Jackson Square Partners, LLC Lpl Financial Holdings Inc. Transaction History

Jackson Square Partners, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$256.41 - $288.82 $14.4 Million - $16.3 Million	-56,277 Reduced 29.01%	137,689 $38.5 Million
Q1 2024 May 08, 2024	BUY	$230.75 - $273.77 $7.93 Million - $9.41 Million	34,378 Added 21.54%	193,966 $51.2 Million
Q4 2023 Feb 08, 2024	SELL	$209.89 - $239.77 $36.7 Million - $41.9 Million	-174,794 Reduced 52.27%	159,588 $36.3 Million
Q3 2023 Nov 13, 2023	SELL	$218.49 - $247.52 $5.05 Million - $5.72 Million	-23,102 Reduced 6.46%	334,382 $79.5 Million
Q2 2023 Aug 11, 2023	SELL	$180.95 - $217.9 $5.85 Million - $7.05 Million	-32,336 Reduced 8.3%	357,484 $77.7 Million
Q1 2023 May 11, 2023	SELL	$192.0 - $255.57 $29.3 Million - $39 Million	-152,611 Reduced 28.13%	389,820 $78.9 Million
Q4 2022 Feb 09, 2023	SELL	$206.94 - $269.62 $18.5 Million - $24.1 Million	-89,425 Reduced 14.15%	542,431 $117 Million
Q3 2022 Nov 14, 2022	SELL	$172.53 - $233.2 $7.96 Million - $10.8 Million	-46,122 Reduced 6.8%	631,856 $138 Million
Q2 2022 Aug 12, 2022	BUY	$167.48 - $218.52 $114 Million - $148 Million	677,978 New	677,978 $125 Million

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $25.7B
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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