A detailed history of Qrg Capital Management, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Qrg Capital Management, Inc. holds 1,678 shares of LPLA stock, worth $563,656. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,678
Previous 2,660 36.92%
Holding current value
$563,656
Previous $743 Million 47.47%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 29, 2024

SELL
$193.0 - $282.1 $189,526 - $277,022
-982 Reduced 36.92%
1,678 $390 Million
Q2 2024

Jul 12, 2024

SELL
$256.41 - $288.82 $850,511 - $958,015
-3,317 Reduced 55.5%
2,660 $743 Million
Q1 2024

May 07, 2024

BUY
$230.75 - $273.77 $112,144 - $133,052
486 Added 8.85%
5,977 $1.58 Billion
Q4 2023

Feb 07, 2024

BUY
$209.89 - $239.77 $59,398 - $67,854
283 Added 5.43%
5,491 $1.25 Billion
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $1.14 Million - $1.29 Million
5,208 New
5,208 $1.24 Billion

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 $26.8B
  • 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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