A detailed history of Stifel Financial Corp transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Stifel Financial Corp holds 122,831 shares of LPLA stock, worth $41.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
122,831
Previous 145,023 15.3%
Holding current value
$41.1 Million
Previous $40.5 Million 29.42%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Nov 14, 2024

SELL
$193.0 - $282.1 $4.28 Million - $6.26 Million
-22,192 Reduced 15.3%
122,831 $28.6 Million
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $841,794 - $948,196
3,283 Added 2.32%
145,023 $40.5 Million
Q1 2024

May 13, 2024

BUY
$230.75 - $273.77 $10.1 Million - $12 Million
43,773 Added 44.68%
141,740 $37.4 Million
Q4 2023

Feb 12, 2024

SELL
$209.89 - $239.77 $2.06 Million - $2.35 Million
-9,805 Reduced 9.1%
97,967 $22.3 Million
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $285,129 - $323,013
1,305 Added 1.23%
107,772 $25.6 Million
Q2 2023

Aug 14, 2023

SELL
$180.95 - $217.9 $71,837 - $86,506
-397 Reduced 0.37%
106,467 $23.1 Million
Q1 2023

May 12, 2023

SELL
$192.0 - $255.57 $809,472 - $1.08 Million
-4,216 Reduced 3.8%
106,864 $21.6 Million
Q4 2022

Feb 13, 2023

SELL
$206.94 - $269.62 $6.9 Million - $8.98 Million
-33,320 Reduced 23.07%
111,080 $24 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $211,176 - $285,436
1,224 Added 0.85%
144,400 $31.5 Million
Q2 2022

Aug 15, 2022

BUY
$167.48 - $218.52 $3.98 Million - $5.2 Million
23,781 Added 19.92%
143,176 $26.4 Million
Q1 2022

May 13, 2022

BUY
$143.67 - $190.77 $1.69 Million - $2.25 Million
11,789 Added 10.96%
119,395 $21.8 Million
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $956,504 - $1.1 Million
6,266 Added 6.18%
107,606 $17.2 Million
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $744,812 - $940,676
5,838 Added 6.11%
101,340 $15.9 Million
Q2 2021

Aug 13, 2021

BUY
$134.61 - $156.7 $1.04 Million - $1.21 Million
7,699 Added 8.77%
95,502 $12.9 Million
Q1 2021

May 14, 2021

BUY
$103.11 - $146.29 $7.68 Million - $10.9 Million
74,453 Added 557.7%
87,803 $12.5 Million
Q4 2020

Feb 12, 2021

BUY
$76.15 - $104.25 $168,443 - $230,601
2,212 Added 19.86%
13,350 $1.39 Million
Q3 2020

Nov 16, 2020

BUY
$74.14 - $85.09 $6,079 - $6,977
82 Added 0.74%
11,138 $854,000
Q2 2020

Aug 14, 2020

BUY
$48.65 - $85.54 $146,728 - $257,988
3,016 Added 37.51%
11,056 $867,000
Q1 2020

May 14, 2020

BUY
$39.02 - $98.86 $10,886 - $27,581
279 Added 3.59%
8,040 $433,000
Q4 2019

Feb 13, 2020

BUY
$72.1 - $94.26 $559,568 - $731,551
7,761 New
7,761 $720,000

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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