Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $213,076 - $240,009
831 New
831 $232,000
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $291,902 - $330,686
1,336 New
1,336 $317,000
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $40,512 - $53,925
-211 Reduced 11.94%
1,556 $314,000
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $365,662 - $476,418
1,767 New
1,767 $381,000
Q3 2021

Nov 10, 2021

SELL
$127.58 - $161.13 $881,832 - $1.11 Million
-6,912 Closed
0 $0
Q2 2021

Aug 06, 2021

BUY
$134.61 - $156.7 $930,424 - $1.08 Million
6,912 New
6,912 $933,000
Q1 2020

May 11, 2020

SELL
$39.02 - $98.86 $213,751 - $541,555
-5,478 Closed
0 $0
Q4 2019

Feb 12, 2020

BUY
$72.1 - $94.26 $394,963 - $516,356
5,478 New
5,478 $505,000
Q3 2019

Nov 12, 2019

SELL
$70.66 - $87.4 $810,328 - $1 Million
-11,468 Closed
0 $0
Q2 2019

Aug 08, 2019

BUY
$70.51 - $84.91 $167,320 - $201,491
2,373 Added 26.09%
11,468 $935,000
Q1 2019

May 13, 2019

BUY
$59.74 - $77.93 $8,961 - $11,689
150 Added 1.68%
9,095 $633,000
Q4 2018

Feb 14, 2019

BUY
$53.2 - $65.69 $277,810 - $343,033
5,222 Added 140.26%
8,945 $546,000
Q3 2018

Nov 14, 2018

SELL
$63.88 - $69.99 $234,311 - $256,723
-3,668 Reduced 49.63%
3,723 $240,000
Q2 2018

Aug 14, 2018

BUY
$56.49 - $72.22 $417,517 - $533,778
7,391 New
7,391 $484,000

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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