Geode Capital Management, LLC Lpl Financial Holdings Inc. Transaction History

Geode Capital Management, LLC

  • $1.52 Trillion
  • Q3 2025

A detailed history of Geode Capital Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Geode Capital Management, LLC holds 1,543,258 shares of LPLA stock, worth $572 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,543,258
Previous 1,724,962 10.53%
Holding current value
$572 Million
Previous $647 Million 20.62%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Nov 12, 2025
SELL
$332.69 - $399.0 $60.5 Million - $72.5 Million
-181,704 Reduced 10.53%
1,543,258 $513 Million
Q2 2025

Aug 08, 2025
BUY
$283.31 - $388.96 $46.6 Million - $64 Million
164,484 Added 10.54%
1,724,962 $647 Million
Q1 2025

May 13, 2025
BUY
$308.87 - $383.33 $31.1 Million - $38.5 Million
100,536 Added 6.89%
1,560,478 $510 Million
Q4 2024

Feb 12, 2025
BUY
$229.85 - $335.91 $5.31 Million - $7.76 Million
23,111 Added 1.61%
1,459,942 $477 Million
Q3 2024

Nov 12, 2024
BUY
$193.0 - $282.1 $7.04 Million - $10.3 Million
36,474 Added 2.6%
1,436,831 $334 Million
Q2 2024

Aug 09, 2024
BUY
$256.41 - $288.82 $8.12 Million - $9.15 Million
31,684 Added 2.31%
1,400,357 $391 Million
Q1 2024

May 13, 2024
BUY
$230.75 - $273.77 $3.92 Million - $4.66 Million
17,007 Added 1.26%
1,368,673 $362 Million
Q4 2023

Feb 13, 2024
BUY
$209.89 - $239.77 $4.44 Million - $5.07 Million
21,133 Added 1.59%
1,351,666 $308 Million
Q3 2023

Nov 13, 2023
BUY
$218.49 - $247.52 $2.56 Million - $2.9 Million
11,710 Added 0.89%
1,330,533 $316 Million
Q2 2023

Aug 11, 2023
SELL
$180.95 - $217.9 $25 Million - $30.1 Million
-138,033 Reduced 9.47%
1,318,823 $287 Million
Q1 2023

May 15, 2023
BUY
$192.0 - $255.57 $25.2 Million - $33.5 Million
131,196 Added 9.9%
1,456,856 $295 Million
Q4 2022

Feb 13, 2023
BUY
$206.94 - $269.62 $43.9 Million - $57.2 Million
212,183 Added 19.06%
1,325,660 $286 Million
Q3 2022

Nov 14, 2022
BUY
$172.53 - $233.2 $6.33 Million - $8.56 Million
36,691 Added 3.41%
1,113,477 $243 Million
Q2 2022

Aug 12, 2022
BUY
$167.48 - $218.52 $2.63 Million - $3.43 Million
15,708 Added 1.48%
1,076,786 $198 Million
Q1 2022

May 13, 2022
SELL
$143.67 - $190.77 $6.5 Million - $8.63 Million
-45,243 Reduced 4.09%
1,061,078 $194 Million
Q4 2021

Feb 11, 2022
SELL
$152.65 - $175.02 $867,967 - $995,163
-5,686 Reduced 0.51%
1,106,321 $177 Million
Q3 2021

Nov 12, 2021
SELL
$127.58 - $161.13 $24.1 Million - $30.4 Million
-188,587 Reduced 14.5%
1,112,007 $174 Million
Q2 2021

Aug 13, 2021
SELL
$134.61 - $156.7 $3.29 Million - $3.83 Million
-24,469 Reduced 1.85%
1,300,594 $176 Million
Q1 2021

May 12, 2021
SELL
$103.11 - $146.29 $160,336 - $227,480
-1,555 Reduced 0.12%
1,325,063 $188 Million
Q4 2020

Feb 12, 2021
SELL
$76.15 - $104.25 $2.82 Million - $3.86 Million
-37,070 Reduced 2.72%
1,326,618 $138 Million
Q3 2020

Nov 13, 2020
BUY
$74.14 - $85.09 $1.91 Million - $2.19 Million
25,724 Added 1.92%
1,363,688 $105 Million
Q2 2020

Aug 13, 2020
SELL
$48.65 - $85.54 $2.03 Million - $3.57 Million
-41,757 Reduced 3.03%
1,337,964 $105 Million
Q1 2020

May 14, 2020
BUY
$39.02 - $98.86 $1.93 Million - $4.88 Million
49,393 Added 3.71%
1,379,721 $75.1 Million
Q4 2019

Feb 13, 2020
SELL
$72.1 - $94.26 $4.12 Million - $5.39 Million
-57,168 Reduced 4.12%
1,330,328 $123 Million
Q3 2019

Nov 12, 2019
BUY
$70.66 - $87.4 $2.28 Million - $2.82 Million
32,229 Added 2.38%
1,387,496 $114 Million
Q2 2019

Aug 14, 2019
BUY
$70.51 - $84.91 $887,932 - $1.07 Million
12,593 Added 0.94%
1,355,267 $111 Million
Q1 2019

May 14, 2019
BUY
$59.74 - $77.93 $9 Million - $11.7 Million
150,596 Added 12.63%
1,342,674 $93.5 Million
Q4 2018

Feb 13, 2019
BUY
$53.2 - $65.69 $10.2 Million - $12.6 Million
191,891 Added 19.19%
1,192,078 $72.8 Million
Q3 2018

Nov 13, 2018
BUY
$63.88 - $69.99 $2.53 Million - $2.77 Million
39,581 Added 4.12%
1,000,187 $64.5 Million
Q2 2018

Aug 14, 2018
BUY
$56.49 - $72.22 $2.96 Million - $3.79 Million
52,423 Added 5.77%
960,606 $63 Million
Q1 2018

May 15, 2018
BUY
$57.2 - $65.99 $4.76 Million - $5.49 Million
83,149 Added 10.08%
908,183 $55.5 Million
Q4 2017

Feb 13, 2018
SELL
$48.68 - $57.7 $3.63 Million - $4.3 Million
-74,559 Reduced 8.29%
825,034 $47.1 Million
Q3 2017

Nov 14, 2017
BUY
$45.09 - $51.58 $10.5 Million - $12 Million
233,496 Added 35.05%
899,593 $46.4 Million
Q2 2017

Aug 14, 2017
BUY
N/A
666,097
666,097 $28.3 Million

Others Institutions Holding LPLA

# of Institutions
854
Shares Held
79.4M
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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