Tocqueville Asset Management L.P. Lpl Financial Holdings Inc. Transaction History

Tocqueville Asset Management L.P.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$218.49 - $247.52 $111,211 - $125,987	509 Added 4.41%	12,048 $2.86 Million
Q2 2023 Aug 11, 2023	SELL	$180.95 - $217.9 $13,571 - $16,342	-75 Reduced 0.65%	11,539 $2.51 Million
Q1 2023 May 10, 2023	BUY	$192.0 - $255.57 $5,952 - $7,922	31 Added 0.27%	11,614 $2.35 Million
Q4 2022 Feb 09, 2023	SELL	$206.94 - $269.62 $514,659 - $670,544	-2,487 Reduced 17.68%	11,583 $2.5 Million
Q2 2022 Aug 12, 2022	SELL	$167.48 - $218.52 $167,647 - $218,738	-1,001 Reduced 6.64%	14,070 $2.6 Million
Q1 2022 May 16, 2022	SELL	$143.67 - $190.77 $287 - $381	-2 Reduced 0.01%	15,071 $2.75 Million
Q4 2021 Feb 14, 2022	SELL	$152.65 - $175.02 $152 - $175	-1 Reduced 0.01%	15,073 $2.41 Million
Q3 2021 Nov 15, 2021	SELL	$127.58 - $161.13 $250,184 - $315,975	-1,961 Reduced 11.51%	15,074 $2.36 Million
Q2 2021 Aug 16, 2021	BUY	$134.61 - $156.7 $526,325 - $612,697	3,910 Added 29.79%	17,035 $2.3 Million
Q1 2021 May 17, 2021	BUY	$103.11 - $146.29 $1.35 Million - $1.92 Million	13,125 New	13,125 $1.87 Million

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.3B
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...

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