A detailed history of Investment Management Corp Of Ontario transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Investment Management Corp Of Ontario holds 2,461 shares of LPLA stock, worth $824,262. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,461
Previous 1,661 48.16%
Holding current value
$824,262
Previous $463,000 23.54%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$193.0 - $282.1 $154,400 - $225,680
800 Added 48.16%
2,461 $572,000
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $102,564 - $115,528
400 Added 31.72%
1,661 $463,000
Q1 2024

May 15, 2024

SELL
$230.75 - $273.77 $2.21 Million - $2.62 Million
-9,561 Reduced 88.35%
1,261 $333,000
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $1.36 Million - $1.55 Million
-6,481 Reduced 37.46%
10,822 $2.46 Million
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $2.83 Million - $3.2 Million
12,948 Added 297.31%
17,303 $4.11 Million
Q2 2023

Aug 14, 2023

SELL
$180.95 - $217.9 $524,393 - $631,474
-2,898 Reduced 39.96%
4,355 $946,000
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $217,152 - $289,049
1,131 Added 18.47%
7,253 $1.47 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $1.27 Million - $1.65 Million
6,122 New
6,122 $1.32 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 $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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