A detailed history of Universal Beteiligungs Und Servicegesellschaft Mb H transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Universal Beteiligungs Und Servicegesellschaft Mb H holds 41,769 shares of LPLA stock, worth $15.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
41,769
Previous 22,619 84.66%
Holding current value
$15.5 Million
Previous $8.48 Million 63.85%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 30, 2025

BUY
$332.69 - $399.0 $6.37 Million - $7.64 Million
19,150 Added 84.66%
41,769 $13.9 Million
Q2 2025

Aug 11, 2025

BUY
$283.31 - $388.96 $175,935 - $241,544
621 Added 2.82%
22,619 $8.48 Million
Q1 2025

May 06, 2025

BUY
$308.87 - $383.33 $341,610 - $423,962
1,106 Added 5.29%
21,998 $7.2 Million
Q4 2024

Feb 28, 2025

BUY
$229.85 - $335.91 $4.8 Million - $7.02 Million
20,892 New
20,892 $6.82 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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