Echo Street Capital Management LLC Lpl Financial Holdings Inc. Transaction History

Echo Street Capital Management LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$180.95 - $217.9 $189,454 - $228,141	1,047 New	1,047 $227,000
Q4 2022 Feb 13, 2023	BUY	$206.94 - $269.62 $562,876 - $733,366	2,720 New	2,720 $587,000
Q1 2022 May 16, 2022	SELL	$143.67 - $190.77 $866,617 - $1.15 Million	-6,032 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$152.65 - $175.02 $920,784 - $1.06 Million	6,032 New	6,032 $966,000
Q3 2021 Nov 15, 2021	SELL	$127.58 - $161.13 $518,229 - $654,510	-4,062 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$134.61 - $156.7 $78,612 - $91,512	584 Added 16.79%	4,062 $548,000
Q1 2021 May 17, 2021	BUY	$103.11 - $146.29 $15,878 - $22,528	154 Added 4.63%	3,478 $494,000
Q4 2020 Feb 16, 2021	BUY	$76.15 - $104.25 $253,122 - $346,527	3,324 New	3,324 $346,000
Q3 2020 Nov 16, 2020	SELL	$74.14 - $85.09 $1.54 Million - $1.77 Million	-20,780 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$48.65 - $85.54 $1.01 Million - $1.78 Million	20,780 New	20,780 $1.63 Million

730

68.4M

647K

558K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $29.2B
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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