A detailed history of Westwood Holdings Group Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Westwood Holdings Group Inc holds 58,432 shares of LPLA stock, worth $19.6 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
58,432
Holding current value
$19.6 Million
% of portfolio
0.11%

Shares

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

Nov 14, 2024

BUY
$193.0 - $282.1 $11.3 Million - $16.5 Million
58,432 New
58,432 $13.6 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $6.74 Million - $9.11 Million
-39,084 Reduced 58.74%
27,453 $6 Million
Q2 2022

Aug 15, 2022

BUY
$167.48 - $218.52 $1.43 Million - $1.86 Million
8,524 Added 14.69%
66,537 $12.3 Million
Q1 2022

May 12, 2022

BUY
$143.67 - $190.77 $8.33 Million - $11.1 Million
58,013 New
58,013 $10.6 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
Track This Portfolio

Track Westwood Holdings Group Inc Portfolio

Follow Westwood Holdings Group Inc 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 Westwood Holdings Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Westwood Holdings Group Inc with notifications on news.