A detailed history of Tobam transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Tobam holds 42,074 shares of LPLA stock, worth $13.7 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
42,074
Previous 27,767 51.53%
Holding current value
$13.7 Million
Previous $7.76 Million 26.22%
% of portfolio
1.78%
Previous 1.22%

Shares

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

Oct 09, 2024

BUY
$193.0 - $282.1 $2.76 Million - $4.04 Million
14,307 Added 51.53%
42,074 $9.79 Million
Q2 2024

Jul 29, 2024

SELL
$256.41 - $288.82 $3.55 Million - $4 Million
-13,835 Reduced 33.26%
27,767 $7.76 Million
Q1 2024

May 02, 2024

BUY
$230.75 - $273.77 $4.82 Million - $5.71 Million
20,868 Added 100.65%
41,602 $11 Million
Q4 2023

Jan 26, 2024

BUY
$209.89 - $239.77 $28,964 - $33,088
138 Added 0.67%
20,734 $4.72 Million
Q3 2023

Oct 31, 2023

SELL
$218.49 - $247.52 $399,836 - $452,961
-1,830 Reduced 8.16%
20,596 $4.9 Million
Q2 2023

Jul 31, 2023

SELL
$180.95 - $217.9 $148,921 - $179,331
-823 Reduced 3.54%
22,426 $4.88 Million
Q1 2023

May 03, 2023

BUY
$192.0 - $255.57 $4.21 Million - $5.6 Million
21,919 Added 1648.05%
23,249 $4.71 Million
Q4 2022

Feb 02, 2023

BUY
$206.94 - $269.62 $195,351 - $254,521
944 Added 244.56%
1,330 $288,000
Q1 2022

Apr 25, 2022

BUY
$143.67 - $190.77 $55,456 - $73,637
386 New
386 $71,000
Q1 2021

May 11, 2021

SELL
$103.11 - $146.29 $29,283 - $41,546
-284 Closed
0 $0
Q4 2020

Feb 03, 2021

BUY
$76.15 - $104.25 $21,626 - $29,607
284 New
284 $30,000

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 $26B
  • 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
Track This Portfolio

Track Tobam Portfolio

Follow Tobam and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tobam, based on Form 13F filings with the SEC.

News

Stay updated on Tobam with notifications on news.