A detailed history of Ubs Group Ag transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ubs Group Ag holds 272,655 shares of LPLA stock, worth $91.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
272,655
Previous 121,071 125.2%
Holding current value
$91.3 Million
Previous $33.8 Million 87.65%
% of portfolio
0.01%
Previous 0.01%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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