A detailed history of Pictet Asset Management Holding Sa transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Pictet Asset Management Holding Sa holds 40,928 shares of LPLA stock, worth $13.7 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
40,928
Previous 36,204 13.05%
Holding current value
$13.7 Million
Previous $10.1 Million 5.8%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$193.0 - $282.1 $911,732 - $1.33 Million
4,724 Added 13.05%
40,928 $9.53 Million
Q2 2024

Aug 13, 2024

SELL
$256.41 - $288.82 $650,255 - $732,447
-2,536 Reduced 6.55%
36,204 $10.1 Million
Q1 2024

May 14, 2024

BUY
$230.75 - $273.77 $61,379 - $72,822
266 Added 0.69%
38,740 $10.2 Million
Q4 2023

Feb 13, 2024

SELL
$209.89 - $239.77 $142,095 - $162,324
-677 Reduced 1.73%
38,474 $8.76 Million
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $8.55 Million - $9.69 Million
39,151 New
39,151 $9.3 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 $26.7B
  • 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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