Ubs Group Ag Lpl Financial Holdings Inc. Transaction History

Ubs Group Ag

  • $611 Billion
  • Q3 2025

A detailed history of Ubs Group Ag transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ubs Group Ag holds 336,128 shares of LPLA stock, worth $125 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
336,128
Previous 231,096 45.45%
Holding current value
$125 Million
Previous $86.7 Million 29.05%
% of portfolio
0.02%
Previous 0.02%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$332.69 - $399.0 $34.9 Million - $41.9 Million
105,032 Added 45.45%
336,128 $112 Million
Q2 2025

Aug 14, 2025
BUY
$283.31 - $388.96 $5.88 Million - $8.07 Million
20,741 Added 9.86%
231,096 $86.7 Million
Q1 2025

May 13, 2025
BUY
$308.87 - $383.33 $7.47 Million - $9.27 Million
24,185 Added 12.99%
210,355 $68.8 Million
Q4 2024

Feb 14, 2025
SELL
$229.85 - $335.91 $19.9 Million - $29.1 Million
-86,485 Reduced 31.72%
186,170 $60.8 Million
Q3 2024

Nov 14, 2024
BUY
$193.0 - $282.1 $29.3 Million - $42.8 Million
151,584 Added 125.2%
272,655 $63.5 Million
Q2 2024

Aug 13, 2024
BUY
$256.41 - $288.82 $11.9 Million - $13.4 Million
46,396 Added 62.13%
121,071 $33.8 Million
Q1 2024

May 13, 2024
BUY
$230.75 - $273.77 $5.09 Million - $6.04 Million
22,050 Added 41.9%
74,675 $19.7 Million
Q4 2023

Feb 09, 2024
SELL
$209.89 - $239.77 $13.7 Million - $15.6 Million
-65,270 Reduced 55.36%
52,625 $12 Million
Q3 2023

Nov 09, 2023
BUY
$218.49 - $247.52 $5.88 Million - $6.67 Million
26,931 Added 29.61%
117,895 $28 Million
Q2 2023

Aug 11, 2023
BUY
$180.95 - $217.9 $8.26 Million - $9.95 Million
45,665 Added 100.81%
90,964 $19.8 Million
Q1 2023

May 12, 2023
SELL
$192.0 - $255.57 $464,448 - $618,223
-2,419 Reduced 5.07%
45,299 $9.17 Million
Q4 2022

Feb 08, 2023
SELL
$206.94 - $269.62 $5.2 Million - $6.78 Million
-25,128 Reduced 34.49%
47,718 $10.3 Million
Q3 2022

Nov 10, 2022
BUY
$172.53 - $233.2 $9.59 Million - $13 Million
55,613 Added 322.71%
72,846 $15.9 Million
Q2 2022

Aug 10, 2022
SELL
$167.48 - $218.52 $8.61 Million - $11.2 Million
-51,409 Reduced 74.89%
17,233 $3.18 Million
Q1 2022

May 16, 2022
BUY
$143.67 - $190.77 $2.77 Million - $3.67 Million
19,248 Added 38.97%
68,642 $12.5 Million
Q4 2021

Feb 14, 2022
BUY
$152.65 - $175.02 $17,554 - $20,127
115 Added 0.23%
49,394 $7.91 Million
Q3 2021

Nov 15, 2021
SELL
$127.58 - $161.13 $1.04 Million - $1.32 Million
-8,163 Reduced 14.21%
49,279 $7.73 Million
Q2 2021

Aug 13, 2021
BUY
$134.61 - $156.7 $1.4 Million - $1.63 Million
10,427 Added 22.18%
57,442 $7.75 Million
Q1 2021

May 12, 2021
BUY
$103.11 - $146.29 $574,116 - $814,542
5,568 Added 13.43%
47,015 $6.68 Million
Q4 2020

Feb 11, 2021
BUY
$76.15 - $104.25 $180,170 - $246,655
2,366 Added 6.05%
41,447 $4.32 Million
Q3 2020

Nov 12, 2020
BUY
$74.14 - $85.09 $1.37 Million - $1.57 Million
18,498 Added 89.87%
39,081 $3 Million
Q2 2020

Jul 31, 2020
BUY
$48.65 - $85.54 $110,922 - $195,031
2,280 Added 12.46%
20,583 $1.61 Million
Q1 2020

May 01, 2020
SELL
$39.02 - $98.86 $685,737 - $1.74 Million
-17,574 Reduced 48.98%
18,303 $996,000
Q4 2019

Feb 14, 2020
BUY
$72.1 - $94.26 $146,507 - $191,536
2,032 Added 6.0%
35,877 $3.31 Million
Q3 2019

Nov 14, 2019
SELL
$70.66 - $87.4 $949,105 - $1.17 Million
-13,432 Reduced 28.41%
33,845 $2.77 Million
Q2 2019

Aug 14, 2019
BUY
$70.51 - $84.91 $25,806 - $31,077
366 Added 0.78%
47,277 $3.86 Million
Q1 2019

May 14, 2019
BUY
$59.74 - $77.93 $1.24 Million - $1.62 Million
20,787 Added 79.57%
46,911 $3.27 Million
Q4 2018

Feb 14, 2019
BUY
$53.2 - $65.69 $267,010 - $329,698
5,019 Added 23.78%
26,124 $1.6 Million
Q3 2018

Nov 14, 2018
SELL
$63.88 - $69.99 $619,252 - $678,483
-9,694 Reduced 31.48%
21,105 $1.36 Million
Q2 2018

Aug 14, 2018
SELL
$56.49 - $72.22 $886,045 - $1.13 Million
-15,685 Reduced 33.74%
30,799 $2.02 Million
Q1 2018

May 15, 2018
BUY
$57.2 - $65.99 $291,262 - $336,021
5,092 Added 12.3%
46,484 $2.84 Million
Q4 2017

Feb 14, 2018
BUY
$48.68 - $57.7 $449,851 - $533,205
9,241 Added 28.74%
41,392 $2.37 Million
Q3 2017

Nov 14, 2017
BUY
$45.09 - $51.58 $196,321 - $224,579
4,354 Added 15.66%
32,151 $1.66 Million
Q2 2017

Aug 14, 2017
BUY
N/A
19,463 Added 233.54%
27,797 $1.18 Million
Q1 2017

Nov 14, 2017
BUY
N/A
8,334
8,334 $332,000

Others Institutions Holding LPLA

# of Institutions
854
Shares Held
79.4M
Call Options Held
206K
Put Options Held
236K
View Full List

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • 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
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