Envestnet Asset Management Inc Lpl Financial Holdings Inc. Transaction History

Envestnet Asset Management Inc

  • $324 Billion
  • Q3 2025

A detailed history of Envestnet Asset Management Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 397,355 shares of LPLA stock, worth $147 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
397,355
Previous 412,678 3.71%
Holding current value
$147 Million
Previous $155 Million 14.57%
% of portfolio
0.04%
Previous 0.05%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$332.69 - $399.0 $5.1 Million - $6.11 Million
-15,323 Reduced 3.71%
397,355 $132 Million
Q2 2025

Jul 31, 2025
BUY
$283.31 - $388.96 $7.99 Million - $11 Million
28,196 Added 7.33%
412,678 $155 Million
Q1 2025

Apr 29, 2025
BUY
$308.87 - $383.33 $15.6 Million - $19.4 Million
50,558 Added 15.14%
384,482 $126 Million
Q4 2024

Feb 12, 2025
BUY
$229.85 - $335.91 $3.97 Million - $5.8 Million
17,254 Added 5.45%
333,924 $109 Million
Q3 2024

Nov 06, 2024
SELL
$193.0 - $282.1 $2.37 Million - $3.47 Million
-12,293 Reduced 3.74%
316,670 $73.7 Million
Q2 2024

Aug 08, 2024
BUY
$256.41 - $288.82 $413,076 - $465,289
1,611 Added 0.49%
328,963 $91.9 Million
Q1 2024

May 13, 2024
BUY
$230.75 - $273.77 $4.75 Million - $5.64 Million
20,597 Added 6.71%
327,352 $86.5 Million
Q4 2023

Feb 13, 2024
SELL
$209.89 - $239.77 $6.49 Million - $7.42 Million
-30,944 Reduced 9.16%
306,755 $69.8 Million
Q3 2023

Nov 13, 2023
BUY
$218.49 - $247.52 $13.6 Million - $15.5 Million
62,431 Added 22.68%
337,699 $80.3 Million
Q2 2023

Aug 04, 2023
SELL
$180.95 - $217.9 $41.7 Million - $50.2 Million
-230,280 Reduced 45.55%
275,268 $59.9 Million
Q1 2023

May 11, 2023
BUY
$192.0 - $255.57 $48.5 Million - $64.5 Million
252,465 Added 99.76%
505,548 $102 Million
Q4 2022

Feb 07, 2023
SELL
$206.94 - $269.62 $3.5 Million - $4.56 Million
-16,914 Reduced 6.26%
253,083 $54.7 Million
Q3 2022

Nov 10, 2022
BUY
$172.53 - $233.2 $6.71 Million - $9.07 Million
38,904 Added 16.83%
269,997 $59 Million
Q2 2022

Aug 03, 2022
BUY
$167.48 - $218.52 $13.9 Million - $18.2 Million
83,083 Added 56.13%
231,093 $42.6 Million
Q1 2022

May 04, 2022
BUY
$143.67 - $190.77 $2.57 Million - $3.41 Million
17,877 Added 13.74%
148,010 $27 Million
Q4 2021

Feb 04, 2022
BUY
$152.65 - $175.02 $984,439 - $1.13 Million
6,449 Added 5.21%
130,133 $20.8 Million
Q3 2021

Oct 07, 2021
BUY
$127.58 - $161.13 $588,271 - $742,970
4,611 Added 3.87%
123,684 $19.4 Million
Q2 2021

Aug 04, 2021
BUY
$134.61 - $156.7 $1.28 Million - $1.5 Million
9,541 Added 8.71%
119,073 $16.1 Million
Q1 2021

May 04, 2021
BUY
$103.11 - $146.29 $8.74 Million - $12.4 Million
84,724 Added 341.52%
109,532 $15.6 Million
Q4 2020

Feb 02, 2021
BUY
$76.15 - $104.25 $4,569 - $6,255
60 Added 0.24%
24,808 $2.59 Million
Q3 2020

Oct 09, 2020
BUY
$74.14 - $85.09 $95,937 - $110,106
1,294 Added 5.52%
24,748 $1.9 Million
Q2 2020

Jul 08, 2020
SELL
$48.65 - $85.54 $2.18 Million - $3.83 Million
-44,771 Reduced 65.62%
23,454 $1.84 Million
Q1 2020

Apr 23, 2020
SELL
$39.02 - $98.86 $1.64 Million - $4.16 Million
-42,105 Reduced 38.16%
68,225 $3.71 Million
Q4 2019

Feb 11, 2020
BUY
$72.1 - $94.26 $6.84 Million - $8.94 Million
94,857 Added 613.05%
110,330 $10.2 Million
Q3 2019

Oct 17, 2019
SELL
$70.66 - $87.4 $653,181 - $807,925
-9,244 Reduced 37.4%
15,473 $1.27 Million
Q2 2019

Aug 02, 2019
SELL
$70.51 - $84.91 $313,134 - $377,085
-4,441 Reduced 15.23%
24,717 $2.02 Million
Q1 2019

May 10, 2019
BUY
$59.74 - $77.93 $477,083 - $622,348
7,986 Added 37.72%
29,158 $2.03 Million
Q4 2018

Feb 13, 2019
BUY
$53.2 - $65.69 $1.13 Million - $1.39 Million
21,172 New
21,172 $1.29 Million
Q3 2018

Nov 14, 2018
SELL
$63.88 - $69.99 $64,199 - $70,339
-1,005 Closed
0 $0
Q1 2018

May 09, 2018
SELL
$57.2 - $65.99 $3,374 - $3,893
-59 Reduced 5.55%
1,005 $61,000
Q4 2017

Feb 20, 2018
BUY
$48.68 - $57.7 $43,179 - $51,179
887 Added 501.13%
1,064 $61,000
Q3 2017

Nov 13, 2017
SELL
$45.09 - $51.58 $36,748 - $42,037
-815 Reduced 82.16%
177 $9,000
Q2 2017

Aug 14, 2017
BUY
N/A
992
992 $43,000

Others Institutions Holding LPLA

# of Institutions
865
Shares Held
78.4M
Call Options Held
206K
Put Options Held
236K
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 $29.6B
  • 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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