A detailed history of Genus Capital Management Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Genus Capital Management Inc. holds 11,462 shares of LPLA stock, worth $4.25 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
11,462
Previous 11,427 0.31%
Holding current value
$4.25 Million
Previous $4.28 Billion 11.0%
% of portfolio
0.44%
Previous 0.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
$332.69 - $399.0 $11,644 - $13,965
35 Added 0.31%
11,462 $3.81 Billion
Q2 2025

Aug 05, 2025

BUY
$283.31 - $388.96 $377,368 - $518,094
1,332 Added 13.19%
11,427 $4.28 Billion
Q1 2025

Apr 30, 2025

BUY
$308.87 - $383.33 $3.12 Million - $3.87 Million
10,095 New
10,095 $3.3 Billion
Q1 2024

May 02, 2024

BUY
$230.75 - $273.77 $503,035 - $596,818
2,180 New
2,180 $576 Million
Q2 2023

Aug 11, 2023

BUY
$180.95 - $217.9 $452,375 - $544,750
2,500 New
2,500 $544 Million

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 $29.6B
  • 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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