Cramer Rosenthal Mcglynn LLC Lpl Financial Holdings Inc. Transaction History

Cramer Rosenthal Mcglynn LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$209.89 - $239.77 $5.11 Million - $5.84 Million	-24,355 Reduced 28.65%	60,654 $13.8 Million
Q3 2023 Nov 13, 2023	SELL	$218.49 - $247.52 $953,053 - $1.08 Million	-4,362 Reduced 4.88%	85,009 $20.2 Million
Q2 2023 Aug 14, 2023	SELL	$180.95 - $217.9 $1.6 Million - $1.92 Million	-8,816 Reduced 8.98%	89,371 $19.4 Million
Q1 2023 May 12, 2023	SELL	$192.0 - $255.57 $5.49 Million - $7.31 Million	-28,608 Reduced 22.56%	98,187 $19.9 Million
Q4 2022 Feb 13, 2023	SELL	$206.94 - $269.62 $14.2 Million - $18.5 Million	-68,435 Reduced 35.05%	126,795 $27.4 Million
Q3 2022 Nov 14, 2022	SELL	$172.53 - $233.2 $3.32 Million - $4.49 Million	-19,272 Reduced 8.98%	195,230 $42.7 Million
Q2 2022 Aug 12, 2022	SELL	$167.48 - $218.52 $282,036 - $367,987	-1,684 Reduced 0.78%	214,502 $39.6 Million
Q1 2022 May 16, 2022	SELL	$143.67 - $190.77 $1.37 Million - $1.82 Million	-9,520 Reduced 4.22%	216,186 $39.5 Million
Q4 2021 Feb 14, 2022	BUY	$152.65 - $175.02 $8.69 Million - $9.97 Million	56,937 Added 33.74%	225,706 $36.1 Million
Q3 2021 Nov 15, 2021	BUY	$127.58 - $161.13 $21.5 Million - $27.2 Million	168,769 New	168,769 $26.5 Million

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.3B
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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