A detailed history of Oppenheimer Asset Management Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Oppenheimer Asset Management Inc. holds 15,239 shares of LPLA stock, worth $5.1 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,239
Previous 2,935 419.22%
Holding current value
$5.1 Million
Previous $819,000 332.97%
% of portfolio
0.04%
Previous 0.01%

Shares

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

Nov 05, 2024

BUY
$193.0 - $282.1 $2.37 Million - $3.47 Million
12,304 Added 419.22%
15,239 $3.55 Million
Q2 2024

Aug 08, 2024

BUY
$256.41 - $288.82 $37,948 - $42,745
148 Added 5.31%
2,935 $819,000
Q1 2024

May 06, 2024

SELL
$230.75 - $273.77 $215,751 - $255,974
-935 Reduced 25.12%
2,787 $736,000
Q4 2023

Feb 13, 2024

SELL
$209.89 - $239.77 $18,470 - $21,099
-88 Reduced 2.31%
3,722 $847,000
Q3 2023

Nov 07, 2023

SELL
$218.49 - $247.52 $47,193 - $53,464
-216 Reduced 5.37%
3,810 $905,000
Q2 2023

Aug 02, 2023

BUY
$180.95 - $217.9 $25,152 - $30,288
139 Added 3.58%
4,026 $875,000
Q1 2023

May 10, 2023

BUY
$192.0 - $255.57 $40,896 - $54,436
213 Added 5.8%
3,887 $786,000
Q4 2022

Feb 06, 2023

SELL
$206.94 - $269.62 $555,013 - $723,120
-2,682 Reduced 42.2%
3,674 $794,000
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $105,243 - $142,252
-610 Reduced 8.76%
6,356 $1.39 Million
Q2 2022

Aug 08, 2022

BUY
$167.48 - $218.52 $58,115 - $75,826
347 Added 5.24%
6,966 $1.29 Million
Q1 2022

May 12, 2022

SELL
$143.67 - $190.77 $1,436 - $1,907
-10 Reduced 0.15%
6,619 $1.21 Million
Q4 2021

Feb 02, 2022

BUY
$152.65 - $175.02 $311,406 - $357,040
2,040 Added 44.45%
6,629 $1.06 Million
Q3 2021

Nov 12, 2021

SELL
$127.58 - $161.13 $15,182 - $19,174
-119 Reduced 2.53%
4,589 $720,000
Q2 2021

Aug 03, 2021

BUY
$134.61 - $156.7 $633,743 - $737,743
4,708 New
4,708 $635,000

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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