Moneta Group Investment Advisors LLC Lpl Financial Holdings Inc. Transaction History

Moneta Group Investment Advisors LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 16, 2023	SELL	$206.94 - $269.62 $12.1 Million - $15.7 Million	-58,345 Reduced 61.29%	36,847 $7.97 Million
Q4 2022 Feb 16, 2023	SELL	$206.94 - $269.62 $19.7 Billion - $25.6 Billion	-95,096,463 Reduced 99.9%	95,192 $20.6 Million
Q4 2022 Feb 15, 2023	BUY	$206.94 - $269.62 $19.7 Billion - $25.7 Billion	95,148,049 Added 218199.44%	95,191,655 $20.6 Billion
Q3 2022 Nov 14, 2022	SELL	$172.53 - $233.2 $1.93 Million - $2.61 Million	-11,213 Reduced 20.45%	43,606 $9.53 Million
Q2 2022 Aug 15, 2022	BUY	$167.48 - $218.52 $8.78 Million - $11.5 Million	52,454 Added 2217.93%	54,819 $10.1 Million
Q1 2022 May 11, 2022	SELL	$143.67 - $190.77 $4,884 - $6,486	-34 Reduced 1.42%	2,365 $432,000
Q4 2021 Feb 11, 2022	SELL	$152.65 - $175.02 $56,480 - $64,757	-370 Reduced 13.36%	2,399 $384,000
Q3 2021 Nov 12, 2021	BUY	$127.58 - $161.13 $108,443 - $136,960	850 Added 44.29%	2,769 $434,000
Q2 2021 Aug 13, 2021	BUY	$134.61 - $156.7 $258,316 - $300,707	1,919 New	1,919 $259,000

702

68.6M

647K

549K

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...

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