A detailed history of Banque Cantonale Vaudoise transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Banque Cantonale Vaudoise holds 6,412 shares of LPLA stock, worth $1.7 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,412
Previous 4,578 40.06%
Holding current value
$1.7 Million
Previous $1.21 Million 48.14%
% of portfolio
0.07%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$256.41 - $288.82 $470,255 - $529,695
1,834 Added 40.06%
6,412 $1.79 Million
Q1 2024

Apr 10, 2024

SELL
$230.75 - $273.77 $14,768 - $17,521
-64 Reduced 1.38%
4,578 $1.21 Million
Q4 2023

Feb 07, 2024

BUY
$209.89 - $239.77 $354,714 - $405,211
1,690 Added 57.25%
4,642 $1.06 Million
Q3 2023

Nov 08, 2023

SELL
$218.49 - $247.52 $491,165 - $556,424
-2,248 Reduced 43.23%
2,952 $702,000
Q2 2023

Aug 09, 2023

SELL
$180.95 - $217.9 $759,990 - $915,180
-4,200 Reduced 44.68%
5,200 $1.13 Million
Q1 2023

Apr 20, 2023

BUY
$192.0 - $255.57 $1.61 Million - $2.15 Million
8,400 Added 840.0%
9,400 $1.9 Million
Q4 2022

Feb 10, 2023

SELL
$206.94 - $269.62 $620,820 - $808,860
-3,000 Reduced 75.0%
1,000 $216,000
Q3 2022

Oct 17, 2022

BUY
$172.53 - $233.2 $517,590 - $699,600
3,000 Added 300.0%
4,000 $874,000
Q2 2022

Aug 02, 2022

BUY
$167.48 - $218.52 $167,480 - $218,520
1,000 New
1,000 $185,000

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 $21.2B
  • 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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