Nisa Investment Advisors, LLC Lpl Financial Holdings Inc. Transaction History

Nisa Investment Advisors, LLC

  • $16.7 Billion
  • Q3 2024

A detailed history of Nisa Investment Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Nisa Investment Advisors, LLC holds 810 shares of LPLA stock, worth $271,293. This represents 0.0% of its overall portfolio holdings.

Number of Shares
810
Previous 6,300 87.14%
Holding current value
$271,293
Previous $1.76 Million 89.31%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 24, 2024
SELL
$193.0 - $282.1 $1.06 Million - $1.55 Million
-5,490 Reduced 87.14%
810 $188,000
Q2 2024

Jul 19, 2024
BUY
$256.41 - $288.82 $528,461 - $595,258
2,061 Added 48.62%
6,300 $1.76 Million
Q1 2024

May 01, 2024
SELL
$230.75 - $273.77 $2.27 Million - $2.7 Million
-9,852 Reduced 69.92%
4,239 $1.12 Million
Q4 2023

Jan 25, 2024
BUY
$209.89 - $239.77 $700,822 - $800,592
3,339 Added 31.05%
14,091 $3.21 Million
Q3 2023

Nov 02, 2023
BUY
$218.49 - $247.52 $91,547 - $103,710
419 Added 4.05%
10,752 $2.56 Million
Q2 2023

Aug 11, 2023
SELL
$180.95 - $217.9 $1.14 Million - $1.37 Million
-6,291 Reduced 37.84%
10,333 $2.25 Million
Q1 2023

May 02, 2023
SELL
$192.0 - $255.57 $1.54 Million - $2.05 Million
-8,008 Reduced 32.51%
16,624 $3.37 Million
Q4 2022

Feb 02, 2023
BUY
$206.94 - $269.62 $4.87 Million - $6.35 Million
23,552 Added 2180.74%
24,632 $5.33 Million
Q3 2022

Nov 07, 2022
SELL
$172.53 - $233.2 $940,461 - $1.27 Million
-5,451 Reduced 83.46%
1,080 $272,000
Q2 2022

Aug 03, 2022
BUY
$167.48 - $218.52 $715,642 - $933,735
4,273 Added 189.24%
6,531 $1.21 Million
Q1 2022

Apr 29, 2022
SELL
$143.67 - $190.77 $5.87 Million - $7.79 Million
-40,827 Reduced 94.76%
2,258 $412,000
Q4 2021

Feb 03, 2022
SELL
$152.65 - $175.02 $7.34 Million - $8.42 Million
-48,099 Reduced 52.75%
43,085 $7.42 Million
Q3 2021

Oct 18, 2021
BUY
$127.58 - $161.13 $2.33 Million - $2.95 Million
18,302 Added 25.11%
91,184 $14.3 Million
Q2 2021

Aug 06, 2021
BUY
$134.61 - $156.7 $4 Million - $4.66 Million
29,736 Added 68.92%
72,882 $9.84 Million
Q1 2021

Apr 26, 2021
BUY
$103.11 - $146.29 $4.36 Million - $6.18 Million
42,246 Added 4694.0%
43,146 $6.13 Million
Q4 2020

Jan 25, 2021
BUY
$76.15 - $104.25 $68,535 - $93,825
900 New
900 $94,000
Q4 2018

Jan 17, 2019
SELL
$53.2 - $65.69 $266,000 - $328,450
-5,000 Closed
0 $0
Q2 2018

Jul 19, 2018
SELL
$56.49 - $72.22 $169,470 - $216,660
-3,000 Reduced 37.5%
5,000 $328,000
Q3 2017

Oct 13, 2017
BUY
$45.09 - $51.58 $360,720 - $412,640
8,000
8,000 $413,000

Others Institutions Holding LPLA

# of Institutions
702
Shares Held
68.6M
Call Options Held
647K
Put Options Held
549K
View Full List

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • 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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