A detailed history of Natural Investments, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Natural Investments, LLC holds 727 shares of LPLA stock, worth $269,418. This represents 0.06% of its overall portfolio holdings.

Number of Shares
727
Previous 694 4.76%
Holding current value
$269,418
Previous $230,000 12.61%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

BUY
$312.18 - $378.94 $10,301 - $12,505
33 Added 4.76%
727 $259,000
Q3 2025

Oct 10, 2025

SELL
$332.69 - $399.0 $332 - $399
-1 Reduced 0.14%
694 $230,000
Q2 2025

Jul 24, 2025

BUY
$283.31 - $388.96 $13,598 - $18,670
48 Added 7.42%
695 $260,000
Q1 2025

May 09, 2025

SELL
$308.87 - $383.33 $1,235 - $1,533
-4 Reduced 0.61%
647 $211,000
Q4 2024

Feb 07, 2025

BUY
$229.85 - $335.91 $149,632 - $218,677
651 New
651 $212,000

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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