Zacks Investment Management Lpl Financial Holdings Inc. Transaction History

Zacks Investment Management

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $160,452 - $216,876	930 New	930 $203,000
Q3 2020 Nov 16, 2020	SELL	$74.14 - $85.09 $808,941 - $928,416	-10,911 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$48.65 - $85.54 $770,859 - $1.36 Million	-15,845 Reduced 59.22%	10,911 $855,000
Q1 2020 May 15, 2020	BUY	$39.02 - $98.86 $38,590 - $97,772	989 Added 3.84%	26,756 $1.46 Million
Q4 2019 Feb 14, 2020	BUY	$72.1 - $94.26 $50,325 - $65,793	698 Added 2.78%	25,767 $2.38 Million
Q3 2019 Nov 14, 2019	SELL	$70.66 - $87.4 $235,509 - $291,304	-3,333 Reduced 11.74%	25,069 $2.05 Million
Q2 2019 Aug 14, 2019	BUY	$70.51 - $84.91 $27,639 - $33,284	392 Added 1.4%	28,402 $2.32 Million
Q1 2019 May 15, 2019	BUY	$59.74 - $77.93 $407,785 - $531,950	6,826 Added 32.22%	28,010 $1.95 Million
Q4 2018 Feb 14, 2019	SELL	$53.2 - $65.69 $319 - $394	-6 Reduced 0.03%	21,184 $1.29 Million
Q3 2018 Nov 14, 2018	BUY	$63.88 - $69.99 $56,278 - $61,661	881 Added 4.34%	21,190 $1.37 Million
Q2 2018 Aug 14, 2018	BUY	$56.49 - $72.22 $32,933 - $42,104	583 Added 2.96%	20,309 $1.33 Million
Q1 2018 May 14, 2018	BUY	$57.2 - $65.99 $56,685 - $65,396	991 Added 5.29%	19,726 $1.21 Million
Q4 2017 Feb 14, 2018	SELL	$48.68 - $57.7 $977,202 - $1.16 Million	-20,074 Reduced 51.73%	18,735 $1.07 Million
Q3 2017 Nov 14, 2017	BUY	$45.09 - $51.58 $1.75 Million - $2 Million	38,809	38,809 $2 Million

702

68.6M

647K

549K

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...

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