A detailed history of Cetera Investment Advisers transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cetera Investment Advisers holds 14,452 shares of LPLA stock, worth $4.84 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,452
Previous 14,439 0.09%
Holding current value
$4.84 Million
Previous $4.03 Million 16.59%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

BUY
$193.0 - $282.1 $2,509 - $3,667
13 Added 0.09%
14,452 $3.36 Million
Q2 2024

Aug 22, 2024

BUY
$256.41 - $288.82 $206,410 - $232,500
805 Added 5.9%
14,439 $4.03 Million
Q1 2024

May 24, 2024

BUY
$230.75 - $273.77 $2.65 Million - $3.15 Million
11,488 Added 535.32%
13,634 $3.6 Million
Q1 2024

May 14, 2024

SELL
$230.75 - $273.77 $377,045 - $447,340
-1,634 Reduced 43.23%
2,146 $566,000
Q4 2023

Feb 13, 2024

SELL
$209.89 - $239.77 $355,553 - $406,170
-1,694 Reduced 30.95%
3,780 $860,000
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $22,941 - $25,989
105 Added 1.96%
5,474 $1.3 Million
Q2 2023

Aug 09, 2023

SELL
$180.95 - $217.9 $64,056 - $77,136
-354 Reduced 6.19%
5,369 $1.17 Million
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $67,968 - $90,471
-354 Reduced 5.83%
5,723 $1.16 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $156,446 - $203,832
756 Added 14.21%
6,077 $1.31 Million
Q3 2022

Nov 10, 2022

BUY
$172.53 - $233.2 $199,444 - $269,579
1,156 Added 27.76%
5,321 $1.16 Million
Q2 2022

Aug 11, 2022

BUY
$167.48 - $218.52 $353,047 - $460,640
2,108 Added 102.48%
4,165 $768,000
Q1 2022

May 13, 2022

SELL
$143.67 - $190.77 $13,504 - $17,932
-94 Reduced 4.37%
2,057 $376,000
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $62,586 - $71,758
-410 Reduced 16.01%
2,151 $344,000
Q3 2021

Nov 16, 2021

SELL
$127.58 - $161.13 $107,294 - $135,510
-841 Reduced 24.72%
2,561 $401,000
Q2 2021

Aug 13, 2021

SELL
$134.61 - $156.7 $39,440 - $45,913
-293 Reduced 7.93%
3,402 $459,000
Q1 2021

May 17, 2021

BUY
$103.11 - $146.29 $136,105 - $193,102
1,320 Added 55.58%
3,695 $525,000
Q4 2020

Feb 17, 2021

BUY
$76.15 - $104.25 $180,856 - $247,593
2,375 New
2,375 $248,000

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
Track This Portfolio

Track Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers 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 Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.