A detailed history of Johnson Financial Group, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Johnson Financial Group, Inc. holds 44 shares of LPLA stock, worth $16,305. This represents 0.0% of its overall portfolio holdings.

Number of Shares
44
Holding current value
$16,305
% of portfolio
0.0%

Shares

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

Nov 13, 2025

BUY
$332.69 - $399.0 $14,638 - $17,556
44 New
44 $14,000
Q4 2022

Feb 13, 2023

SELL
$206.94 - $269.62 $14,692 - $19,143
-71 Reduced 50.0%
71 $15,000
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $12,249 - $16,557
71 Added 100.0%
142 $31,000
Q1 2022

May 16, 2022

BUY
$143.67 - $190.77 $10,200 - $13,544
71 New
71 $13,000

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 $29.6B
  • 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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