A detailed history of Jefferies Financial Group Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Jefferies Financial Group Inc. holds 7,134 shares of LPLA stock, worth $2.39 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,134
Previous 3,742 90.65%
Holding current value
$2.39 Million
Previous $1.05 Million 58.85%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$193.0 - $282.1 $654,656 - $956,883
3,392 Added 90.65%
7,134 $1.66 Million
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $959,486 - $1.08 Million
3,742 New
3,742 $1.05 Million
Q3 2023

Nov 14, 2023

SELL
$218.49 - $247.52 $577,906 - $654,690
-2,645 Reduced 85.32%
455 $108,000
Q2 2023

Aug 14, 2023

SELL
$180.95 - $217.9 $194,521 - $234,242
-1,075 Reduced 25.75%
3,100 $674,000
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $872,832 - $1.16 Million
-4,546 Reduced 52.13%
4,175 $845,000
Q4 2022

Sep 21, 2023

BUY
$206.94 - $269.62 $452,163 - $589,119
2,185 Added 70.48%
5,285 $1.14 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $1.8 Million - $2.35 Million
8,721 New
8,721 $1.89 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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