Prudential Financial Inc Lpl Financial Holdings Inc. Transaction History

Prudential Financial Inc

$70 Billion
Q3 2024

A detailed history of Prudential Financial Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Prudential Financial Inc holds 7,873 shares of LPLA stock, worth $2.64 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,873

Previous 7,962 1.12%

Holding current value

$2.64 Million

Previous $2.22 Million 17.59%

% of portfolio

0.0%

Previous 0.0%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$193.0 - $282.1 $17,177 - $25,106	-89 Reduced 1.12%	7,873 $1.83 Million
Q2 2024 Aug 13, 2024	BUY	$256.41 - $288.82 $159,999 - $180,223	624 Added 8.5%	7,962 $2.22 Million
Q1 2024 May 14, 2024	SELL	$230.75 - $273.77 $717,863 - $851,698	-3,111 Reduced 29.77%	7,338 $1.94 Million
Q4 2023 Feb 13, 2024	SELL	$209.89 - $239.77 $30.5 Million - $34.8 Million	-145,192 Reduced 93.29%	10,449 $2.38 Million
Q3 2023 Nov 13, 2023	BUY	$218.49 - $247.52 $1.18 Million - $1.33 Million	5,388 Added 3.59%	155,641 $37 Million
Q2 2023 Aug 11, 2023	BUY	$180.95 - $217.9 $14.7 Million - $17.7 Million	81,385 Added 118.18%	150,253 $32.7 Million
Q1 2023 May 12, 2023	BUY	$192.0 - $255.57 $6.22 Million - $8.28 Million	32,398 Added 88.83%	68,868 $13.9 Million
Q4 2022 Feb 14, 2023	BUY	$206.94 - $269.62 $5.32 Million - $6.93 Million	25,713 Added 239.04%	36,470 $0
Q3 2022 Nov 04, 2022	BUY	$172.53 - $233.2 $230,672 - $311,788	1,337 Added 14.19%	10,757 $2.33 Million
Q2 2022 Aug 15, 2022	BUY	$167.48 - $218.52 $476,313 - $621,470	2,844 Added 43.25%	9,420 $1.76 Million
Q1 2022 May 13, 2022	BUY	$143.67 - $190.77 $18,102 - $24,037	126 Added 1.95%	6,576 $1.2 Million
Q4 2021 Feb 14, 2022	BUY	$152.65 - $175.02 $30,987 - $35,529	203 Added 3.25%	6,450 $1.09 Million
Q3 2021 Nov 15, 2021	SELL	$127.58 - $161.13 $156,540 - $197,706	-1,227 Reduced 16.42%	6,247 $922,000
Q2 2021 Aug 16, 2021	BUY	$134.61 - $156.7 $26,248 - $30,556	195 Added 2.68%	7,474 $1.01 Million
Q1 2021 May 12, 2021	SELL	$103.11 - $146.29 $1.45 Million - $2.06 Million	-14,082 Reduced 65.92%	7,279 $1.04 Million
Q4 2020 Feb 16, 2021	BUY	$76.15 - $104.25 $1.55 Million - $2.13 Million	20,411 Added 2148.53%	21,361 $2.23 Million
Q3 2020 Aug 05, 2021	SELL	$74.14 - $85.09 $1.9 Million - $2.18 Million	-25,624 Reduced 96.43%	950 $73,000
Q3 2020 Nov 16, 2020	BUY	$74.14 - $85.09 $1.96 Million - $2.25 Million	26,486 Added 30097.73%	26,574 $2.04 Million
Q2 2020 Aug 05, 2021	SELL	$48.65 - $85.54 $22.3 Million - $39.2 Million	-457,910 Reduced 99.98%	88 $7,000
Q2 2020 Aug 12, 2020	BUY	$48.65 - $85.54 $22.3 Million - $39.2 Million	457,982 Added 2862387.5%	457,998 $35.9 Million
Q1 2020 Aug 05, 2021	SELL	$39.02 - $98.86 $4.64 Million - $11.8 Million	-118,952 Reduced 99.99%	16 $1,000
Q1 2020 May 12, 2020	BUY	$39.02 - $98.86 $4.64 Million - $11.8 Million	118,956 Added 991300.0%	118,968 $6.48 Million
Q4 2019 Aug 05, 2021	SELL	$72.1 - $94.26 $8.9 Million - $11.6 Million	-123,376 Reduced 99.99%	12 $1,000
Q4 2019 Feb 11, 2020	SELL	$72.1 - $94.26 $45.4 Million - $59.4 Million	-630,106 Reduced 83.62%	123,388 $11.4 Million
Q3 2019 Nov 13, 2019	BUY	$70.66 - $87.4 $53.2 Million - $65.9 Million	753,493 Added 0.0%	753,494 $61.7 Million
Q2 2019 Aug 05, 2021	SELL	$70.51 - $84.91 $42.9 Million - $51.7 Million	-608,586 Reduced 100.0%	1 $0
Q2 2019 Aug 08, 2019	BUY	$70.51 - $84.91 $42.9 Million - $51.7 Million	608,583 Added 0.0%	608,587 $0
Q1 2019 Aug 05, 2021	SELL	$59.74 - $77.93 $31.2 Million - $40.6 Million	-521,542 Reduced 100.0%	4 $0
Q1 2019 May 15, 2019	BUY	$59.74 - $77.93 $14.9 Million - $19.5 Million	249,860 Added 91.97%	521,546 $0
Q4 2018 Feb 07, 2019	BUY	$53.2 - $65.69 $13.5 Million - $16.7 Million	254,252 Added 1458.37%	271,686 $16.6 Million
Q3 2018 Nov 07, 2018	BUY	$63.88 - $69.99 $778,697 - $853,178	12,190 Added 232.46%	17,434 $0
Q2 2018 Aug 13, 2018	SELL	$56.49 - $72.22 $2.96 Million - $3.78 Million	-52,320 Reduced 90.89%	5,244 $0
Q1 2018 May 04, 2018	BUY	$57.2 - $65.99 $2.37 Million - $2.73 Million	41,420 Added 256.57%	57,564 $0
Q4 2017 Feb 13, 2018	SELL	$48.68 - $57.7 $20.7 Million - $24.5 Million	-424,390 Reduced 96.34%	16,144 $922,000
Q3 2017 Nov 02, 2017	BUY	$45.09 - $51.58 $19.9 Million - $22.7 Million	440,534	440,534 $22.7 Million

Others Institutions Holding LPLA

# of Institutions

702

Shares Held

68.6M

Call Options Held

647K

Put Options Held

549K

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prudential Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Prudential Financial Inc with notifications on news.

Account

Prudential Financial Inc Lpl Financial Holdings Inc. Transaction History