Petrus Trust Company, Lta Lpl Financial Holdings Inc. Transaction History

Petrus Trust Company, Lta

  • $813 Million
  • Q3 2025

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$283.31 - $388.96 $331,472 - $455,083
-1,170 Reduced 56.47%
902 $338,000
Q1 2025

May 15, 2025
BUY
$308.87 - $383.33 $232,579 - $288,647
753 Added 57.09%
2,072 $677,000
Q4 2024

Feb 14, 2025
BUY
$229.85 - $335.91 $303,172 - $443,065
1,319 New
1,319 $430,000
Q2 2024

Aug 14, 2024
BUY
$256.41 - $288.82 $529,743 - $596,702
2,066 New
2,066 $577,000

Others Institutions Holding LPLA

# of Institutions
853
Shares Held
79.4M
Call Options Held
206K
Put Options Held
236K
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 $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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