A detailed history of Daiwa Securities Group Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Daiwa Securities Group Inc. holds 15,841 shares of LPLA stock, worth $5.31 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,841
Previous 10,521 50.57%
Holding current value
$5.31 Million
Previous $2.94 Million 25.38%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$193.0 - $282.1 $1.03 Million - $1.5 Million
5,320 Added 50.57%
15,841 $3.69 Million
Q2 2024

Aug 07, 2024

BUY
$256.41 - $288.82 $533,589 - $601,034
2,081 Added 24.66%
10,521 $2.94 Million
Q1 2024

May 02, 2024

BUY
$230.75 - $273.77 $109,606 - $130,040
475 Added 5.96%
8,440 $2.23 Million
Q4 2023

Jan 31, 2024

SELL
$209.89 - $239.77 $89,832 - $102,621
-428 Reduced 5.1%
7,965 $1.81 Million
Q3 2023

Nov 01, 2023

SELL
$218.49 - $247.52 $189,867 - $215,094
-869 Reduced 9.38%
8,393 $2 Million
Q2 2023

Jul 31, 2023

SELL
$180.95 - $217.9 $71,294 - $85,852
-394 Reduced 4.08%
9,262 $2.01 Million
Q1 2023

May 02, 2023

BUY
$192.0 - $255.57 $96,960 - $129,062
505 Added 5.52%
9,656 $1.95 Million
Q4 2022

Feb 06, 2023

SELL
$206.94 - $269.62 $802,720 - $1.05 Million
-3,879 Reduced 29.77%
9,151 $1.98 Million
Q3 2022

Nov 02, 2022

SELL
$172.53 - $233.2 $456,686 - $617,280
-2,647 Reduced 16.88%
13,030 $2.85 Million
Q2 2022

Aug 09, 2022

BUY
$167.48 - $218.52 $22,274 - $29,063
133 Added 0.86%
15,677 $2.89 Million
Q1 2022

Apr 29, 2022

SELL
$143.67 - $190.77 $258,749 - $343,576
-1,801 Reduced 10.38%
15,544 $2.84 Million
Q4 2021

Feb 03, 2022

SELL
$152.65 - $175.02 $348,194 - $399,220
-2,281 Reduced 11.62%
17,345 $2.78 Million
Q3 2021

Nov 05, 2021

BUY
$127.58 - $161.13 $15,182 - $19,174
119 Added 0.61%
19,626 $3.08 Million
Q2 2021

Aug 06, 2021

SELL
$134.61 - $156.7 $392,522 - $456,937
-2,916 Reduced 13.0%
19,507 $2.63 Million
Q1 2021

May 03, 2021

SELL
$103.11 - $146.29 $141,570 - $200,856
-1,373 Reduced 5.77%
22,423 $3.19 Million
Q4 2020

Feb 04, 2021

SELL
$76.15 - $104.25 $273,226 - $374,049
-3,588 Reduced 13.1%
23,796 $2.48 Million
Q3 2020

Nov 02, 2020

SELL
$74.14 - $85.09 $788,182 - $904,591
-10,631 Reduced 27.97%
27,384 $2.1 Million
Q1 2020

May 14, 2020

SELL
$39.02 - $98.86 $198,260 - $502,307
-5,081 Reduced 11.79%
38,015 $2.07 Million
Q4 2019

Jan 31, 2020

SELL
$72.1 - $94.26 $561,514 - $734,096
-7,788 Reduced 15.31%
43,096 $3.98 Million
Q3 2019

Nov 04, 2019

SELL
$70.66 - $87.4 $380,433 - $470,561
-5,384 Reduced 9.57%
50,884 $4.17 Million
Q2 2019

Jul 24, 2019

SELL
$70.51 - $84.91 $658,845 - $793,399
-9,344 Reduced 14.24%
56,268 $4.59 Million
Q1 2019

Apr 26, 2019

SELL
$59.74 - $77.93 $863,481 - $1.13 Million
-14,454 Reduced 18.05%
65,612 $4.57 Million
Q4 2018

Feb 05, 2019

SELL
$53.2 - $65.69 $360,164 - $444,721
-6,770 Reduced 7.8%
80,066 $4.89 Million
Q3 2018

Nov 01, 2018

SELL
$63.88 - $69.99 $2.03 Million - $2.23 Million
-31,820 Reduced 26.82%
86,836 $5.6 Million
Q2 2018

Jul 30, 2018

SELL
$56.49 - $72.22 $1.94 Million - $2.48 Million
-34,312 Reduced 22.43%
118,656 $7.78 Million
Q1 2018

May 02, 2018

BUY
$57.2 - $65.99 $91,748 - $105,847
1,604 Added 1.06%
152,968 $9.34 Million
Q4 2017

Feb 06, 2018

BUY
$48.68 - $57.7 $7.37 Million - $8.73 Million
151,364
151,364 $8.65 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
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