Phoenix Holdings Ltd. Lpl Financial Holdings Inc. Transaction History

Phoenix Holdings Ltd.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$230.75 - $273.77 $1.08 Million - $1.28 Million	4,677 Added 25.71%	22,867 $6.04 Million
Q4 2023 Feb 14, 2024	SELL	$209.89 - $239.77 $1.76 Million - $2.01 Million	-8,396 Reduced 31.58%	18,190 $4.14 Million
Q3 2023 Nov 13, 2023	BUY	$218.49 - $247.52 $1.03 Million - $1.16 Million	4,695 Added 21.45%	26,586 $6.32 Million
Q2 2023 Aug 07, 2023	BUY	$180.95 - $217.9 $1.07 Million - $1.29 Million	5,940 Added 37.24%	21,891 $4.76 Million
Q1 2023 May 11, 2023	BUY	$192.0 - $255.57 $558,720 - $743,708	2,910 Added 22.31%	15,951 $3.23 Million
Q4 2022 Feb 13, 2023	BUY	$206.94 - $269.62 $2.3 Million - $3 Million	11,130 Added 582.42%	13,041 $2.82 Million
Q3 2022 Nov 10, 2022	SELL	$172.53 - $233.2 $309,001 - $417,661	-1,791 Reduced 48.38%	1,911 $418,000
Q2 2022 Aug 15, 2022	SELL	$167.48 - $218.52 $394,080 - $514,177	-2,353 Reduced 38.86%	3,702 $682,000
Q1 2022 May 10, 2022	SELL	$143.67 - $190.77 $96,258 - $127,815	-670 Reduced 9.96%	6,055 $1.13 Million
Q4 2021 Feb 07, 2022	SELL	$152.65 - $175.02 $64,113 - $73,508	-420 Reduced 5.88%	6,725 $1.09 Million
Q3 2021 Oct 27, 2021	BUY	$127.58 - $161.13 $911,559 - $1.15 Million	7,145 New	7,145 $1.13 Million

702

68.6M

647K

549K

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...

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