Phase 2 Partners, LLC Lpl Financial Holdings Inc. Transaction History

Phase 2 Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$218.49 - $247.52 $5.76 Million - $6.52 Million	-26,351 Reduced 41.5%	37,142 $8.83 Million
Q2 2023 Aug 14, 2023	BUY	$180.95 - $217.9 $4.19 Million - $5.04 Million	23,152 Added 57.39%	63,493 $13.8 Million
Q1 2023 May 15, 2023	SELL	$192.0 - $255.57 $6.48 Million - $8.63 Million	-33,770 Reduced 45.57%	40,341 $8.17 Million
Q4 2022 Feb 14, 2023	BUY	$206.94 - $269.62 $7.07 Million - $9.22 Million	34,179 Added 85.59%	74,111 $16 Million
Q2 2022 Aug 15, 2022	SELL	$167.48 - $218.52 $4.45 Million - $5.81 Million	-26,585 Reduced 39.97%	39,932 $7.37 Million
Q1 2022 May 16, 2022	BUY	$143.67 - $190.77 $4.27 Million - $5.67 Million	29,747 Added 80.9%	66,517 $12.2 Million
Q4 2021 Feb 14, 2022	BUY	$152.65 - $175.02 $5.61 Million - $6.44 Million	36,770 New	36,770 $5.89 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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