A detailed history of Intech Investment Management LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Intech Investment Management LLC holds 91,999 shares of LPLA stock, worth $30.8 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
91,999
Previous 25,067 267.01%
Holding current value
$30.8 Million
Previous $7 Million 205.81%
% of portfolio
0.24%
Previous 0.09%

Shares

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

Nov 08, 2024

BUY
$193.0 - $282.1 $12.9 Million - $18.9 Million
66,932 Added 267.01%
91,999 $21.4 Million
Q2 2024

Aug 12, 2024

SELL
$256.41 - $288.82 $4.3 Million - $4.85 Million
-16,783 Reduced 40.1%
25,067 $7 Million
Q1 2024

May 10, 2024

BUY
$230.75 - $273.77 $2.7 Million - $3.2 Million
11,703 Added 38.82%
41,850 $11.1 Million
Q4 2023

Oct 18, 2024

SELL
$209.89 - $239.77 $554,319 - $633,232
-2,641 Reduced 8.05%
30,147 $6.86 Million
Q4 2023

Feb 09, 2024

SELL
$209.89 - $239.77 $554,319 - $633,232
-2,641 Reduced 8.05%
30,147 $6.86 Million
Q3 2023

Oct 18, 2024

BUY
$218.49 - $247.52 $2.21 Million - $2.5 Million
10,119 Added 44.64%
32,788 $7.79 Million
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $2.21 Million - $2.5 Million
10,119 Added 44.64%
32,788 $7.79 Million
Q2 2023

Oct 18, 2024

BUY
$180.95 - $217.9 $167,559 - $201,775
926 Added 4.26%
22,669 $4.93 Million
Q2 2023

Aug 09, 2023

BUY
$180.95 - $217.9 $167,559 - $201,775
926 Added 4.26%
22,669 $4.93 Million
Q1 2023

Oct 18, 2024

SELL
$192.0 - $255.57 $638,208 - $849,514
-3,324 Reduced 13.26%
21,743 $4.4 Million
Q1 2023

May 10, 2023

SELL
$192.0 - $255.57 $843,456 - $1.12 Million
-4,393 Reduced 16.81%
21,743 $4.4 Million
Q4 2022

Oct 18, 2024

SELL
$206.94 - $269.62 $648,756 - $845,258
-3,135 Reduced 10.71%
26,136 $5.65 Million
Q4 2022

Feb 09, 2023

SELL
$206.94 - $269.62 $648,756 - $845,258
-3,135 Reduced 10.71%
26,136 $5.65 Million
Q3 2022

Oct 18, 2024

BUY
$172.53 - $233.2 $725,316 - $980,372
4,204 Added 16.77%
29,271 $6.4 Million
Q3 2022

Nov 10, 2022

BUY
$172.53 - $233.2 $4.4 Million - $5.95 Million
25,520 Added 680.35%
29,271 $6.4 Million
Q2 2022

Aug 10, 2022

BUY
$167.48 - $218.52 $628,217 - $819,668
3,751 New
3,751 $692,000

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 $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
Track This Portfolio

Track Intech Investment Management LLC Portfolio

Follow Intech Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intech Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intech Investment Management LLC with notifications on news.