A detailed history of Kennedy Capital Management, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Kennedy Capital Management, Inc. holds 19,919 shares of LPLA stock, worth $6.58 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
19,919
Previous 13,138 51.61%
Holding current value
$6.58 Million
Previous $3.67 Million 26.33%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Nov 14, 2024

BUY
$193.0 - $282.1 $1.31 Million - $1.91 Million
6,781 Added 51.61%
19,919 $4.64 Million
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $733,076 - $825,736
2,859 Added 27.81%
13,138 $3.67 Million
Q1 2024

May 15, 2024

BUY
$230.75 - $273.77 $990,609 - $1.18 Million
4,293 Added 71.72%
10,279 $2.72 Million
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $122,995 - $140,505
586 Added 10.85%
5,986 $1.36 Million
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $162,993 - $184,649
746 Added 16.03%
5,400 $1.28 Million
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $397,547 - $478,726
2,197 Added 89.42%
4,654 $1.01 Million
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $3.99 Million - $5.31 Million
-20,784 Reduced 89.43%
2,457 $497,000
Q4 2022

Feb 14, 2023

SELL
$206.94 - $269.62 $4.07 Million - $5.31 Million
-19,678 Reduced 45.85%
23,241 $5.02 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $52,449 - $70,892
-304 Reduced 0.7%
42,919 $9.38 Million
Q2 2022

Aug 10, 2022

SELL
$167.48 - $218.52 $119,915 - $156,460
-716 Reduced 1.63%
43,223 $7.97 Million
Q1 2022

May 16, 2022

BUY
$143.67 - $190.77 $129,590 - $172,074
902 Added 2.1%
43,939 $8.03 Million
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $246,377 - $282,482
-1,614 Reduced 3.61%
43,037 $6.89 Million
Q3 2021

Nov 15, 2021

SELL
$127.58 - $161.13 $321,501 - $406,047
-2,520 Reduced 5.34%
44,651 $7 Million
Q2 2021

Aug 16, 2021

SELL
$134.61 - $156.7 $116,572 - $135,702
-866 Reduced 1.8%
47,171 $6.37 Million
Q1 2021

May 14, 2021

BUY
$103.11 - $146.29 $119,092 - $168,964
1,155 Added 2.46%
48,037 $6.83 Million
Q4 2020

Feb 12, 2021

BUY
$76.15 - $104.25 $6,929 - $9,486
91 Added 0.19%
46,882 $4.89 Million
Q3 2020

Nov 16, 2020

BUY
$74.14 - $85.09 $3.47 Million - $3.98 Million
46,791 New
46,791 $3.59 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 $26.4B
  • 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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