A detailed history of Susquehanna Fundamental Investments, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Susquehanna Fundamental Investments, LLC holds 37,121 shares of LPLA stock, worth $12 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
37,121
Previous 37,727 1.61%
Holding current value
$12 Million
Previous $9.97 Billion 4.02%
% of portfolio
0.24%
Previous 0.47%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$256.41 - $288.82 $155,384 - $175,024
-606 Reduced 1.61%
37,121 $10.4 Billion
Q1 2024

May 07, 2024

BUY
$230.75 - $273.77 $8.71 Million - $10.3 Million
37,727 New
37,727 $9.97 Billion
Q4 2022

Feb 14, 2023

SELL
$206.94 - $269.62 $3.11 Million - $4.06 Million
-15,040 Reduced 67.72%
7,170 $1.55 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $3.83 Million - $5.18 Million
22,210 New
22,210 $4.85 Million
Q1 2022

May 16, 2022

SELL
$143.67 - $190.77 $568,933 - $755,449
-3,960 Closed
0 $0
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $2.69 Million - $3.09 Million
-17,629 Reduced 81.66%
3,960 $634,000
Q3 2021

Nov 15, 2021

SELL
$127.58 - $161.13 $1.34 Million - $1.69 Million
-10,500 Reduced 32.72%
21,589 $3.38 Million
Q2 2021

Aug 11, 2021

SELL
$134.61 - $156.7 $13,461 - $15,669
-100 Reduced 0.31%
32,089 $4.33 Million
Q1 2021

May 17, 2021

BUY
$103.11 - $146.29 $408,315 - $579,308
3,960 Added 14.03%
32,189 $4.58 Million
Q4 2020

Feb 16, 2021

BUY
$76.15 - $104.25 $1.34 Million - $1.84 Million
17,629 Added 166.31%
28,229 $2.94 Million
Q3 2020

Nov 16, 2020

BUY
$74.14 - $85.09 $785,884 - $901,954
10,600 New
10,600 $813,000

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 $25.7B
  • 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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