Td Asset Management Inc Lpl Financial Holdings Inc. Transaction History

Td Asset Management Inc

$114 Billion
Q3 2025

A detailed history of Td Asset Management Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Td Asset Management Inc holds 691,702 shares of LPLA stock, worth $256 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

691,702

Previous 653,239 5.89%

Holding current value

$256 Million

Previous $245 Million 6.05%

% of portfolio

0.2%

Previous 0.23%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$332.69 - $399.0 $12.8 Million - $15.3 Million	38,463 Added 5.89%	691,702 $230 Million
Q2 2025 Jul 28, 2025	SELL	$283.31 - $388.96 $8.12 Million - $11.1 Million	-28,646 Reduced 4.2%	653,239 $245 Million
Q1 2025 May 07, 2025	SELL	$308.87 - $383.33 $49.2 Million - $61.1 Million	-159,334 Reduced 18.94%	681,885 $223 Million
Q4 2024 Feb 11, 2025	SELL	$229.85 - $335.91 $15 Million - $22 Million	-65,394 Reduced 7.21%	841,219 $275 Million
Q3 2024 Nov 01, 2024	BUY	$193.0 - $282.1 $4.91 Million - $7.18 Million	25,438 Added 2.89%	906,613 $211 Million

Q2 2024 Aug 02, 2024	SELL	$256.41 - $288.82 $57 Million - $64.3 Million	-222,480 Reduced 20.16%	881,175 $246 Million
Q1 2024 May 08, 2024	BUY	$230.75 - $273.77 $63.5 Million - $75.4 Million	275,286 Added 33.23%	1,103,655 $292 Million
Q4 2023 Feb 12, 2024	BUY	$209.89 - $239.77 $129 Million - $147 Million	613,792 Added 286.05%	828,369 $189 Million
Q3 2023 Oct 27, 2023	BUY	$218.49 - $247.52 $1.07 Million - $1.21 Million	4,875 Added 2.32%	214,577 $51 Million
Q2 2023 Aug 09, 2023	BUY	$180.95 - $217.9 $5.8 Million - $6.99 Million	32,069 Added 18.05%	209,702 $45.6 Million
Q1 2023 May 10, 2023	SELL	$192.0 - $255.57 $573,312 - $763,132	-2,986 Reduced 1.65%	177,633 $36 Million
Q4 2022 Feb 06, 2023	SELL	$206.94 - $269.62 $18.7 Million - $24.4 Million	-90,594 Reduced 33.4%	180,619 $39 Million
Q3 2022 Nov 07, 2022	SELL	$172.53 - $233.2 $6.37 Million - $8.61 Million	-36,926 Reduced 11.98%	271,213 $58.7 Million
Q2 2022 Aug 04, 2022	BUY	$167.48 - $218.52 $1.78 Million - $2.33 Million	10,645 Added 3.58%	308,139 $56.8 Million
Q1 2022 May 10, 2022	SELL	$143.67 - $190.77 $10.1 Million - $13.3 Million	-69,976 Reduced 19.04%	297,494 $54.3 Million
Q4 2021 Feb 10, 2022	SELL	$152.65 - $175.02 $3.26 Million - $3.73 Million	-21,334 Reduced 5.49%	367,470 $58.8 Million
Q3 2021 Nov 09, 2021	SELL	$127.58 - $161.13 $210,634 - $266,025	-1,651 Reduced 0.42%	388,804 $60.9 Million
Q2 2021 Aug 11, 2021	BUY	$134.61 - $156.7 $2.57 Million - $2.99 Million	19,067 Added 5.13%	390,455 $55.1 Million
Q1 2021 May 14, 2021	SELL	$103.11 - $146.29 $22.1 Million - $31.4 Million	-214,409 Reduced 36.6%	371,388 $52.8 Million
Q4 2020 Feb 16, 2021	BUY	$76.15 - $104.25 $24.1 Million - $33 Million	316,726 Added 117.71%	585,797 $61.1 Million
Q3 2020 Nov 10, 2020	BUY	$74.14 - $85.09 $19.9 Million - $22.9 Million	269,071 New	269,071 $20.6 Million

Others Institutions Holding LPLA

# of Institutions

856

Shares Held

79.4M

Call Options Held

206K

Put Options Held

236K

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 $29.6B
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 Td Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Td Asset Management Inc with notifications on news.

Account

Td Asset Management Inc Lpl Financial Holdings Inc. Transaction History