A detailed history of Boston Partners transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Boston Partners holds 3,099,904 shares of LPLA stock, worth $1.04 Billion. This represents 0.89% of its overall portfolio holdings.

Number of Shares
3,099,904
Previous 1,887,189 64.26%
Holding current value
$1.04 Billion
Previous $527 Million 36.87%
% of portfolio
0.89%
Previous 0.68%

Shares

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

Nov 12, 2024

BUY
$193.0 - $282.1 $234 Million - $342 Million
1,212,715 Added 64.26%
3,099,904 $721 Million
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $31.3 Million - $35.2 Million
121,959 Added 6.91%
1,887,189 $527 Million
Q1 2024

May 13, 2024

BUY
$230.75 - $273.77 $170 Million - $202 Million
738,509 Added 71.93%
1,765,230 $466 Million
Q4 2023

Feb 07, 2024

BUY
$209.89 - $239.77 $38.1 Million - $43.5 Million
181,594 Added 21.49%
1,026,721 $234 Million
Q3 2023

Nov 07, 2023

SELL
$218.49 - $247.52 $509,737 - $577,464
-2,333 Reduced 0.28%
845,127 $201 Million
Q2 2023

Aug 10, 2023

BUY
$180.95 - $217.9 $142 Million - $171 Million
785,347 Added 1264.38%
847,460 $184 Million
Q1 2023

May 09, 2023

SELL
$192.0 - $255.57 $889,152 - $1.18 Million
-4,631 Reduced 6.94%
62,113 $12.6 Million
Q4 2022

Feb 07, 2023

BUY
$206.94 - $269.62 $1,034 - $1,348
5 Added 0.01%
66,744 $14.4 Million
Q3 2022

Nov 09, 2022

SELL
$172.53 - $233.2 $6.79 Million - $9.17 Million
-39,341 Reduced 37.09%
66,739 $14.9 Million
Q2 2022

Aug 10, 2022

SELL
$167.48 - $218.52 $3.53 Million - $4.6 Million
-21,053 Reduced 16.56%
106,080 $19.6 Million
Q1 2022

May 10, 2022

SELL
$143.67 - $190.77 $3.82 Million - $5.08 Million
-26,610 Reduced 17.31%
127,133 $23.2 Million
Q4 2021

Feb 04, 2022

SELL
$152.65 - $175.02 $447,722 - $513,333
-2,933 Reduced 1.87%
153,743 $24.6 Million
Q3 2021

Nov 05, 2021

SELL
$127.58 - $161.13 $487,993 - $616,322
-3,825 Reduced 2.38%
156,676 $24.6 Million
Q2 2021

Aug 12, 2021

SELL
$134.61 - $156.7 $892,195 - $1.04 Million
-6,628 Reduced 3.97%
160,501 $21.7 Million
Q1 2021

May 10, 2021

SELL
$103.11 - $146.29 $547,514 - $776,799
-5,310 Reduced 3.08%
167,129 $23.8 Million
Q4 2020

Feb 04, 2021

SELL
$76.15 - $104.25 $426,592 - $584,008
-5,602 Reduced 3.15%
172,439 $18 Million
Q3 2020

Nov 13, 2020

BUY
$74.14 - $85.09 $584,890 - $671,275
7,889 Added 4.64%
178,041 $13.7 Million
Q2 2020

Aug 12, 2020

BUY
$48.65 - $85.54 $1.87 Million - $3.29 Million
38,484 Added 29.23%
170,152 $13.3 Million
Q1 2020

May 13, 2020

SELL
$39.02 - $98.86 $15,998 - $40,532
-410 Reduced 0.31%
131,668 $7.17 Million
Q4 2019

Feb 05, 2020

BUY
$72.1 - $94.26 $3.04 Million - $3.97 Million
42,154 Added 46.88%
132,078 $12.2 Million
Q3 2019

Nov 20, 2019

SELL
$70.66 - $87.4 $83,378 - $103,132
-1,180 Reduced 1.3%
89,924 $7.37 Million
Q3 2019

Nov 08, 2019

SELL
$70.66 - $87.4 $22,964 - $28,405
-325 Reduced 0.36%
91,104 $7.44 Million
Q2 2019

Aug 09, 2019

SELL
$70.51 - $84.91 $124,520 - $149,951
-1,766 Reduced 1.89%
91,429 $7.46 Million
Q1 2019

May 03, 2019

BUY
$59.74 - $77.93 $677,332 - $883,570
11,338 Added 13.85%
93,195 $6.49 Million
Q4 2018

Feb 07, 2019

BUY
$53.2 - $65.69 $4.35 Million - $5.38 Million
81,857 New
81,857 $5 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
Track This Portfolio

Track Boston Partners Portfolio

Follow Boston Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Partners, based on Form 13F filings with the SEC.

News

Stay updated on Boston Partners with notifications on news.