Utah Retirement Systems Lpl Financial Holdings Inc. Transaction History

Utah Retirement Systems

  • $8.7 Billion
  • Q3 2024

A detailed history of Utah Retirement Systems transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Utah Retirement Systems holds 12,317 shares of LPLA stock, worth $3.97 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,317
Previous 12,217 0.82%
Holding current value
$3.97 Million
Previous $3.41 Million 16.0%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 14, 2024
BUY
$193.0 - $282.1 $19,300 - $28,210
100 Added 0.82%
12,317 $2.87 Million
Q2 2024

Aug 14, 2024
SELL
$256.41 - $288.82 $230,769 - $259,938
-900 Reduced 6.86%
12,217 $3.41 Million
Q4 2023

Feb 14, 2024
SELL
$209.89 - $239.77 $62,966 - $71,931
-300 Reduced 2.24%
13,117 $2.99 Million
Q2 2023

Aug 14, 2023
SELL
$180.95 - $217.9 $126,664 - $152,530
-700 Reduced 4.96%
13,417 $2.92 Million
Q1 2023

May 15, 2023
BUY
$192.0 - $255.57 $10,368 - $13,800
54 Added 0.38%
14,117 $2.86 Million
Q4 2022

Feb 15, 2023
SELL
$206.94 - $269.62 $30,213 - $39,364
-146 Reduced 1.03%
14,063 $3.04 Million
Q1 2022

May 13, 2022
SELL
$143.67 - $190.77 $28,733 - $38,154
-200 Reduced 1.39%
14,209 $2.6 Million
Q4 2021

Feb 14, 2022
BUY
$152.65 - $175.02 $15,265 - $17,502
100 Added 0.7%
14,409 $2.31 Million
Q3 2021

Nov 16, 2021
SELL
$127.58 - $161.13 $102,064 - $128,904
-800 Reduced 5.29%
14,309 $2.24 Million
Q1 2021

May 17, 2021
SELL
$103.11 - $146.29 $61,866 - $87,774
-600 Reduced 3.82%
15,109 $2.15 Million
Q4 2020

Feb 16, 2021
BUY
$76.15 - $104.25 $45,690 - $62,550
600 Added 3.97%
15,709 $1.64 Million
Q3 2020

Nov 16, 2020
BUY
$74.14 - $85.09 $7,414 - $8,509
100 Added 0.67%
15,109 $1.16 Million
Q2 2020

Aug 13, 2020
SELL
$48.65 - $85.54 $14,595 - $25,662
-300 Reduced 1.96%
15,009 $1.18 Million
Q4 2019

Feb 12, 2020
SELL
$72.1 - $94.26 $14,419 - $18,852
-200 Reduced 1.29%
15,309 $1.41 Million
Q3 2019

Nov 14, 2019
SELL
$70.66 - $87.4 $14,132 - $17,480
-200 Reduced 1.27%
15,509 $1.27 Million
Q2 2019

Aug 14, 2019
SELL
$70.51 - $84.91 $17,063 - $20,548
-242 Reduced 1.52%
15,709 $1.28 Million
Q1 2019

May 15, 2019
SELL
$59.74 - $77.93 $13,441 - $17,534
-225 Reduced 1.39%
15,951 $1.11 Million
Q4 2018

Feb 08, 2019
SELL
$53.2 - $65.69 $5,320 - $6,569
-100 Reduced 0.61%
16,176 $988,000
Q3 2018

Nov 13, 2018
SELL
$63.88 - $69.99 $6,388 - $6,998
-100 Reduced 0.61%
16,276 $1.05 Million
Q4 2017

Feb 14, 2018
BUY
$48.68 - $57.7 $9,736 - $11,540
200 Added 1.24%
16,376 $935,000
Q3 2017

Nov 13, 2017
BUY
$45.09 - $51.58 $729,375 - $834,358
16,176
16,176 $834,000

Others Institutions Holding LPLA

# of Institutions
703
Shares Held
68.6M
Call Options Held
647K
Put Options Held
549K
View Full List

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • 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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