Winton Group LTD Lpl Financial Holdings Inc. Transaction History

Winton Group LTD

$1.35 Billion
Q4 2024

A detailed history of Winton Group LTD transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Winton Group LTD holds 1,851 shares of LPLA stock, worth $575,179. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,851

Previous 2,822 34.41%

Holding current value

$575,179

Previous $656,000 7.93%

% of portfolio

0.04%

Previous 0.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$229.85 - $335.91 $223,184 - $326,168	-971 Reduced 34.41%	1,851 $604,000
Q3 2024 Nov 12, 2024	BUY	$193.0 - $282.1 $544,646 - $796,086	2,822 New	2,822 $656,000
Q2 2023 Aug 14, 2023	BUY	$180.95 - $217.9 $2.48 Million - $2.98 Million	13,684 New	13,684 $2.98 Million
Q3 2022 Nov 10, 2022	BUY	$172.53 - $233.2 $173,565 - $234,599	1,006 Added 44.22%	3,281 $717,000
Q2 2022 Aug 10, 2022	SELL	$167.48 - $218.52 $248,707 - $324,502	-1,485 Reduced 39.49%	2,275 $420,000
Q1 2022 May 11, 2022	BUY	$143.67 - $190.77 $58,761 - $78,024	409 Added 12.21%	3,760 $687,000
Q4 2021 Feb 10, 2022	BUY	$152.65 - $175.02 $511,530 - $586,492	3,351 New	3,351 $536,000
Q3 2021 Oct 28, 2021	SELL	$127.58 - $161.13 $272,383 - $344,012	-2,135 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	$134.61 - $156.7 $296,142 - $344,740	-2,200 Reduced 50.75%	2,135 $288,000
Q1 2021 Jul 21, 2021	SELL	$103.11 - $146.29 $393,570 - $558,388	-3,817 Reduced 46.82%	4,335 $616,000
Q4 2020 Feb 12, 2021	SELL	$76.15 - $104.25 $1.32 Million - $1.81 Million	-17,333 Reduced 68.01%	8,152 $850,000
Q3 2020 Oct 30, 2020	BUY	$74.14 - $85.09 $834,593 - $957,858	11,257 Added 79.12%	25,485 $1.95 Million
Q2 2020 Aug 05, 2020	SELL	$48.65 - $85.54 $31,622 - $55,601	-650 Reduced 4.37%	14,228 $1.12 Million
Q1 2020 May 11, 2020	SELL	$39.02 - $98.86 $479,243 - $1.21 Million	-12,282 Reduced 45.22%	14,878 $810,000
Q4 2019 Feb 13, 2020	BUY	$72.1 - $94.26 $880,989 - $1.15 Million	12,219 Added 81.78%	27,160 $2.51 Million
Q3 2019 Nov 08, 2019	BUY	$70.66 - $87.4 $335,069 - $414,450	4,742 Added 46.49%	14,941 $1.22 Million
Q2 2019 Jul 08, 2019	BUY	$70.51 - $84.91 $10,082 - $12,142	143 Added 1.42%	10,199 $832,000
Q1 2019 May 13, 2019	BUY	$59.74 - $77.93 $262,378 - $342,268	4,392 Added 77.54%	10,056 $700,000
Q4 2018 Feb 05, 2019	SELL	$53.2 - $65.69 $108,315 - $133,744	-2,036 Reduced 26.44%	5,664 $346,000
Q3 2018 Nov 02, 2018	BUY	$63.88 - $69.99 $193,237 - $211,719	3,025 Added 64.71%	7,700 $0
Q2 2018 Aug 20, 2018	SELL	$56.49 - $72.22 $58,467 - $74,747	-1,035 Reduced 18.13%	4,675 $0
Q1 2018 May 21, 2018	BUY	$57.2 - $65.99 $326,612 - $376,802	5,710 New	5,710 $0

Others Institutions Holding LPLA

# of Institutions

793

Shares Held

70M

Call Options Held

355K

Put Options Held

486K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $24.8B
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...

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