Summer Haven Investment Management, LLC Lpl Financial Holdings Inc. Transaction History

Summer Haven Investment Management, LLC

  • $156 Million
  • Q1 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 20, 2021
SELL
$127.58 - $161.13 $709,217 - $895,721
-5,559 Closed
0 $0
Q2 2021

Jul 28, 2021
BUY
$134.61 - $156.7 $18,845 - $21,938
140 Added 2.58%
5,559 $750,000
Q4 2020

Feb 17, 2021
SELL
$76.15 - $104.25 $42.6 Million - $58.3 Million
-559,349 Reduced 99.04%
5,419 $565,000
Q4 2020

Feb 16, 2021
BUY
$76.15 - $104.25 $43 Million - $58.9 Million
564,768 New
564,768 $565,000

Others Institutions Holding LPLA

# of Institutions
676
Shares Held
68.4M
Call Options Held
346K
Put Options Held
88.9K
View Full List

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $22B
  • 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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