| |
| |
|
| Insider
Information: |
Larsen Sallie R. |
| Relationship: |
Managing Director |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
25,196 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$7,211,347 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
25,196 |
|
|
| Total
Value |
$7,211,347 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
1
|
|
Stock
price went up :
|
0
|
1
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
1.0
|
| Percentage
Gain/Loss : |
0.0%
|
 22.2%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
LPL Investment Holdings Inc |
LPLA |
Managing Director |
2023-11-10 |
25,196 |
2013-02-22 |
0 |
Premium* |
|
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|
|
|
|
|
|
|
|
|
Records found :
50 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 2
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-11-24 |
4 |
AS |
$95.00 |
$496,375 |
D/D |
(5,225) |
17,455 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-02-23 |
4 |
D |
$94.86 |
$24,094 |
D/D |
(254) |
17,531 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-23 |
4 |
D |
$77.04 |
$19,645 |
D/D |
(255) |
17,577 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-03-13 |
4 |
D |
$74.22 |
$22,786 |
D/D |
(307) |
17,785 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-09-28 |
4 |
AS |
$64.40 |
$16,100 |
D/D |
(250) |
17,832 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-03-13 |
4 |
D |
$64.99 |
$21,382 |
D/D |
(329) |
18,082 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2019-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
1,944 |
18,092 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,031 |
18,131 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-03-06 |
4 |
D |
$64.27 |
$33,356 |
D/D |
(519) |
18,411 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-25 |
4 |
D |
$65.50 |
$34,257 |
D/D |
(523) |
18,930 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2018-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,296 |
19,453 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,277 |
19,592 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-23 |
4 |
D |
$135.41 |
$324,849 |
D/D |
(2,399) |
21,180 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-11-24 |
4 |
OE |
$31.61 |
$165,162 |
D/D |
5,225 |
22,680 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2021-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
6,124 |
23,579 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-03-13 |
4 |
D |
$59.76 |
$205,276 |
D/D |
(3,435) |
23,755 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2022-05-11 |
4 |
OE |
$31.61 |
$499,912 |
D/D |
15,815 |
24,555 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2023-02-13 |
4 |
AS |
$240.88 |
$4,962,330 |
D/D |
(20,519) |
24,555 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2023-02-27 |
4 |
AS |
$248.13 |
$1,101,449 |
D/D |
(4,439) |
25,196 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2023-11-10 |
4 |
S |
$226.57 |
$3,055,976 |
D/D |
(13,488) |
25,196 |
0 |
% |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2023-02-25 |
4 |
D |
$247.30 |
$1,058,691 |
D/D |
(4,281) |
27,104 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2020-03-13 |
4 |
A |
$0.00 |
$0 |
D/D |
7,598 |
27,190 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2023-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
9,361 |
29,635 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2023-11-10 |
4 |
OE |
$54.81 |
$739,277 |
D/D |
13,488 |
38,684 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Managing Director |
• – – |
2023-02-13 |
4 |
OE |
$31.60 |
$648,400 |
D/D |
20,519 |
45,074 |
0 |
- |
|
50 Records found
|
|
Page 2 of 2 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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|
