A detailed history of Morgan Stanley transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Morgan Stanley holds 870,848 shares of LPLA stock, worth $292 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
870,848
Previous 1,467,007 40.64%
Holding current value
$292 Million
Previous $410 Million 50.54%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$193.0 - $282.1 $115 Million - $168 Million
-596,159 Reduced 40.64%
870,848 $203 Million
Q2 2024

Oct 17, 2024

BUY
$256.41 - $288.82 $49 Million - $55.2 Million
191,111 Added 14.98%
1,467,007 $410 Million
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $49 Million - $55.2 Million
191,111 Added 14.98%
1,467,007 $410 Million
Q1 2024

Oct 17, 2024

SELL
$230.75 - $273.77 $44.1 Million - $52.3 Million
-191,111 Reduced 13.03%
1,275,896 $337 Million
Q1 2024

Aug 16, 2024

BUY
$230.75 - $273.77 $173 Million - $205 Million
750,603 Added 142.89%
1,275,896 $337 Million
Q1 2024

May 15, 2024

BUY
$230.75 - $273.77 $173 Million - $205 Million
750,603 Added 142.89%
1,275,896 $337 Million
Q4 2023

Aug 16, 2024

SELL
$209.89 - $239.77 $198 Million - $226 Million
-941,714 Reduced 64.19%
525,293 $120 Million
Q4 2023

Feb 13, 2024

BUY
$209.89 - $239.77 $5.22 Million - $5.96 Million
24,861 Added 4.97%
525,293 $120 Million
Q3 2023

Nov 15, 2023

SELL
$218.49 - $247.52 $25.7 Million - $29.2 Million
-117,787 Reduced 19.05%
500,432 $119 Million
Q2 2023

Aug 14, 2023

SELL
$180.95 - $217.9 $14.5 Million - $17.5 Million
-80,199 Reduced 11.48%
618,219 $134 Million
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $766,656 - $1.02 Million
3,993 Added 0.58%
698,418 $141 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $49.6 Million - $64.7 Million
239,867 Added 52.77%
694,425 $150 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $9.13 Million - $12.3 Million
52,924 Added 13.18%
454,558 $99.3 Million
Q2 2022

Oct 27, 2022

BUY
$167.48 - $218.52 $33.2 Million - $43.4 Million
198,490 Added 97.71%
401,634 $74.1 Million
Q2 2022

Aug 15, 2022

BUY
$167.48 - $218.52 $33.2 Million - $43.4 Million
198,490 Added 97.71%
401,634 $74.1 Million
Q1 2022

Oct 27, 2022

SELL
$143.67 - $190.77 $28.5 Million - $37.9 Million
-198,490 Reduced 49.42%
203,144 $37.1 Million
Q1 2022

May 13, 2022

BUY
$143.67 - $190.77 $12.6 Million - $16.7 Million
87,399 Added 75.51%
203,144 $37.1 Million
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $3.53 Million - $4.04 Million
23,108 Added 24.94%
115,745 $18.5 Million
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $11.8 Million - $14.9 Million
92,637 New
92,637 $14.5 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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