A detailed history of Whittier Trust CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Whittier Trust CO holds 22,784 shares of LPLA stock, worth $7.15 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
22,784
Previous 21,758 4.72%
Holding current value
$7.15 Million
Previous $6.08 Million 12.75%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Oct 21, 2024

BUY
$193.0 - $282.1 $198,018 - $289,434
1,026 Added 4.72%
22,784 $5.3 Million
Q2 2024

Jul 26, 2024

BUY
$256.41 - $288.82 $281,025 - $316,546
1,096 Added 5.3%
21,758 $6.08 Million
Q1 2024

May 02, 2024

BUY
$230.75 - $273.77 $4.77 Million - $5.66 Million
20,662 New
20,662 $5.46 Million
Q3 2023

Oct 27, 2023

BUY
$218.49 - $247.52 $10,269 - $11,633
47 New
47 $11,000
Q1 2023

Apr 21, 2023

BUY
$192.0 - $255.57 $38,592 - $51,369
201 New
201 $40,000
Q1 2022

Apr 29, 2022

BUY
$143.67 - $190.77 $1,149 - $1,526
8 New
8 $1,000
Q1 2020

Apr 27, 2020

SELL
$39.02 - $98.86 $1,990 - $5,041
-51 Closed
0 $0
Q4 2019

Jan 31, 2020

BUY
$72.1 - $94.26 $3,677 - $4,807
51 New
51 $5,000

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 $25B
  • 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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