $2.15 Million	-22,848 Reduced 77.84%	6,503 $600,000
Q3 2019 Oct 31, 2019	BUY	$70.66 - $87.4 $2.07 Million - $2.57 Million	29,351 New	29,351 $2.4 Million

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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Sumitomo Mitsui Trust Holdings, Inc. Lpl Financial Holdings Inc. Transaction History