A detailed history of Capital Analysts, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Capital Analysts, LLC holds 156 shares of LPLA stock, worth $52,249. This represents 0.0% of its overall portfolio holdings.

Number of Shares
156
Previous 128 21.88%
Holding current value
$52,249
Previous $36,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$193.0 - $282.1 $5,404 - $7,898
28 Added 21.88%
156 $36,000
Q1 2024

May 14, 2024

SELL
$230.75 - $273.77 $27,459 - $32,578
-119 Reduced 48.18%
128 $34,000
Q4 2022

Feb 08, 2023

SELL
$206.94 - $269.62 $16,348 - $21,299
-79 Reduced 24.23%
247 $53,000
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $12,594 - $17,023
-73 Reduced 18.3%
326 $71,000
Q1 2022

May 12, 2022

SELL
$143.67 - $190.77 $8,045 - $10,683
-56 Reduced 12.31%
399 $73,000
Q2 2021

Aug 05, 2021

BUY
$134.61 - $156.7 $6,057 - $7,051
45 Added 10.98%
455 $61,000
Q1 2021

May 17, 2021

BUY
$103.11 - $146.29 $42,275 - $59,978
410 New
410 $58,000

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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