A detailed history of Orion Portfolio Solutions, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 3,684 shares of LPLA stock, worth $1.23 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,684
Previous 4,762 22.64%
Holding current value
$1.23 Million
Previous $1.33 Million 35.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 15, 2024

SELL
$193.0 - $282.1 $208,054 - $304,103
-1,078 Reduced 22.64%
3,684 $857,000
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $22,051 - $24,838
86 Added 1.84%
4,762 $1.33 Million
Q1 2024

May 09, 2024

SELL
$230.75 - $273.77 $56,072 - $66,526
-243 Reduced 4.94%
4,676 $1.24 Million
Q4 2023

Feb 09, 2024

BUY
$209.89 - $239.77 $147,132 - $168,078
701 Added 16.62%
4,919 $1.12 Million
Q3 2023

Nov 01, 2023

SELL
$218.49 - $247.52 $117,984 - $133,660
-540 Reduced 11.35%
4,218 $1 Million
Q2 2023

Aug 14, 2023

SELL
$180.95 - $217.9 $153,988 - $185,432
-851 Reduced 15.17%
4,758 $1.03 Million
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $1.08 Million - $1.43 Million
5,609 New
5,609 $1.14 Million
Q1 2020

May 15, 2020

BUY
$39.02 - $98.86 $156 - $395
4 New
4 $0

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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