Wells Fargo & Company Lpl Financial Holdings Inc. Transaction History

Wells Fargo & Company

$407 Billion
Q2 2024

A detailed history of Wells Fargo & Company transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Wells Fargo & Company holds 502,943 shares of LPLA stock, worth $117 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

502,943

Previous 486,155 3.45%

Holding current value

$117 Million

Previous $128 Million 9.37%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$256.41 - $288.82 $4.3 Million - $4.85 Million	16,788 Added 3.45%	502,943 $140 Million
Q1 2024 May 10, 2024	BUY	$230.75 - $273.77 $2.17 Million - $2.57 Million	9,396 Added 1.97%	486,155 $128 Million
Q4 2023 Feb 09, 2024	SELL	$209.89 - $239.77 $1.59 Million - $1.82 Million	-7,593 Reduced 1.57%	476,759 $109 Million
Q3 2023 Nov 13, 2023	BUY	$218.49 - $247.52 $11.9 Million - $13.5 Million	54,384 Added 12.65%	484,352 $115 Million
Q2 2023 Aug 15, 2023	BUY	$180.95 - $217.9 $1.02 Million - $1.23 Million	5,645 Added 1.33%	429,968 $93.5 Million
Q1 2023 May 12, 2023	SELL	$192.0 - $255.57 $1.58 Million - $2.11 Million	-8,241 Reduced 1.91%	424,323 $85.9 Million
Q4 2022 Feb 13, 2023	SELL	$206.94 - $269.62 $30.1 Million - $39.2 Million	-145,212 Reduced 25.13%	432,564 $93.5 Million
Q3 2022 Nov 14, 2022	SELL	$172.53 - $233.2 $283,984 - $383,847	-1,646 Reduced 0.28%	577,776 $126 Million
Q2 2022 Aug 12, 2022	SELL	$167.48 - $218.52 $11.7 Million - $15.3 Million	-70,076 Reduced 10.79%	579,422 $107 Million
Q1 2022 May 16, 2022	BUY	$143.67 - $190.77 $26.9 Million - $35.7 Million	187,138 Added 40.47%	649,498 $119 Million
Q4 2021 Feb 14, 2022	SELL	$152.65 - $175.02 $314 Million - $360 Million	-2,058,451 Reduced 81.66%	462,360 $74 Million
Q3 2021 Nov 15, 2021	BUY	$127.58 - $161.13 $795,206 - $1 Million	6,233 Added 0.25%	2,520,811 $395 Million
Q2 2021 Aug 16, 2021	SELL	$134.61 - $156.7 $10.5 Million - $12.2 Million	-78,089 Reduced 3.01%	2,514,578 $339 Million
Q1 2021 May 13, 2021	BUY	$103.11 - $146.29 $158 Million - $224 Million	1,532,687 Added 144.6%	2,592,667 $369 Million
Q4 2020 Feb 09, 2021	BUY	$76.15 - $104.25 $57.8 Million - $79.2 Million	759,374 Added 252.61%	1,059,980 $110 Million
Q3 2020 Nov 05, 2020	SELL	$74.14 - $85.09 $687,500 - $789,039	-9,273 Reduced 2.99%	300,606 $23 Million
Q2 2020 Aug 13, 2020	SELL	$48.65 - $85.54 $78,618 - $138,232	-1,616 Reduced 0.52%	309,879 $24.3 Million
Q1 2020 May 14, 2020	BUY	$39.02 - $98.86 $12.2 Million - $30.8 Million	311,495 New	311,495 $17 Million

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.

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...

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Wells Fargo & Company Lpl Financial Holdings Inc. Transaction History