| |
| |
|
| Insider
Information: |
Putnam James S |
| Relationship: |
Director |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
136,005 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$37,593,142 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
136,005 |
|
|
| Total
Value |
$37,593,142 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
LPL Investment Holdings Inc |
LPLA |
Director |
2024-06-04 |
136,005 |
2013-11-13 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
77 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 4
|
| 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... |
Director |
– • – |
2020-11-30 |
4 |
A |
$0.00 |
$0 |
D/D |
29 |
131,420 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2021-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
17 |
131,437 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2021-05-06 |
4 |
A |
$0.00 |
$0 |
D/D |
1,051 |
132,488 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2021-06-07 |
4 |
A |
$0.00 |
$0 |
D/D |
18 |
132,506 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2021-08-27 |
4 |
A |
$0.00 |
$0 |
D/D |
18 |
132,524 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-03-29 |
4 |
A |
$0.00 |
$0 |
D/D |
14 |
132,554 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
1,339 |
133,893 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-06-24 |
4 |
A |
$0.00 |
$0 |
D/D |
14 |
133,907 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
12 |
133,919 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-11-28 |
4 |
A |
$0.00 |
$0 |
D/D |
10 |
133,929 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-03-28 |
4 |
A |
$0.00 |
$0 |
D/D |
17 |
133,946 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-05-12 |
4 |
A |
$0.00 |
$0 |
D/D |
1,290 |
135,236 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
18 |
135,254 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-08-25 |
4 |
A |
$0.00 |
$0 |
D/D |
15 |
135,269 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-11-27 |
4 |
A |
$0.00 |
$0 |
D/D |
15 |
135,284 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2024-03-26 |
4 |
A |
$0.00 |
$0 |
D/D |
12 |
135,296 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2024-05-10 |
4 |
A |
$0.00 |
$0 |
D/D |
699 |
135,995 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2024-06-04 |
4 |
A |
$0.00 |
$0 |
D/D |
10 |
136,005 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2014-03-06 |
4 |
A |
$53.47 |
$49,994 |
D/D |
935 |
105,215 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2015-05-18 |
4 |
A |
$42.85 |
$68,217 |
D/D |
1,592 |
111,698 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2014-05-07 |
4 |
A |
$46.89 |
$79,994 |
D/D |
1,706 |
106,921 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2012-03-26 |
4 |
S |
$38.00 |
$93,328 |
I/I |
(2,456) |
299,741 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2015-05-12 |
4 |
A |
$40.81 |
$129,980 |
D/D |
3,185 |
110,106 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-10-21 |
4 |
AS |
$40.01 |
$134,394 |
D/D |
(3,359) |
253,097 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2013-10-21 |
4 |
AS |
$40.04 |
$369,689 |
I/I |
(9,233) |
49,697 |
0 |
- |
|
77 Records found
|
|
Page 2 of 4 |
| |
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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|
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|
