Clarkston Capital Partners, LLC Lpl Financial Holdings Inc. Transaction History

Clarkston Capital Partners, LLC

  • $5.41 Billion
  • Q3 2024

A detailed history of Clarkston Capital Partners, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Clarkston Capital Partners, LLC holds 977,030 shares of LPLA stock, worth $327 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
977,030
Previous 992,615 1.57%
Holding current value
$327 Million
Previous $277 Million 17.98%
% of portfolio
4.21%
Previous 5.32%

Shares

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

Nov 07, 2024
SELL
$193.0 - $282.1 $3.01 Million - $4.4 Million
-15,585 Reduced 1.57%
977,030 $227 Million
Q2 2024

Aug 14, 2024
SELL
$256.41 - $288.82 $87.4 Million - $98.4 Million
-340,758 Reduced 25.56%
992,615 $277 Million
Q1 2024

May 14, 2024
BUY
$230.75 - $273.77 $308 Million - $365 Million
1,333,373 New
1,333,373 $352 Million
Q4 2023

Feb 14, 2024
SELL
$209.89 - $239.77 $28.8 Million - $32.9 Million
-137,120 Reduced 9.2%
1,353,878 $308 Million
Q3 2023

Nov 02, 2023
SELL
$218.49 - $247.52 $2.37 Million - $2.69 Million
-10,865 Reduced 0.72%
1,490,998 $354 Million
Q2 2023

Aug 07, 2023
BUY
$180.95 - $217.9 $3.15 Million - $3.79 Million
17,408 Added 1.17%
1,501,863 $327 Million
Q1 2023

May 15, 2023
BUY
$192.0 - $255.57 $2.49 Million - $3.32 Million
12,984 Added 0.88%
1,484,455 $300 Million
Q4 2022

Feb 13, 2023
SELL
$206.94 - $269.62 $80.6 Million - $105 Million
-389,247 Reduced 20.92%
1,471,471 $318 Million
Q3 2022

Nov 16, 2022
SELL
$172.53 - $233.2 $29.5 Million - $39.9 Million
-171,115 Reduced 8.42%
1,860,718 $407 Million
Q2 2022

Aug 10, 2022
SELL
$167.48 - $218.52 $12.1 Million - $15.8 Million
-72,235 Reduced 3.43%
2,031,833 $375 Million
Q1 2022

May 09, 2022
SELL
$143.67 - $190.77 $16.2 Million - $21.5 Million
-112,838 Reduced 5.09%
2,104,068 $384 Million
Q4 2021

Feb 14, 2022
SELL
$152.65 - $175.02 $10.6 Million - $12.2 Million
-69,741 Reduced 3.05%
2,216,906 $355 Million
Q3 2021

Nov 10, 2021
BUY
$127.58 - $161.13 $249,801 - $315,492
1,958 Added 0.09%
2,286,647 $358 Million
Q2 2021

Aug 16, 2021
SELL
$134.61 - $156.7 $2.31 Million - $2.69 Million
-17,192 Reduced 0.75%
2,284,689 $308 Million
Q1 2021

May 14, 2021
SELL
$103.11 - $146.29 $44,543 - $63,197
-432 Reduced 0.02%
2,301,881 $327 Million
Q4 2020

Feb 16, 2021
SELL
$76.15 - $104.25 $170 Million - $232 Million
-2,228,088 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$74.14 - $85.09 $2.45 Million - $2.82 Million
33,095 Added 1.51%
2,228,088 $171 Million
Q2 2020

Aug 12, 2020
BUY
$48.65 - $85.54 $880,759 - $1.55 Million
18,104 Added 0.83%
2,194,993 $172 Million
Q1 2020

May 12, 2020
BUY
$39.02 - $98.86 $31.5 Million - $79.7 Million
806,137 Added 58.81%
2,176,889 $118 Million
Q4 2019

Feb 10, 2020
BUY
$72.1 - $94.26 $1.2 Million - $1.58 Million
16,710 Added 1.23%
1,370,752 $126 Million
Q3 2019

Nov 14, 2019
SELL
$70.66 - $87.4 $1.21 Million - $1.5 Million
-17,143 Reduced 1.25%
1,354,042 $111 Million
Q2 2019

Jul 24, 2019
SELL
$70.51 - $84.91 $7.81 Million - $9.41 Million
-110,810 Reduced 7.48%
1,371,185 $0
Q1 2019

Apr 22, 2019
SELL
$59.74 - $77.93 $286,752 - $374,064
-4,800 Reduced 0.32%
1,481,995 $0
Q4 2018

Jan 17, 2019
BUY
$53.2 - $65.69 $403,522 - $498,258
7,585 Added 0.51%
1,486,795 $90.8 Million
Q3 2018

Oct 18, 2018
SELL
$63.88 - $69.99 $694,695 - $761,141
-10,875 Reduced 0.73%
1,479,210 $95.4 Million
Q2 2018

Jul 19, 2018
SELL
$56.49 - $72.22 $15.7 Million - $20.1 Million
-278,531 Reduced 15.75%
1,490,085 $97.7 Million
Q1 2018

Apr 25, 2018
SELL
$57.2 - $65.99 $24.8 Million - $28.6 Million
-433,344 Reduced 19.68%
1,768,616 $108 Million
Q4 2017

Jan 22, 2018
SELL
$48.68 - $57.7 $5.3 Million - $6.28 Million
-108,885 Reduced 4.71%
2,201,960 $126 Million
Q3 2017

Oct 30, 2017
BUY
$45.09 - $51.58 $104 Million - $119 Million
2,310,845
2,310,845 $119 Million

Others Institutions Holding LPLA

# of Institutions
702
Shares Held
68.6M
Call Options Held
647K
Put Options Held
549K
View Full List

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • 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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