A detailed history of Advisor Group Holdings, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 9,080 shares of LPLA stock, worth $3.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,080
Previous 9,944 8.69%
Holding current value
$3.04 Million
Previous $2.78 Million 23.91%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$193.0 - $282.1 $166,752 - $243,734
-864 Reduced 8.69%
9,080 $2.11 Million
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $235,897 - $265,714
920 Added 10.2%
9,944 $2.78 Million
Q1 2024

May 10, 2024

SELL
$230.75 - $273.77 $6.38 Million - $7.57 Million
-27,640 Reduced 75.39%
9,024 $2.38 Million
Q4 2023

Feb 12, 2024

SELL
$209.89 - $239.77 $4.58 Million - $5.23 Million
-21,799 Reduced 37.29%
36,664 $8.35 Million
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $3.3 Million - $3.74 Million
15,111 Added 34.86%
58,463 $13.9 Million
Q2 2023

Aug 21, 2023

SELL
$180.95 - $217.9 $234,873 - $282,834
-1,298 Reduced 2.91%
43,352 $9.43 Million
Q2 2023

Aug 10, 2023

SELL
$180.95 - $217.9 $88,484 - $106,553
-489 Reduced 1.08%
44,650 $9.71 Million
Q1 2023

May 12, 2023

SELL
$192.0 - $255.57 $1.21 Million - $1.61 Million
-6,301 Reduced 12.25%
45,139 $9.14 Million
Q4 2022

Feb 10, 2023

SELL
$206.94 - $269.62 $592,676 - $772,191
-2,864 Reduced 5.27%
51,440 $11.1 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $1.77 Million - $2.39 Million
10,247 Added 23.26%
54,304 $11.9 Million
Q2 2022

Aug 10, 2022

BUY
$167.48 - $218.52 $2.48 Million - $3.24 Million
14,826 Added 50.72%
44,057 $8.12 Million
Q1 2022

May 04, 2022

BUY
$143.67 - $190.77 $104,304 - $138,499
726 Added 2.55%
29,231 $5.86 Million
Q3 2021

Nov 05, 2021

BUY
$127.58 - $161.13 $118,139 - $149,206
926 Added 3.36%
28,505 $4.46 Million
Q2 2021

Aug 02, 2021

BUY
$134.61 - $156.7 $470,865 - $548,136
3,498 Added 14.53%
27,579 $3.73 Million
Q1 2021

May 13, 2021

BUY
$103.11 - $146.29 $1.62 Million - $2.31 Million
15,759 Added 189.37%
24,081 $3.42 Million
Q4 2020

Feb 10, 2021

SELL
$76.15 - $104.25 $15,230 - $20,850
-200 Reduced 2.35%
8,322 $866,000
Q3 2020

Nov 12, 2020

SELL
$74.14 - $85.09 $59,089 - $67,816
-797 Reduced 8.55%
8,522 $656,000
Q2 2020

Aug 14, 2020

SELL
$48.65 - $85.54 $197,664 - $347,549
-4,063 Reduced 30.36%
9,319 $729,000
Q1 2020

May 18, 2020

BUY
$39.02 - $98.86 $522,165 - $1.32 Million
13,382 New
13,382 $720,000

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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