Wilbanks Smith & Thomas Asset Management LLC Lpl Financial Holdings Inc. Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	$53.2 - $65.69 $39,900 - $49,267	-750 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$63.88 - $69.99 $47,910 - $52,492	750 New	750 $48,000

Others Institutions Holding LPLA

# of Institutions

722

Shares Held

69.3M

Call Options Held

110K

Put Options Held

134K

Vanguard Group Inc Valley Forge, PA

7.19M
Shares

$1.48 Billion
0.04% of portfolio
Black Rock Inc. New York, NY

5.3M
Shares

$1.09 Billion
0.03% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

2.59M
Shares

$533 Million
1.81% of portfolio
Janus Henderson Group PLC London, X0

2.54M
Shares

$523 Million
0.39% of portfolio
Price T Rowe Associates Inc Baltimore, MD

2.1M
Shares

$432 Million
0.07% of portfolio

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 $16.4B
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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