A detailed history of Allworth Financial LP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Allworth Financial LP holds 559 shares of LPLA stock, worth $187,225. This represents 0.0% of its overall portfolio holdings.

Number of Shares
559
Previous 614 8.96%
Holding current value
$187,225
Previous $171,000 23.98%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
$193.0 - $282.1 $10,615 - $15,515
-55 Reduced 8.96%
559 $130,000
Q2 2024

Jul 23, 2024

BUY
$256.41 - $288.82 $19,999 - $22,527
78 Added 14.55%
614 $171,000
Q1 2024

Apr 25, 2024

BUY
$230.75 - $273.77 $21,690 - $25,734
94 Added 21.27%
536 $141,000
Q4 2023

Jan 24, 2024

SELL
$209.89 - $239.77 $5,876 - $6,713
-28 Reduced 5.96%
442 $100,000
Q3 2023

Oct 31, 2023

BUY
$218.49 - $247.52 $6,991 - $7,920
32 Added 7.31%
470 $111,000
Q2 2023

Jul 18, 2023

SELL
$180.95 - $217.9 $2,714 - $3,268
-15 Reduced 3.31%
438 $95,000
Q1 2023

Apr 18, 2023

BUY
$192.0 - $255.57 $8,832 - $11,756
46 Added 11.3%
453 $91,000
Q4 2022

Jan 13, 2023

BUY
$206.94 - $269.62 $39,732 - $51,767
192 Added 89.3%
407 $0
Q3 2022

Oct 18, 2022

SELL
$172.53 - $233.2 $10,524 - $14,225
-61 Reduced 22.1%
215 $47,000
Q2 2022

Jul 13, 2022

BUY
$167.48 - $218.52 $20,600 - $26,877
123 Added 80.39%
276 $51,000
Q1 2022

Apr 22, 2022

BUY
$143.67 - $190.77 $21,981 - $29,187
153 New
153 $28,000

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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