ADVISORY RESEARCH INC – LPL Financial Holdings Inc. Transaction History
ADVISORY RESEARCH INC portfolio value:
$528,000
portfolio value
ADVISORY RESEARCH INC quarter portfolio value change:
+18.43%
quarter
LPL Financial Holdings Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +52.75% | 835 shares | 236K | $218.48 | 2.41K |
| Q2 2022 | share | Increase | 0.00% | 1.58K shares | 292K | $184.48 | 1.58K |
| Q1 2020 | share | Decrease | -100.00% | -4.06K shares | -375K | $53.58 | 0 |
| Q4 2019 | share | Decrease | -26.72% | -1.48K shares | -79K | $90.35 | 4.06K |
| Q3 2019 | share | Decrease | -5.30% | -310 shares | -23K | $79.98 | 5.54K |
| Q2 2019 | share | Increase | +18.75% | 924 shares | 134K | $79.39 | 5.85K |
| Q1 2019 | share | Increase | 0.00% | 4.92K shares | 343K | $67.58 | 4.92K |