Tobam Lpl Financial Holdings Inc. Transaction History

Tobam

$256 Million
Q2 2025

A detailed history of Tobam transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Tobam holds 11,753 shares of LPLA stock, worth $4.35 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

11,753

Previous 16,331 28.03%

Holding current value

$4.35 Million

Previous $5.34 Million 17.52%

% of portfolio

1.72%

Previous 2.28%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$283.31 - $388.96 $1.3 Million - $1.78 Million	-4,578 Reduced 28.03%	11,753 $4.41 Million
Q1 2025 Apr 16, 2025	SELL	$308.87 - $383.33 $1.17 Million - $1.46 Million	-3,802 Reduced 18.88%	16,331 $5.34 Million
Q4 2024 Jan 28, 2025	SELL	$229.85 - $335.91 $5.04 Million - $7.37 Million	-21,941 Reduced 52.15%	20,133 $6.57 Million
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

# of Institutions

883

Shares Held

78.7M

Call Options Held

193K

Put Options Held

360K

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 $29.5B
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

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.

Account