A detailed history of Mawer Investment Management Ltd. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Mawer Investment Management Ltd. holds 41,675 shares of LPLA stock, worth $11.1 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
41,675
Previous 29,626 40.67%
Holding current value
$11.1 Million
Previous $7.83 Million 48.7%
% of portfolio
0.06%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$256.41 - $288.82 $3.09 Million - $3.48 Million
12,049 Added 40.67%
41,675 $11.6 Million
Q1 2024

May 06, 2024

BUY
$230.75 - $273.77 $3.41 Million - $4.05 Million
14,799 Added 99.81%
29,626 $7.83 Million
Q4 2023

Feb 07, 2024

BUY
$209.89 - $239.77 $3.11 Million - $3.56 Million
14,827 New
14,827 $3.37 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 $21.2B
  • 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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