Truist Financial Corp Lpl Financial Holdings Inc. Transaction History

Truist Financial Corp

$62.7 Billion
Q4 2024

A detailed history of Truist Financial Corp transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Truist Financial Corp holds 192,153 shares of LPLA stock, worth $70 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

192,153

Previous 178,047 7.92%

Holding current value

$70 Million

Previous $41.4 Million 51.41%

% of portfolio

0.1%

Previous 0.07%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$229.85 - $335.91 $3.24 Million - $4.74 Million	14,106 Added 7.92%	192,153 $62.7 Million
Q3 2024 Nov 13, 2024	BUY	$193.0 - $282.1 $1.39 Million - $2.03 Million	7,199 Added 4.21%	178,047 $41.4 Million
Q2 2024 Aug 20, 2024	BUY	$256.41 - $288.82 $1.7 Million - $1.92 Million	6,646 Added 4.05%	170,848 $47.7 Million
Q1 2024 May 10, 2024	BUY	$230.75 - $273.77 $7.88 Million - $9.35 Million	34,163 Added 26.27%	164,202 $43.4 Million
Q4 2023 Feb 02, 2024	SELL	$209.89 - $239.77 $313,365 - $357,976	-1,493 Reduced 1.14%	130,039 $29.6 Million
Q3 2023 Nov 14, 2023	BUY	$218.49 - $247.52 $1.74 Million - $1.97 Million	7,953 Added 6.44%	131,532 $31.3 Million
Q2 2023 Aug 01, 2023	BUY	$180.95 - $217.9 $819,341 - $986,651	4,528 Added 3.8%	123,579 $26.9 Million
Q1 2023 May 05, 2023	BUY	$192.0 - $255.57 $12.9 Million - $17.1 Million	66,928 Added 128.4%	119,051 $24.1 Million
Q4 2022 Feb 17, 2023	SELL	$206.94 - $269.62 $633,443 - $825,306	-3,061 Reduced 5.55%	52,123 $11.3 Million
Q3 2022 Oct 26, 2022	BUY	$172.53 - $233.2 $1.61 Million - $2.18 Million	9,347 Added 20.39%	55,184 $12.1 Million
Q2 2022 Jul 22, 2022	BUY	$167.48 - $218.52 $735,404 - $959,521	4,391 Added 10.59%	45,837 $8.46 Million
Q1 2022 Apr 22, 2022	BUY	$143.67 - $190.77 $597,954 - $793,984	4,162 Added 11.16%	41,446 $7.57 Million
Q4 2021 Feb 14, 2022	BUY	$152.65 - $175.02 $300,720 - $344,789	1,970 Added 5.58%	37,284 $5.97 Million
Q3 2021 Nov 05, 2021	BUY	$127.58 - $161.13 $383,505 - $484,356	3,006 Added 9.3%	35,314 $5.54 Million
Q2 2021 Aug 16, 2021	BUY	$134.61 - $156.7 $599,956 - $698,411	4,457 Added 16.0%	32,308 $4.36 Million
Q1 2021 May 17, 2021	BUY	$103.11 - $146.29 $1.25 Million - $1.77 Million	12,109 Added 76.92%	27,851 $3.96 Million
Q4 2020 Feb 18, 2021	BUY	$76.15 - $104.25 $650,473 - $890,503	8,542 Added 118.64%	15,742 $1.64 Million
Q3 2020 Nov 13, 2020	BUY	$74.14 - $85.09 $45,966 - $52,755	620 Added 9.42%	7,200 $552,000
Q2 2020 Aug 14, 2020	SELL	$48.65 - $85.54 $5,108 - $8,981	-105 Reduced 1.57%	6,580 $515,000
Q1 2020 May 15, 2020	SELL	$39.02 - $98.86 $128,180 - $324,755	-3,285 Reduced 32.95%	6,685 $364,000
Q4 2019 Feb 14, 2020	BUY	$72.1 - $94.26 $718,837 - $939,772	9,970 New	9,970 $919,000

Others Institutions Holding LPLA

# of Institutions

722

Shares Held

68.3M

Call Options Held

647K

Put Options Held

558K

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 $29B
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...

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Truist Financial Corp Lpl Financial Holdings Inc. Transaction History