Jeremy Grantham Lpl Financial Holdings Inc. Transaction History

Grantham, Mayo, Van Otterloo & Co. LLC

$31.8 Billion
Q2 2025

A detailed history of Jeremy Grantham (Grantham, Mayo, Van Otterloo & Co. LLC) transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Grantham, Mayo, Van Otterloo & Co. LLC holds 1,100 shares of LPLA stock, worth $371,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,100

Holding current value

$371,998

% of portfolio

0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$283.31 - $388.96 $311,641 - $427,856	1,100 New	1,100 $412,000
Q4 2022 Feb 13, 2023	BUY	$206.94 - $269.62 $455,268 - $593,164	2,200 New	2,200 $475,000
Q2 2020 Aug 13, 2020	SELL	$48.65 - $85.54 $977,865 - $1.72 Million	-20,100 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$39.02 - $98.86 $210,708 - $533,844	5,400 Added 36.73%	20,100 $1.09 Million
Q4 2019 Feb 13, 2020	SELL	$72.1 - $94.26 $569,590 - $744,654	-7,900 Reduced 34.96%	14,700 $1.36 Million
Q3 2019 Nov 13, 2019	SELL	$70.66 - $87.4 $402,762 - $498,180	-5,700 Reduced 20.14%	22,600 $1.85 Million
Q2 2019 Aug 13, 2019	BUY	$70.51 - $84.91 $70,510 - $84,910	1,000 Added 3.66%	28,300 $2.31 Million
Q1 2019 May 14, 2019	BUY	$59.74 - $77.93 $1.63 Million - $2.13 Million	27,300 New	27,300 $1.9 Million
Q2 2018 Aug 14, 2018	SELL	$56.49 - $72.22 $203,364 - $259,992	-3,600 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$57.2 - $65.99 $62,920 - $72,589	-1,100 Reduced 23.4%	3,600 $220,000
Q4 2017 Feb 14, 2018	SELL	$48.68 - $57.7 $1.58 Million - $1.88 Million	-32,500 Reduced 87.37%	4,700 $269,000
Q3 2017 Nov 14, 2017	BUY	$45.09 - $51.58 $1.68 Million - $1.92 Million	37,200	37,200 $1.92 Million

Others Institutions Holding LPLA

# of Institutions

868

Shares Held

79.5M

Call Options Held

115K

Put Options Held

192K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $27B
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...

More about LPLA

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