Westfield Capital Management CO LP Lpl Financial Holdings Inc. Transaction History

Westfield Capital Management CO LP

  • $21.9 Billion
  • Q3 2025

A detailed history of Westfield Capital Management CO LP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Westfield Capital Management CO LP holds 575,462 shares of LPLA stock, worth $213 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
575,462
Previous 830,099 30.68%
Holding current value
$213 Million
Previous $272 Million 29.5%
% of portfolio
0.87%
Previous 1.4%

Shares

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

Nov 10, 2025
SELL
$332.69 - $399.0 $84.7 Million - $102 Million
-254,637 Reduced 30.68%
575,462 $191 Million
Q1 2025

May 09, 2025
BUY
$308.87 - $383.33 $38.4 Million - $47.6 Million
124,180 Added 17.59%
830,099 $272 Million
Q4 2024

Feb 11, 2025
SELL
$229.85 - $335.91 $1.14 Million - $1.66 Million
-4,948 Reduced 0.7%
705,919 $230 Million
Q3 2024

Nov 12, 2024
BUY
$193.0 - $282.1 $24.4 Million - $35.6 Million
126,266 Added 21.6%
710,867 $165 Million
Q2 2024

Aug 14, 2024
BUY
$256.41 - $288.82 $51.1 Million - $57.6 Million
199,374 Added 51.75%
584,601 $163 Million
Q1 2024

May 10, 2024
SELL
$230.75 - $273.77 $10.1 Million - $11.9 Million
-43,642 Reduced 10.18%
385,227 $102 Million
Q4 2023

Feb 09, 2024
SELL
$209.89 - $239.77 $35.7 Million - $40.8 Million
-170,235 Reduced 28.41%
428,869 $97.6 Million
Q3 2023

Nov 13, 2023
SELL
$218.49 - $247.52 $11.2 Million - $12.7 Million
-51,345 Reduced 7.89%
599,104 $142 Million
Q2 2023

Aug 11, 2023
BUY
$180.95 - $217.9 $10.4 Million - $12.5 Million
57,292 Added 9.66%
650,449 $141 Million
Q1 2023

May 12, 2023
BUY
$192.0 - $255.57 $1.99 Million - $2.65 Million
10,373 Added 1.78%
593,157 $120 Million
Q4 2022

Feb 13, 2023
SELL
$206.94 - $269.62 $22 Million - $28.6 Million
-106,148 Reduced 15.41%
582,784 $126 Million
Q3 2022

Nov 14, 2022
SELL
$172.53 - $233.2 $21.7 Million - $29.3 Million
-125,754 Reduced 15.44%
688,932 $151 Million
Q2 2022

Aug 12, 2022
SELL
$167.48 - $218.52 $8.2 Million - $10.7 Million
-48,954 Reduced 5.67%
814,686 $150 Million
Q1 2022

May 16, 2022
SELL
$143.67 - $190.77 $29.6 Million - $39.3 Million
-206,030 Reduced 19.26%
863,640 $158 Million
Q4 2021

Feb 10, 2022
SELL
$152.65 - $175.02 $16.3 Million - $18.7 Million
-106,824 Reduced 9.08%
1,069,670 $171 Million
Q3 2021

Nov 12, 2021
BUY
$127.58 - $161.13 $24.4 Million - $30.8 Million
191,330 Added 19.42%
1,176,494 $184 Million
Q2 2021

Aug 10, 2021
BUY
$134.61 - $156.7 $18.5 Million - $21.5 Million
137,251 Added 16.19%
985,164 $133 Million
Q1 2021

May 14, 2021
SELL
$103.11 - $146.29 $32.5 Million - $46.1 Million
-315,054 Reduced 27.09%
847,913 $121 Million
Q4 2020

Feb 12, 2021
BUY
$76.15 - $104.25 $20.1 Million - $27.5 Million
263,845 Added 29.34%
1,162,967 $121 Million
Q3 2020

Nov 13, 2020
SELL
$74.14 - $85.09 $6.69 Million - $7.68 Million
-90,263 Reduced 9.12%
899,122 $68.9 Million
Q2 2020

Aug 13, 2020
SELL
$48.65 - $85.54 $1.86 Million - $3.26 Million
-38,160 Reduced 3.71%
989,385 $77.6 Million
Q1 2020

May 14, 2020
SELL
$39.02 - $98.86 $8.75 Million - $22.2 Million
-224,183 Reduced 17.91%
1,027,545 $55.9 Million
Q4 2019

Feb 13, 2020
BUY
$72.1 - $94.26 $26.5 Million - $34.7 Million
367,788 Added 41.61%
1,251,728 $115 Million
Q3 2019

Nov 08, 2019
BUY
$70.66 - $87.4 $15.5 Million - $19.2 Million
219,581 Added 33.05%
883,940 $72.4 Million
Q2 2019

Aug 13, 2019
SELL
$70.51 - $84.91 $2.67 Million - $3.22 Million
-37,916 Reduced 5.4%
664,359 $54.2 Million
Q1 2019

May 14, 2019
SELL
$59.74 - $77.93 $17 Million - $22.2 Million
-285,090 Reduced 28.87%
702,275 $48.9 Million
Q4 2018

Feb 08, 2019
SELL
$53.2 - $65.69 $11.7 Million - $14.4 Million
-219,110 Reduced 18.16%
987,365 $60.3 Million
Q3 2018

Nov 14, 2018
BUY
$63.88 - $69.99 $9.31 Million - $10.2 Million
145,740 Added 13.74%
1,206,475 $77.8 Million
Q2 2018

Aug 13, 2018
BUY
$56.49 - $72.22 $19.8 Million - $25.4 Million
351,348 Added 49.53%
1,060,735 $69.5 Million
Q1 2018

May 14, 2018
BUY
$57.2 - $65.99 $40.6 Million - $46.8 Million
709,387 New
709,387 $43.3 Million

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
Track This Portfolio

Track Westfield Capital Management CO LP Portfolio

Follow Westfield Capital Management CO LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westfield Capital Management CO LP, based on Form 13F filings with the SEC.

News

Stay updated on Westfield Capital Management CO LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email