A detailed history of Northwestern Mutual Wealth Management CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Northwestern Mutual Wealth Management CO holds 2,127 shares of LPLA stock, worth $712,396. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,127
Previous 43,175 95.07%
Holding current value
$712,396
Previous $12.1 Million 95.89%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$193.0 - $282.1 $7.92 Million - $11.6 Million
-41,048 Reduced 95.07%
2,127 $495,000
Q2 2024

Aug 15, 2024

BUY
$256.41 - $288.82 $869,229 - $979,099
3,390 Added 8.52%
43,175 $12.1 Million
Q1 2024

May 15, 2024

SELL
$230.75 - $273.77 $864,620 - $1.03 Million
-3,747 Reduced 8.61%
39,785 $10.5 Million
Q4 2023

Feb 13, 2024

BUY
$209.89 - $239.77 $181,344 - $207,161
864 Added 2.02%
43,532 $9.91 Million
Q3 2023

Nov 14, 2023

SELL
$218.49 - $247.52 $1.7 Million - $1.92 Million
-7,777 Reduced 15.42%
42,668 $10.1 Million
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $905,292 - $1.09 Million
5,003 Added 11.01%
50,445 $11 Million
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $1.94 Million - $2.59 Million
10,115 Added 28.63%
45,442 $9.2 Million
Q4 2022

Feb 21, 2023

BUY
$206.94 - $269.62 $7.07 Million - $9.21 Million
34,160 Added 2927.16%
35,327 $7.64 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $4.57 Million - $6.18 Million
-26,502 Reduced 95.78%
1,167 $256,000
Q2 2022

Aug 04, 2022

BUY
$167.48 - $218.52 $4.43 Million - $5.78 Million
26,448 Added 2166.09%
27,669 $5.11 Million
Q1 2022

May 09, 2022

SELL
$143.67 - $190.77 $6.98 Million - $9.27 Million
-48,572 Reduced 97.55%
1,221 $223,000
Q4 2021

Feb 03, 2022

BUY
$152.65 - $175.02 $130,973 - $150,167
858 Added 1.75%
49,793 $7.97 Million
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $183,077 - $231,221
1,435 Added 3.02%
48,935 $7.67 Million
Q2 2021

Aug 13, 2021

BUY
$134.61 - $156.7 $5.88 Million - $6.84 Million
43,661 Added 1137.3%
47,500 $6.41 Million
Q1 2021

May 14, 2021

BUY
$103.11 - $146.29 $376,763 - $534,543
3,654 Added 1975.14%
3,839 $546,000
Q4 2020

Feb 12, 2021

BUY
$76.15 - $104.25 $5,102 - $6,984
67 Added 56.78%
185 $20,000
Q3 2020

Nov 13, 2020

BUY
$74.14 - $85.09 $74 - $85
1 Added 0.85%
118 $9,000
Q2 2020

Aug 14, 2020

SELL
$48.65 - $85.54 $486 - $855
-10 Reduced 7.87%
117 $9,000
Q1 2020

May 08, 2020

SELL
$39.02 - $98.86 $3,511 - $8,897
-90 Reduced 41.47%
127 $7,000
Q2 2019

Aug 12, 2019

BUY
$70.51 - $84.91 $211 - $254
3 Added 1.4%
217 $18,000
Q1 2019

May 10, 2019

BUY
$59.74 - $77.93 $5,974 - $7,793
100 Added 87.72%
214 $15,000
Q4 2018

Feb 12, 2019

SELL
$53.2 - $65.69 $2,234 - $2,758
-42 Reduced 26.92%
114 $7,000
Q3 2018

Nov 01, 2018

BUY
$63.88 - $69.99 $7,921 - $8,678
124 Added 387.5%
156 $10,000
Q2 2018

Aug 10, 2018

SELL
$56.49 - $72.22 $903 - $1,155
-16 Reduced 33.33%
32 $2,000
Q1 2018

May 14, 2018

BUY
$57.2 - $65.99 $915 - $1,055
16 Added 50.0%
48 $3,000
Q3 2017

Nov 07, 2017

BUY
$45.09 - $51.58 $1,442 - $1,650
32
32 $2,000

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 $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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