Ifp Advisors, Inc Lpl Financial Holdings Inc. Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 353 shares of LPLA stock, worth $118,230. This represents 0.0% of its overall portfolio holdings.

Number of Shares

353

Previous 331 6.65%

Holding current value

$118,230

Previous $87,000 12.64%

% of portfolio

0.0%

Previous 0.0%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$256.41 - $288.82 $5,641 - $6,354	22 Added 6.65%	353 $98,000
Q1 2024 Jul 30, 2024	BUY	$230.75 - $273.77 $2,076 - $2,463	9 Added 2.8%	331 $87,000
Q4 2023 Jan 09, 2024	SELL	$209.89 - $239.77 $99,277 - $113,411	-473 Reduced 59.5%	322 $73,000
Q3 2023 Oct 12, 2023	SELL	$218.49 - $247.52 $3,932 - $4,455	-18 Reduced 2.21%	795 $188,000
Q2 2023 Aug 04, 2023	SELL	$180.95 - $217.9 $120,150 - $144,685	-664 Reduced 44.96%	813 $176,000
Q1 2023 Apr 18, 2023	BUY	$192.0 - $255.57 $12,480 - $16,612	65 Added 4.6%	1,477 $298,000
Q4 2022 Feb 07, 2023	SELL	$206.94 - $269.62 $37,456 - $48,801	-181 Reduced 11.36%	1,412 $129,000
Q3 2022 Nov 08, 2022	BUY	$172.53 - $233.2 $91,785 - $124,062	532 Added 50.14%	1,593 $142,000
Q2 2022 Sep 06, 2022	BUY	$167.48 - $218.52 $177,696 - $231,849	1,061 New	1,061 $105,000
Q2 2022 Aug 12, 2022	SELL	$167.48 - $218.52 $177,696 - $231,849	-1,061 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$143.67 - $190.77 $71,547 - $95,003	498 Added 88.45%	1,061 $193,000
Q1 2022 Aug 08, 2022	BUY	$143.67 - $190.77 $1,436 - $1,907	10 Added 1.81%	563 $102,000
Q4 2021 Jan 12, 2022	BUY	$152.65 - $175.02 $1,068 - $1,225	7 Added 1.28%	553 $89,000
Q3 2021 Oct 06, 2021	SELL	$127.58 - $161.13 $12,758 - $16,113	-100 Reduced 15.48%	546 $86,000
Q2 2021 Jul 13, 2021	BUY	$134.61 - $156.7 $13,461 - $15,669	100 Added 18.32%	646 $87,000
Q1 2021 Apr 30, 2021	SELL	$103.11 - $146.29 $30,314 - $43,009	-294 Reduced 35.0%	546 $77,000
Q4 2020 Jan 25, 2021	SELL	$76.15 - $104.25 $7,615 - $10,425	-100 Reduced 10.64%	840 $87,000
Q3 2020 Oct 29, 2020	SELL	$74.14 - $85.09 $59,015 - $67,731	-796 Reduced 45.85%	940 $73,000
Q2 2020 Aug 05, 2020	SELL	$48.65 - $85.54 $20,870 - $36,696	-429 Reduced 19.82%	1,736 $135,000
Q1 2020 May 12, 2020	BUY	$39.02 - $98.86 $41,829 - $105,977	1,072 Added 98.08%	2,165 $122,000
Q4 2019 Jan 17, 2020	BUY	$72.1 - $94.26 $24,225 - $31,671	336 Added 44.39%	1,093 $100,000
Q3 2019 Nov 07, 2019	BUY	$70.66 - $87.4 $47,200 - $58,383	668 Added 750.56%	757 $60,000
Q1 2019 May 15, 2019	SELL	$59.74 - $77.93 $8,841 - $11,533	-148 Reduced 62.45%	89 $5,000
Q4 2018 Jan 23, 2019	SELL	$53.2 - $65.69 $30,430 - $37,574	-572 Reduced 70.7%	237 $14,000
Q3 2018 Oct 25, 2018	SELL	$63.88 - $69.99 $10,731 - $11,758	-168 Reduced 17.2%	809 $0
Q2 2018 Aug 07, 2018	SELL	$56.49 - $72.22 $12,258 - $15,671	-217 Reduced 18.17%	977 $0
Q1 2018 Jun 03, 2019	BUY	$57.2 - $65.99 $20,534 - $23,690	359 Added 42.99%	1,194 $68,000
Q1 2018 May 09, 2018	SELL	$57.2 - $65.99 $20,534 - $23,690	-359 Reduced 30.07%	835 $0
Q4 2017 Jan 24, 2018	SELL	$48.68 - $57.7 $16,453 - $19,502	-338 Reduced 22.06%	1,194 $0
Q3 2017 Oct 30, 2017	BUY	$45.09 - $51.58 $135 - $154	3 Added 0.2%	1,532 $79,000
Q2 2017 Jun 03, 2019	SELL	N/A	-732 Reduced 32.38%	1,529 $65,000
Q1 2017 Jun 03, 2019	BUY	N/A	3 Added 0.13%	2,261 $90,000
Q4 2016 Jun 03, 2019	BUY	N/A	344 Added 17.97%	2,258 $79,000
Q2 2016 Jun 03, 2019	BUY	N/A	1,825 Added 2050.56%	1,914 $43,000
Q1 2016 Jun 03, 2019	BUY	N/A	89	89 $5,000

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.

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...

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