A detailed history of Versant Capital Management, Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Versant Capital Management, Inc holds 12 shares of LPLA stock, worth $3,774. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12
Previous 69 82.61%
Holding current value
$3,774
Previous $19,000 89.47%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 07, 2024

SELL
$193.0 - $282.1 $11,001 - $16,079
-57 Reduced 82.61%
12 $2,000
Q2 2024

Jul 05, 2024

BUY
$256.41 - $288.82 $15,641 - $17,618
61 Added 762.5%
69 $19,000
Q4 2023

Jan 08, 2024

SELL
$209.89 - $239.77 $3,568 - $4,076
-17 Reduced 68.0%
8 $1,000
Q2 2023

Jul 10, 2023

BUY
$180.95 - $217.9 $723 - $871
4 Added 19.05%
25 $5,000
Q1 2023

Apr 10, 2023

BUY
$192.0 - $255.57 $4,032 - $5,366
21 New
21 $4,000
Q2 2020

Jul 16, 2020

SELL
$48.65 - $85.54 $0 - $0
0 Closed
0 $0
Q1 2020

Apr 17, 2020

SELL
$39.02 - $98.86 $156 - $395
-4 Closed
0 $0
Q3 2019

Oct 18, 2019

SELL
$70.66 - $87.4 $141 - $174
-2 Reduced 33.33%
4 $0
Q1 2019

Apr 23, 2019

BUY
$59.74 - $77.93 $358 - $467
6 New
6 $0
Q1 2019

Apr 23, 2019

SELL
$59.74 - $77.93 $358 - $467
-6 Closed
0 $0
Q3 2017

Apr 23, 2018

SELL
$45.09 - $51.58 $315 - $361
-7 Reduced 53.85%
6 $0
Q3 2016

Apr 23, 2018

SELL
N/A
-13 Reduced 50.0%
13 $0
Q2 2016

Apr 23, 2018

SELL
N/A
-49 Reduced 65.33%
26 $0
Q1 2016

Apr 23, 2018

BUY
N/A
75
75 $1,000

Others Institutions Holding LPLA

About LPL Financial Holdings Inc.


  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $25.1B
  • 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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