A detailed history of Black Rock Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Black Rock Inc. holds 5,302,759 shares of LPLA stock, worth $1.78 Billion. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,302,759
Previous 6,077,311 12.74%
Holding current value
$1.78 Billion
Previous $1.61 Billion 7.76%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Aug 13, 2024

SELL
$256.41 - $288.82 $199 Million - $224 Million
-774,552 Reduced 12.74%
5,302,759 $1.48 Billion
Q1 2024

May 10, 2024

BUY
$230.75 - $273.77 $26.7 Million - $31.7 Million
115,852 Added 1.94%
6,077,311 $1.61 Billion
Q4 2023

Feb 13, 2024

SELL
$209.89 - $239.77 $80.3 Million - $91.8 Million
-382,802 Reduced 6.03%
5,961,459 $1.36 Billion
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $14.5 Million - $16.4 Million
66,418 Added 1.06%
6,344,261 $1.51 Billion
Q2 2023

Aug 11, 2023

SELL
$180.95 - $217.9 $47.9 Million - $57.7 Million
-264,913 Reduced 4.05%
6,277,843 $1.36 Billion
Q1 2023

May 12, 2023

BUY
$192.0 - $255.57 $48.1 Million - $64 Million
250,448 Added 3.98%
6,542,756 $1.32 Billion
Q4 2022

Feb 13, 2023

BUY
$206.94 - $269.62 $301 Million - $393 Million
1,456,028 Added 30.11%
6,292,308 $1.36 Billion
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $58.4 Million - $78.9 Million
338,360 Added 7.52%
4,836,280 $1.06 Billion
Q2 2022

Aug 12, 2022

BUY
$167.48 - $218.52 $159 Million - $207 Million
948,626 Added 26.73%
4,497,920 $830 Million
Q1 2022

May 12, 2022

SELL
$143.67 - $190.77 $20.6 Million - $27.4 Million
-143,538 Reduced 3.89%
3,549,294 $648 Million
Q4 2021

Feb 10, 2022

BUY
$152.65 - $175.02 $10.6 Million - $12.2 Million
69,639 Added 1.92%
3,692,832 $591 Million
Q3 2021

Nov 09, 2021

SELL
$127.58 - $161.13 $17.9 Million - $22.7 Million
-140,679 Reduced 3.74%
3,623,193 $568 Million
Q2 2021

Aug 11, 2021

BUY
$134.61 - $156.7 $507 Million - $590 Million
3,763,872 New
3,763,872 $508 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 $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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