A detailed history of Impact Capital Partners LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Impact Capital Partners LLC holds 2,687 shares of LPLA stock, worth $995,775. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,687
Previous 2,850 5.72%
Holding current value
$995,775
Previous $1.07 Billion 16.35%
% of portfolio
0.27%
Previous 0.35%

Shares

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

Oct 27, 2025

SELL
$332.69 - $399.0 $54,228 - $65,037
-163 Reduced 5.72%
2,687 $894 Million
Q2 2025

Jul 18, 2025

SELL
$283.31 - $388.96 $26,064 - $35,784
-92 Reduced 3.13%
2,850 $1.07 Billion
Q1 2025

Apr 11, 2025

BUY
$308.87 - $383.33 $18,223 - $22,616
59 Added 2.05%
2,942 $962 Million
Q4 2024

Feb 10, 2025

BUY
$229.85 - $335.91 $662,657 - $968,428
2,883 New
2,883 $941 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 $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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