Nicholas Investment Partners, LP Lpl Financial Holdings Inc. Transaction History

Nicholas Investment Partners, LP

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$180.95 - $217.9 $511,545 - $616,003	-2,827 Reduced 31.89%	6,039 $1.31 Million
Q1 2023 May 11, 2023	BUY	$192.0 - $255.57 $89,664 - $119,351	467 Added 5.56%	8,866 $1.79 Million
Q2 2022 Aug 10, 2022	BUY	$167.48 - $218.52 $154,919 - $202,131	925 Added 12.38%	8,399 $1.55 Million
Q1 2022 May 10, 2022	BUY	$143.67 - $190.77 $680,421 - $903,486	4,736 Added 172.97%	7,474 $1.37 Million
Q3 2021 Nov 15, 2021	SELL	$127.58 - $161.13 $260,008 - $328,382	-2,038 Reduced 42.67%	2,738 $429,000
Q2 2021 Aug 10, 2021	SELL	$134.61 - $156.7 $223,183 - $259,808	-1,658 Reduced 25.77%	4,776 $645,000
Q1 2021 May 14, 2021	BUY	$103.11 - $146.29 $663,409 - $941,229	6,434 New	6,434 $915,000
Q4 2020 Feb 11, 2021	SELL	$76.15 - $104.25 $705,986 - $966,501	-9,271 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$74.14 - $85.09 $2.08 Million - $2.39 Million	-28,080 Reduced 75.18%	9,271 $711,000
Q2 2020 Aug 12, 2020	BUY	$48.65 - $85.54 $1.24 Million - $2.19 Million	25,561 Added 216.8%	37,351 $2.93 Million
Q1 2020 May 13, 2020	BUY	$39.02 - $98.86 $71,172 - $180,320	1,824 Added 18.3%	11,790 $642,000
Q4 2019 Feb 13, 2020	BUY	$72.1 - $94.26 $718,548 - $939,395	9,966 New	9,966 $919,000

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.3B
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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