Jeremy Grantham Lpl Financial Holdings Inc. Transaction History

Grantham, Mayo, Van Otterloo & Co. LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

702

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.8B
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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