Vanguard Group Inc Lpl Financial Holdings Inc. Transaction History

Vanguard Group Inc

$5.57 Trillion
Q4 2024

A detailed history of Vanguard Group Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Vanguard Group Inc holds 7,218,657 shares of LPLA stock, worth $2.74 Billion. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,218,657

Previous 7,279,594 0.84%

Holding current value

$2.74 Billion

Previous $1.69 Billion 39.12%

% of portfolio

0.04%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$229.85 - $335.91 $14 Million - $20.5 Million	-60,937 Reduced 0.84%	7,218,657 $2.36 Billion
Q3 2024 Nov 13, 2024	BUY	$193.0 - $282.1 $17.7 Million - $25.9 Million	91,726 Added 1.28%	7,279,594 $1.69 Billion
Q2 2024 Aug 13, 2024	BUY	$256.41 - $288.82 $36.1 Million - $40.7 Million	140,922 Added 2.0%	7,187,868 $2.01 Billion
Q1 2024 May 10, 2024	SELL	$230.75 - $273.77 $21.7 Million - $25.8 Million	-94,103 Reduced 1.32%	7,046,946 $1.86 Billion
Q4 2023 Feb 14, 2024	BUY	$209.89 - $239.77 $10.2 Million - $11.6 Million	48,439 Added 0.68%	7,141,049 $1.63 Billion
Q3 2023 Nov 14, 2023	SELL	$218.49 - $247.52 $71.6 Million - $81.1 Million	-327,529 Reduced 4.41%	7,092,610 $1.69 Billion
Q2 2023 Aug 14, 2023	SELL	$180.95 - $217.9 $93.7 Million - $113 Million	-517,889 Reduced 6.52%	7,420,139 $1.61 Billion
Q1 2023 May 15, 2023	BUY	$192.0 - $255.57 $71 Million - $94.5 Million	369,589 Added 4.88%	7,938,028 $1.61 Billion
Q4 2022 Feb 10, 2023	BUY	$206.94 - $269.62 $92.6 Million - $121 Million	447,420 Added 6.28%	7,568,439 $1.64 Billion
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $18 Million - $24.3 Million	104,104 Added 1.48%	7,121,019 $1.56 Billion
Q2 2022 Aug 12, 2022	BUY	$167.48 - $218.52 $929,514 - $1.21 Million	5,550 Added 0.08%	7,016,915 $1.29 Billion
Q1 2022 May 13, 2022	BUY	$143.67 - $190.77 $13.4 Million - $17.8 Million	93,283 Added 1.35%	7,011,365 $1.28 Billion
Q4 2021 Feb 14, 2022	BUY	$152.65 - $175.02 $2.23 Million - $2.56 Million	14,619 Added 0.21%	6,918,082 $1.11 Billion
Q3 2021 Nov 12, 2021	SELL	$127.58 - $161.13 $24.9 Million - $31.4 Million	-195,031 Reduced 2.75%	6,903,463 $1.08 Billion
Q2 2021 Aug 13, 2021	BUY	$134.61 - $156.7 $956 Million - $1.11 Billion	7,098,494 New	7,098,494 $958 Million

Others Institutions Holding LPLA

# of Institutions

780

Shares Held

69.9M

Call Options Held

355K

Put Options Held

486K

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 $30.3B
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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Vanguard Group Inc Lpl Financial Holdings Inc. Transaction History