A detailed history of Wells Fargo & Company transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Wells Fargo & Company holds 498,223 shares of LPLA stock, worth $167 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
498,223
Previous 502,943 0.94%
Holding current value
$167 Million
Previous $140 Million 17.46%
% of portfolio
0.03%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$193.0 - $282.1 $910,960 - $1.33 Million
-4,720 Reduced 0.94%
498,223 $116 Million
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $4.3 Million - $4.85 Million
16,788 Added 3.45%
502,943 $140 Million
Q1 2024

May 10, 2024

BUY
$230.75 - $273.77 $2.17 Million - $2.57 Million
9,396 Added 1.97%
486,155 $128 Million
Q4 2023

Feb 09, 2024

SELL
$209.89 - $239.77 $1.59 Million - $1.82 Million
-7,593 Reduced 1.57%
476,759 $109 Million
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $11.9 Million - $13.5 Million
54,384 Added 12.65%
484,352 $115 Million
Q2 2023

Aug 15, 2023

BUY
$180.95 - $217.9 $1.02 Million - $1.23 Million
5,645 Added 1.33%
429,968 $93.5 Million
Q1 2023

May 12, 2023

SELL
$192.0 - $255.57 $1.58 Million - $2.11 Million
-8,241 Reduced 1.91%
424,323 $85.9 Million
Q4 2022

Feb 13, 2023

SELL
$206.94 - $269.62 $30.1 Million - $39.2 Million
-145,212 Reduced 25.13%
432,564 $93.5 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $283,984 - $383,847
-1,646 Reduced 0.28%
577,776 $126 Million
Q2 2022

Aug 12, 2022

SELL
$167.48 - $218.52 $11.7 Million - $15.3 Million
-70,076 Reduced 10.79%
579,422 $107 Million
Q1 2022

May 16, 2022

BUY
$143.67 - $190.77 $26.9 Million - $35.7 Million
187,138 Added 40.47%
649,498 $119 Million
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $314 Million - $360 Million
-2,058,451 Reduced 81.66%
462,360 $74 Million
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $795,206 - $1 Million
6,233 Added 0.25%
2,520,811 $395 Million
Q2 2021

Aug 16, 2021

SELL
$134.61 - $156.7 $10.5 Million - $12.2 Million
-78,089 Reduced 3.01%
2,514,578 $339 Million
Q1 2021

May 13, 2021

BUY
$103.11 - $146.29 $158 Million - $224 Million
1,532,687 Added 144.6%
2,592,667 $369 Million
Q4 2020

Feb 09, 2021

BUY
$76.15 - $104.25 $57.8 Million - $79.2 Million
759,374 Added 252.61%
1,059,980 $110 Million
Q3 2020

Nov 05, 2020

SELL
$74.14 - $85.09 $687,500 - $789,039
-9,273 Reduced 2.99%
300,606 $23 Million
Q2 2020

Aug 13, 2020

SELL
$48.65 - $85.54 $78,618 - $138,232
-1,616 Reduced 0.52%
309,879 $24.3 Million
Q1 2020

May 14, 2020

BUY
$39.02 - $98.86 $12.2 Million - $30.8 Million
311,495 New
311,495 $17 Million

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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