A detailed history of Whittier Trust CO Of Nevada Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Whittier Trust CO Of Nevada Inc holds 12,332 shares of LPLA stock, worth $4.27 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,332
Previous 11,837 4.18%
Holding current value
$4.27 Million
Previous $3.31 Million 13.19%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 21, 2024

BUY
$193.0 - $282.1 $95,535 - $139,639
495 Added 4.18%
12,332 $2.87 Million
Q2 2024

Jul 26, 2024

BUY
$256.41 - $288.82 $163,589 - $184,267
638 Added 5.7%
11,837 $3.31 Million
Q1 2024

May 02, 2024

BUY
$230.75 - $273.77 $2.56 Million - $3.04 Million
11,112 Added 12772.41%
11,199 $2.96 Million
Q4 2023

Jan 11, 2024

SELL
$209.89 - $239.77 $29,384 - $33,567
-140 Reduced 61.67%
87 $19,000
Q3 2023

Oct 27, 2023

SELL
$218.49 - $247.52 $3,058 - $3,465
-14 Reduced 5.81%
227 $53,000
Q2 2023

Jul 24, 2023

BUY
$180.95 - $217.9 $5,066 - $6,101
28 Added 13.15%
241 $52,000
Q1 2023

Apr 21, 2023

BUY
$192.0 - $255.57 $11,520 - $15,334
60 Added 39.22%
213 $43,000
Q4 2022

Jan 25, 2023

SELL
$206.94 - $269.62 $10,347 - $13,481
-50 Reduced 24.63%
153 $0
Q3 2022

Oct 21, 2022

BUY
$172.53 - $233.2 $2,242 - $3,031
13 Added 6.84%
203 $44,000
Q2 2022

Jul 28, 2022

BUY
$167.48 - $218.52 $20,767 - $27,096
124 Added 187.88%
190 $35,000
Q1 2022

Apr 29, 2022

BUY
$143.67 - $190.77 $9,482 - $12,590
66 New
66 $12,000

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 $27.6B
  • 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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