A detailed history of Rockefeller Capital Management L.P. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Rockefeller Capital Management L.P. holds 11,319 shares of LPLA stock, worth $3.79 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,319
Holding current value
$3.79 Million
% of portfolio
0.01%

Shares

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

Nov 14, 2024

BUY
$193.0 - $282.1 $2.18 Million - $3.19 Million
11,319 New
11,319 $2.63 Million
Q1 2023

May 17, 2023

BUY
$192.0 - $255.57 $292,992 - $389,999
1,526 Added 415.8%
1,893 $383,000
Q4 2022

Mar 06, 2023

SELL
$206.94 - $269.62 $76,360 - $99,489
-369 Reduced 50.14%
367 $79,000
Q3 2022

Nov 02, 2022

SELL
$172.53 - $233.2 $10,524 - $14,225
-61 Reduced 7.65%
736 $160,000
Q2 2022

Aug 12, 2022

BUY
$167.48 - $218.52 $51,416 - $67,085
307 Added 62.65%
797 $146,000
Q1 2022

May 13, 2022

BUY
$143.67 - $190.77 $24,280 - $32,240
169 Added 52.65%
490 $89,000
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $10,990 - $12,601
-72 Reduced 18.32%
321 $51,000
Q3 2021

Nov 12, 2021

BUY
$127.58 - $161.13 $40,315 - $50,917
316 Added 410.39%
393 $61,000
Q2 2021

Aug 10, 2021

SELL
$134.61 - $156.7 $7,672 - $8,931
-57 Reduced 42.54%
77 $10,000
Q1 2021

May 11, 2021

BUY
$103.11 - $146.29 $11,960 - $16,969
116 Added 644.44%
134 $19,000
Q4 2020

Feb 12, 2021

BUY
$76.15 - $104.25 $1,370 - $1,876
18 New
18 $1,000

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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