Jambusaria Aneri's Insider Trades & SAST Disclosures
Jambusaria Aneri's most recent trade in LPL Financial Holdings Inc was a trade of 80 Common Stock done at an average price of $311.9 . Disclosure was reported to the exchange on March 14, 2025.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial Holdings Inc | Aneri Jambusaria | Managing Director | Sale of securities on an exchange or to another person at price $ 311.88 per share. | 14 Mar 2025 | 80 | 5,742 (0%) | 0% | 311.9 | 24,950 | Common Stock |
| LPL Financial Holdings Inc | Aneri Jambusaria | Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2025 | 1,788 | 5,708 (0%) | 0% | 0 | Common Stock | |
| LPL Financial Holdings Inc | Aneri Jambusaria | Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2025 | 1,106 | 5,822 (0%) | 0% | 0 | Common Stock | |
| LPL Financial Holdings Inc | Aneri Jambusaria | Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 357.36 per share. | 25 Feb 2025 | 992 | 4,716 (0%) | 0% | 357.4 | 354,501 | Common Stock |
| LPL Financial Holdings Inc | Aneri Jambusaria | Managing Director | Sale of securities on an exchange or to another person at price $ 331.94 per share. | 05 Dec 2024 | 305 | 3,920 (0%) | 0% | 331.9 | 101,242 | Common Stock |
| LPL Financial Holdings Inc | Jambusaria Aneri | Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2024 | 2,580 | 4,382 (0%) | 0% | 0 | Common Stock | |
| LPL Financial Holdings Inc | Aneri Jambusaria | Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 263.36 per share. | 25 Feb 2024 | 1,295 | 3,087 (0%) | 0% | 263.4 | 341,051 | Common Stock |
| LPL Financial Holdings Inc | Aneri Jambusaria | Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2024 | 1,138 | 4,225 (0%) | 0% | 0 | Common Stock | |
| LPL Financial Holdings Inc | Aneri Jambusaria | Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 199.99 per share. | 05 Jun 2023 | 896 | 3,732 (0%) | 0% | 200.0 | 179,191 | Common Stock |
| LPL Financial Holdings Inc | Aneri Jambusaria | Managing Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2023 | 776 | 4,628 (0%) | 0% | 0 | Common Stock | |
| LPL Financial Holdings Inc | Aneri Jambusaria | Managing Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 247.30 per share. | 25 Feb 2023 | 276 | 3,852 (0%) | 0% | 247.3 | 68,255 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges