A detailed history of Winthrop Advisory Group LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 20,803 shares of LPLA stock, worth $6.97 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
20,803
Previous 20,783 0.1%
Holding current value
$6.97 Million
Previous $5.8 Million 16.59%
% of portfolio
0.59%
Previous 0.77%

Shares

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

Oct 31, 2024

BUY
$193.0 - $282.1 $3,860 - $5,642
20 Added 0.1%
20,803 $4.84 Million
Q1 2024

Apr 17, 2024

SELL
$230.75 - $273.77 $34,612 - $41,065
-150 Reduced 0.72%
20,783 $5.49 Million
Q4 2023

Jan 10, 2024

BUY
$209.89 - $239.77 $1,469 - $1,678
7 Added 0.03%
20,933 $4.76 Million
Q3 2023

Nov 03, 2023

BUY
$218.49 - $247.52 $218 - $247
1 Added 0.0%
20,926 $4.97 Million
Q2 2023

Aug 02, 2023

SELL
$180.95 - $217.9 $180 - $217
-1 Reduced -0.0%
20,925 $4.55 Million
Q4 2022

Aug 03, 2023

BUY
$206.94 - $269.62 $206 - $269
1 Added 0.0%
20,926 $4.52 Million
Q4 2022

Jan 18, 2023

SELL
$206.94 - $269.62 $28,350 - $36,937
-137 Reduced 0.65%
20,926 $4.52 Million
Q3 2022

Nov 04, 2022

SELL
$172.53 - $233.2 $43,132 - $58,300
-250 Reduced 1.17%
21,063 $4.6 Million
Q2 2022

Jul 21, 2022

SELL
$167.48 - $218.52 $33,496 - $43,704
-200 Reduced 0.93%
21,313 $3.93 Million
Q4 2021

Jan 12, 2022

SELL
$152.65 - $175.02 $22,897 - $26,253
-150 Reduced 0.69%
21,513 $3.44 Million
Q1 2021

Apr 23, 2021

SELL
$103.11 - $146.29 $51,555 - $73,145
-500 Reduced 2.26%
21,663 $3.08 Million
Q3 2020

Oct 20, 2020

BUY
$74.14 - $85.09 $74 - $85
1 Added 0.0%
22,163 $1.71 Million
Q1 2020

Apr 17, 2020

SELL
$39.02 - $98.86 $5,853 - $14,829
-150 Reduced 0.67%
22,162 $1.21 Million
Q4 2019

Jan 06, 2020

SELL
$72.1 - $94.26 $4,326 - $5,655
-60 Reduced 0.27%
22,312 $2.06 Million
Q1 2019

Apr 23, 2019

SELL
$59.74 - $77.93 $59,740 - $77,930
-1,000 Reduced 4.28%
22,372 $1.58 Million
Q2 2018

Aug 07, 2018

SELL
$56.49 - $72.22 $53,665 - $68,609
-950 Reduced 3.91%
23,372 $1.53 Million
Q1 2018

May 11, 2018

BUY
$57.2 - $65.99 $303,160 - $349,747
5,300 Added 27.86%
24,322 $1.49 Million
Q4 2017

May 01, 2018

BUY
$48.68 - $57.7 $925,990 - $1.1 Million
19,022
19,022 $1.17 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
Track This Portfolio

Track Winthrop Advisory Group LLC Portfolio

Follow Winthrop Advisory Group LLC 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 Winthrop Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Advisory Group LLC with notifications on news.