A detailed history of Bullseye Asset Management LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Bullseye Asset Management LLC holds 21,527 shares of LPLA stock, worth $6.08 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
21,527
Previous 22,527 4.44%
Holding current value
$6.08 Million
Previous $5.95 Million 1.02%
% of portfolio
2.94%
Previous 2.8%

Shares

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

Aug 15, 2024

SELL
$256.41 - $288.82 $256,410 - $288,820
-1,000 Reduced 4.44%
21,527 $6.01 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $41,752 - $56,434
-242 Reduced 1.06%
22,527 $4.92 Million
Q2 2022

Aug 15, 2022

BUY
$167.48 - $218.52 $9,043 - $11,800
54 Added 0.24%
22,769 $4.2 Million
Q1 2022

May 13, 2022

SELL
$143.67 - $190.77 $718,349 - $953,850
-5,000 Reduced 18.04%
22,715 $4.15 Million
Q3 2021

Nov 15, 2021

SELL
$127.58 - $161.13 $26,409 - $33,353
-207 Reduced 0.74%
27,715 $4.35 Million
Q4 2020

Feb 12, 2021

SELL
$76.15 - $104.25 $33,353 - $45,661
-438 Reduced 1.54%
27,922 $2.91 Million
Q3 2020

Nov 12, 2020

SELL
$74.14 - $85.09 $2,594 - $2,978
-35 Reduced 0.12%
28,360 $2.18 Million
Q2 2020

Aug 11, 2020

BUY
$48.65 - $85.54 $532,182 - $935,722
10,939 Added 62.67%
28,395 $2.23 Million
Q1 2020

May 08, 2020

BUY
$39.02 - $98.86 $310,989 - $787,914
7,970 Added 84.02%
17,456 $951,000
Q4 2019

Feb 18, 2020

BUY
$72.1 - $94.26 $683,940 - $894,150
9,486 New
9,486 $875,000

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 $22.5B
  • 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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