A detailed history of Surgo Cap Partners LP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Surgo Cap Partners LP holds 780,721 shares of LPLA stock, worth $248 Million. This represents 9.07% of its overall portfolio holdings.

Number of Shares
780,721
Previous 546,841 42.77%
Holding current value
$248 Million
Previous $153 Billion 18.91%
% of portfolio
9.07%
Previous 8.93%

Shares

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

Nov 13, 2024

BUY
$193.0 - $282.1 $45.1 Million - $66 Million
233,880 Added 42.77%
780,721 $182 Billion
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $6.39 Million - $7.19 Million
24,910 Added 4.77%
546,841 $153 Billion
Q1 2024

May 14, 2024

SELL
$230.75 - $273.77 $12.6 Million - $15 Million
-54,688 Reduced 9.48%
521,931 $138 Billion
Q4 2023

Feb 13, 2024

BUY
$209.89 - $239.77 $121 Million - $138 Million
576,619 New
576,619 $131 Billion

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 $25.3B
  • 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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