A detailed history of Vestmark Advisory Solutions, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Vestmark Advisory Solutions, Inc. holds 18,526 shares of LPLA stock, worth $5.22 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
18,526
Previous 17,212 7.63%
Holding current value
$5.22 Million
Previous $3.92 Million 24.94%
% of portfolio
0.23%
Previous 0.21%

Shares

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

May 15, 2024

BUY
$230.75 - $273.77 $303,205 - $359,733
1,314 Added 7.63%
18,526 $4.89 Million
Q4 2023

Feb 06, 2024

BUY
$209.89 - $239.77 $107,883 - $123,241
514 Added 3.08%
17,212 $3.92 Million
Q3 2023

Nov 06, 2023

SELL
$218.49 - $247.52 $4.74 Million - $5.37 Million
-21,680 Reduced 56.49%
16,698 $3.97 Million
Q2 2023

Aug 07, 2023

BUY
$180.95 - $217.9 $39,989 - $48,155
221 Added 0.58%
38,378 $8.34 Million
Q1 2023

May 09, 2023

BUY
$192.0 - $255.57 $56,448 - $75,137
294 Added 0.78%
38,157 $7.72 Million
Q4 2022

Jan 20, 2023

SELL
$206.94 - $269.62 $1.99 Million - $2.6 Million
-9,633 Reduced 20.28%
37,863 $0
Q3 2022

Nov 03, 2022

BUY
$172.53 - $233.2 $337,468 - $456,139
1,956 Added 4.3%
47,496 $10.4 Million
Q2 2022

Aug 04, 2022

BUY
$167.48 - $218.52 $863,694 - $1.13 Million
5,157 Added 12.77%
45,540 $8.4 Million
Q1 2022

Apr 27, 2022

BUY
$143.67 - $190.77 $1.12 Million - $1.49 Million
7,814 Added 23.99%
40,383 $7.38 Million
Q4 2021

Jan 31, 2022

BUY
$152.65 - $175.02 $383,304 - $439,475
2,511 Added 8.35%
32,569 $5.21 Million
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $381,081 - $481,295
2,987 Added 11.03%
30,058 $4.71 Million
Q2 2021

Aug 09, 2021

BUY
$134.61 - $156.7 $330,198 - $384,385
2,453 Added 9.96%
27,071 $3.65 Million
Q1 2021

May 10, 2021

BUY
$103.11 - $146.29 $2.54 Million - $3.6 Million
24,618 New
24,618 $3.5 Million

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 $22.5B
  • 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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