Van Leeuwen & Company, LLC Lpl Financial Holdings Inc. Transaction History

Van Leeuwen & Company, LLC

  • $196 Million
  • Q1 2024

A detailed history of Van Leeuwen & Company, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Van Leeuwen & Company, LLC holds 5,900 shares of LPLA stock, worth $1.37 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
5,900
Previous 5,734 2.9%
Holding current value
$1.37 Million
Previous $1.31 Million 19.39%
% of portfolio
0.79%
Previous 0.76%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$230.75 - $273.77 $38,304 - $45,445
166 Added 2.9%
5,900 $1.56 Million
Q4 2023

Feb 07, 2024
SELL
$209.89 - $239.77 $20,989 - $23,977
-100 Reduced 1.71%
5,734 $1.31 Million
Q3 2023

Nov 09, 2023
BUY
$218.49 - $247.52 $30,807 - $34,900
141 Added 2.48%
5,834 $1.39 Million
Q2 2023

Feb 06, 2024
SELL
$180.95 - $217.9 $25,513 - $30,723
-141 Reduced 2.42%
5,693 $1.24 Million
Q2 2023

Aug 07, 2023
SELL
$180.95 - $217.9 $9,047 - $10,895
-50 Reduced 0.87%
5,693 $1.26 Million
Q1 2023

Feb 06, 2024
SELL
$192.0 - $255.57 $57,600 - $76,671
-300 Reduced 4.96%
5,743 $1.16 Million
Q1 2023

May 08, 2023
SELL
$192.0 - $255.57 $57,600 - $76,671
-300 Reduced 4.96%
5,743 $1.16 Million
Q4 2022

Feb 06, 2024
BUY
$206.94 - $269.62 $43,250 - $56,350
209 Added 3.58%
6,043 $1.31 Million
Q4 2022

Feb 14, 2023
SELL
$206.94 - $269.62 $32,903 - $42,869
-159 Reduced 2.56%
6,043 $1.31 Million
Q3 2022

Nov 09, 2022
SELL
$172.53 - $233.2 $119,908 - $162,074
-695 Reduced 10.08%
6,202 $1.36 Million
Q2 2022

Aug 11, 2022
BUY
$167.48 - $218.52 $46,057 - $60,093
275 Added 4.15%
6,897 $1.27 Million
Q1 2022

May 12, 2022
SELL
$143.67 - $190.77 $100,712 - $133,729
-701 Reduced 9.57%
6,622 $1.21 Million
Q4 2021

Feb 14, 2022
BUY
$152.65 - $175.02 $492,296 - $564,439
3,225 Added 78.7%
7,323 $1.17 Million
Q2 2021

Aug 10, 2021
BUY
$134.61 - $156.7 $54,786 - $63,776
407 Added 11.03%
4,098 $577,000
Q1 2021

May 11, 2021
BUY
$103.11 - $146.29 $46,193 - $65,537
448 Added 13.81%
3,691 $525,000
Q4 2020

Feb 16, 2021
SELL
$76.15 - $104.25 $44,090 - $60,360
-579 Reduced 15.15%
3,243 $338,000
Q3 2020

Nov 13, 2020
BUY
$74.14 - $85.09 $37,070 - $42,545
500 Added 15.05%
3,822 $293,000
Q2 2020

Aug 03, 2020
SELL
$48.65 - $85.54 $48,650 - $85,540
-1,000 Reduced 23.14%
3,322 $260,000
Q4 2019

Feb 04, 2020
BUY
$72.1 - $94.26 $84,068 - $109,907
1,166 Added 36.95%
4,322 $399,000
Q3 2019

Nov 12, 2019
SELL
$70.66 - $87.4 $3,179 - $3,933
-45 Reduced 1.41%
3,156 $258,000
Q2 2019

Jul 31, 2019
BUY
$70.51 - $84.91 $225,702 - $271,796
3,201 New
3,201 $261,000

Others Institutions Holding LPLA

# of Institutions
723
Shares Held
69.3M
Call Options Held
110K
Put Options Held
134K
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 $18.6B
  • 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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