Hennessy Advisors Inc Lpl Financial Holdings Inc. Transaction History

Hennessy Advisors Inc

  • $3.05 Billion
  • Q3 2024

A detailed history of Hennessy Advisors Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Hennessy Advisors Inc holds 11,400 shares of LPLA stock, worth $3.82 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,400
Previous 11,600 1.72%
Holding current value
$3.82 Million
Previous $3.24 Million 18.09%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Oct 15, 2024
SELL
$193.0 - $282.1 $38,600 - $56,420
-200 Reduced 1.72%
11,400 $2.65 Million
Q2 2024

Jul 23, 2024
SELL
$256.41 - $288.82 $51,282 - $57,764
-200 Reduced 1.69%
11,600 $3.24 Million
Q1 2024

Apr 15, 2024
BUY
$230.75 - $273.77 $2.72 Million - $3.23 Million
11,800 New
11,800 $3.12 Million
Q4 2021

Jan 25, 2022
SELL
$152.65 - $175.02 $17.2 Million - $19.8 Million
-113,000 Closed
0 $0
Q3 2021

Oct 12, 2021
SELL
$127.58 - $161.13 $905,818 - $1.14 Million
-7,100 Reduced 5.91%
113,000 $17.7 Million
Q1 2021

Apr 19, 2021
SELL
$103.11 - $146.29 $3.67 Million - $5.21 Million
-35,600 Reduced 22.86%
120,100 $17.1 Million
Q4 2020

Jan 25, 2021
BUY
$76.15 - $104.25 $906,185 - $1.24 Million
11,900 Added 8.28%
155,700 $16.2 Million
Q3 2020

Oct 16, 2020
SELL
$74.14 - $85.09 $652,432 - $748,792
-8,800 Reduced 5.77%
143,800 $11 Million
Q2 2020

Jul 20, 2020
SELL
$48.65 - $85.54 $554,610 - $975,156
-11,400 Reduced 6.95%
152,600 $12 Million
Q1 2020

Apr 14, 2020
SELL
$39.02 - $98.86 $792,106 - $2.01 Million
-20,300 Reduced 11.01%
164,000 $8.93 Million
Q4 2019

Jan 14, 2020
BUY
$72.1 - $94.26 $10.5 Million - $13.7 Million
145,600 Added 376.23%
184,300 $17 Million
Q3 2019

Oct 07, 2019
SELL
$70.66 - $87.4 $70,660 - $87,400
-1,000 Reduced 2.52%
38,700 $3.17 Million
Q2 2019

Jul 11, 2019
SELL
$70.51 - $84.91 $564,080 - $679,280
-8,000 Reduced 16.77%
39,700 $3.24 Million
Q1 2019

Apr 08, 2019
SELL
$59.74 - $77.93 $221,038 - $288,341
-3,700 Reduced 7.2%
47,700 $3.32 Million
Q4 2018

Jan 14, 2019
SELL
$53.2 - $65.69 $297,920 - $367,864
-5,600 Reduced 9.82%
51,400 $3.14 Million
Q3 2018

Oct 10, 2018
SELL
$63.88 - $69.99 $121,372 - $132,981
-1,900 Reduced 3.23%
57,000 $3.68 Million
Q2 2018

Jul 20, 2018
SELL
$56.49 - $72.22 $214,662 - $274,436
-3,800 Reduced 6.06%
58,900 $3.86 Million
Q1 2018

May 02, 2018
BUY
$57.2 - $65.99 $3.59 Million - $4.14 Million
62,700 New
62,700 $3.83 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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