Joel Greenblatt Lpl Financial Holdings Inc. Transaction History

Gotham Asset Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 15, 2021	SELL	$127.58 - $161.13 $245,591 - $310,175	-1,925 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$134.61 - $156.7 $3,634 - $4,230	27 Added 1.42%	1,925 $260,000
Q1 2021 May 17, 2021	BUY	$103.11 - $146.29 $195,702 - $277,658	1,898 New	1,898 $270,000
Q3 2019 Nov 14, 2019	SELL	$70.66 - $87.4 $484,868 - $599,738	-6,862 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$70.51 - $84.91 $190,659 - $229,596	2,704 Added 65.03%	6,862 $560,000
Q1 2019 May 15, 2019	BUY	$59.74 - $77.93 $248,398 - $324,032	4,158 New	4,158 $290,000

704

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26B
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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