Shares

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

May 13, 2024

BUY
$230.75 - $273.77 $47,765 - $56,670
207 Added 9.61%
2,360 $623,000
Q4 2023

Feb 13, 2024

BUY
$209.89 - $239.77 $451,893 - $516,224
2,153 New
2,153 $490,000
Q1 2023

May 12, 2023

SELL
$192.0 - $255.57 $277,632 - $369,554
-1,446 Reduced 49.45%
1,478 $299,000
Q4 2022

Feb 14, 2023

SELL
$206.94 - $269.62 $100,365 - $130,765
-485 Reduced 14.23%
2,924 $632,000
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $588,154 - $794,978
3,409 New
3,409 $745,000
Q1 2022

May 13, 2022

SELL
$143.67 - $190.77 $248,549 - $330,032
-1,730 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$152.65 - $175.02 $254,009 - $291,233
-1,664 Reduced 49.03%
1,730 $277,000
Q3 2021

Nov 12, 2021

SELL
$127.58 - $161.13 $167,640 - $211,724
-1,314 Reduced 27.91%
3,394 $532,000
Q2 2021

Aug 12, 2021

BUY
$134.61 - $156.7 $633,743 - $737,743
4,708 New
4,708 $635,000

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 $26.3B
  • 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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