Otter Creek Advisors, LLC Lpl Financial Holdings Inc. Transaction History

Otter Creek Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$230.75 - $273.77 $1.16 Million - $1.38 Million	5,026 Added 135.29%	8,741 $2.31 Million
Q4 2023 Feb 12, 2024	BUY	$209.89 - $239.77 $779,741 - $890,745	3,715 New	3,715 $845,000
Q4 2022 Jan 31, 2023	BUY	$206.94 - $269.62 $164,103 - $213,808	793 Added 4.42%	18,741 $4.05 Million
Q3 2022 Oct 24, 2022	SELL	$172.53 - $233.2 $287,780 - $388,977	-1,668 Reduced 8.5%	17,948 $3.92 Million
Q2 2022 Aug 08, 2022	SELL	$167.48 - $218.52 $1.01 Million - $1.32 Million	-6,042 Reduced 23.55%	19,616 $3.62 Million
Q1 2022 May 09, 2022	SELL	$143.67 - $190.77 $154,876 - $205,650	-1,078 Reduced 4.03%	25,658 $4.69 Million
Q4 2021 Feb 04, 2022	SELL	$152.65 - $175.02 $1.13 Million - $1.29 Million	-7,385 Reduced 21.64%	26,736 $4.28 Million
Q3 2021 Nov 10, 2021	BUY	$127.58 - $161.13 $2.33 Million - $2.94 Million	18,225 Added 114.65%	34,121 $5.35 Million
Q2 2021 Aug 11, 2021	SELL	$134.61 - $156.7 $2.34 Million - $2.73 Million	-17,415 Reduced 52.28%	15,896 $2.15 Million
Q1 2021 May 10, 2021	SELL	$103.11 - $146.29 $1.68 Million - $2.38 Million	-16,289 Reduced 32.84%	33,311 $4.74 Million
Q4 2020 Feb 09, 2021	SELL	$76.15 - $104.25 $256,701 - $351,426	-3,371 Reduced 6.36%	49,600 $5.17 Million
Q3 2020 Nov 13, 2020	BUY	$74.14 - $85.09 $747,108 - $857,451	10,077 Added 23.49%	52,971 $4.06 Million
Q2 2020 Aug 26, 2020	BUY	$48.65 - $85.54 $10,265 - $18,048	211 Added 0.49%	42,894 $3.36 Million
Q2 2020 Aug 13, 2020	BUY	$48.65 - $85.54 $2.08 Million - $3.65 Million	42,683 New	42,683 $3.35 Million

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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