Zeke Capital Advisors, LLC Lpl Financial Holdings Inc. Transaction History

Zeke Capital Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$172.53 - $233.2 $69,357 - $93,746	-402 Reduced 17.06%	1,954 $427,000
Q2 2022 Aug 09, 2022	SELL	$167.48 - $218.52 $23,614 - $30,811	-141 Reduced 5.65%	2,356 $435,000
Q1 2022 May 13, 2022	SELL	$143.67 - $190.77 $20,975 - $27,852	-146 Reduced 5.52%	2,497 $456,000
Q4 2021 Feb 14, 2022	SELL	$152.65 - $175.02 $610 - $700	-4 Reduced 0.15%	2,643 $423,000
Q3 2021 Nov 15, 2021	BUY	$127.58 - $161.13 $51,797 - $65,418	406 Added 18.12%	2,647 $415,000
Q2 2021 Aug 16, 2021	BUY	$134.61 - $156.7 $538 - $626	4 Added 0.18%	2,241 $302,000
Q4 2020 Feb 10, 2021	BUY	$76.15 - $104.25 $170,347 - $233,207	2,237 New	2,237 $233,000
Q1 2020 Apr 24, 2020	SELL	$39.02 - $98.86 $232,949 - $590,194	-5,970 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$72.1 - $94.26 $1,586 - $2,073	-22 Reduced 0.37%	5,970 $551,000
Q3 2019 Oct 18, 2019	SELL	$70.66 - $87.4 $98,005 - $121,223	-1,387 Reduced 18.8%	5,992 $491,000
Q2 2019 Jul 24, 2019	SELL	$70.51 - $84.91 $55,279 - $66,569	-784 Reduced 9.6%	7,379 $602,000
Q1 2019 Apr 29, 2019	SELL	$59.74 - $77.93 $639,337 - $834,006	-10,702 Reduced 56.73%	8,163 $569,000
Q4 2018 Feb 11, 2019	BUY	$53.2 - $65.69 $73,203 - $90,389	1,376 Added 7.87%	18,865 $1.15 Million
Q3 2018 Nov 08, 2018	BUY	$63.88 - $69.99 $1.12 Million - $1.22 Million	17,489 New	17,489 $1.13 Million

703

68.6M

647K

549K

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...

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