Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 11, 2022

SELL
$152.65 - $175.02 $2.29 Million - $2.63 Million
-15,000 Closed
0 $0
Q3 2021

Nov 08, 2021

BUY
$127.58 - $161.13 $1.91 Million - $2.42 Million
15,000 New
15,000 $2.35 Million
Q2 2019

Aug 14, 2019

SELL
$70.51 - $84.91 $7.57 Million - $9.12 Million
-107,400 Closed
0 $0
Q1 2019

May 15, 2019

BUY
$59.74 - $77.93 $2.23 Million - $2.91 Million
37,400 Added 53.43%
107,400 $7.48 Million
Q4 2018

Feb 13, 2019

BUY
$53.2 - $65.69 $1.06 Million - $1.31 Million
20,000 Added 40.0%
70,000 $4.28 Million
Q3 2018

Nov 14, 2018

BUY
$63.88 - $69.99 $1.92 Million - $2.1 Million
30,000 Added 150.0%
50,000 $3.23 Million
Q2 2018

Aug 14, 2018

SELL
$56.49 - $72.22 $5.93 Million - $7.58 Million
-105,000 Reduced 84.0%
20,000 $1.31 Million
Q1 2018

May 14, 2018

BUY
$57.2 - $65.99 $1.6 Million - $1.85 Million
28,000 Added 28.87%
125,000 $7.63 Million
Q4 2017

Feb 12, 2018

BUY
$48.68 - $57.7 $4.72 Million - $5.6 Million
97,000
97,000 $5.54 Million

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 $26.8B
  • 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

Track Sovarnum Capital L.P. Portfolio

Follow Sovarnum Capital L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovarnum Capital L.P., based on Form 13F filings with the SEC.

News

Stay updated on Sovarnum Capital L.P. with notifications on news.