A detailed history of Jacobi Capital Management LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Jacobi Capital Management LLC holds 692 shares of LPLA stock, worth $258,960. This represents 0.02% of its overall portfolio holdings.

Number of Shares
692
Holding current value
$258,960
% of portfolio
0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025

BUY
$229.85 - $335.91 $159,056 - $232,449
692 New
692 $225,000
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $143,643 - $164,693
-941 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$134.61 - $156.7 $18,980 - $22,094
141 Added 17.63%
941 $127,000
Q1 2021

May 11, 2021

BUY
$103.11 - $146.29 $1,134 - $1,609
11 Added 1.39%
800 $114,000
Q2 2020

Aug 04, 2020

BUY
$48.65 - $85.54 $38,336 - $67,405
788 Added 78800.0%
789 $62,000
Q2 2020

Jul 27, 2020

SELL
$48.65 - $85.54 $15,470 - $27,201
-318 Reduced 99.69%
1 $62,000
Q4 2019

Feb 03, 2020

BUY
$72.1 - $94.26 $14,636 - $19,134
203 Added 175.0%
319 $29,000
Q2 2018

Aug 14, 2018

BUY
$56.49 - $72.22 $903 - $1,155
16 Added 16.0%
116 $8,000
Q3 2017

Nov 02, 2017

BUY
$45.09 - $51.58 $4,509 - $5,158
100
100 $5,000

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 $29.9B
  • 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 Jacobi Capital Management LLC Portfolio

Follow Jacobi Capital 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 Jacobi Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jacobi Capital Management LLC with notifications on news.