Advisory Research Inc Lpl Financial Holdings Inc. Transaction History

Advisory Research Inc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$206.94 - $269.62 $299,649 - $390,409	-1,448 Reduced 59.88%	970 $209,000
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $144,062 - $194,722	835 Added 52.75%	2,418 $528,000
Q2 2022 Aug 17, 2022	BUY	$167.48 - $218.52 $265,120 - $345,917	1,583 New	1,583 $292,000
Q1 2020 May 12, 2020	SELL	$39.02 - $98.86 $158,499 - $401,569	-4,062 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	$72.1 - $94.26 $106,780 - $139,599	-1,481 Reduced 26.72%	4,062 $375,000
Q3 2019 Nov 12, 2019	SELL	$70.66 - $87.4 $21,904 - $27,094	-310 Reduced 5.3%	5,543 $454,000
Q2 2019 Aug 14, 2019	BUY	$70.51 - $84.91 $65,151 - $78,456	924 Added 18.75%	5,853 $477,000
Q1 2019 May 15, 2019	BUY	$59.74 - $77.93 $294,458 - $384,116	4,929 New	4,929 $343,000

702

68.6M

647K

549K

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...

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