William Blair Investment Management, LLC Lpl Financial Holdings Inc. Transaction History

William Blair Investment Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	SELL	$206.94 - $269.62 $1.5 Million - $1.95 Million	-7,246 Reduced 6.25%	108,703 $23.5 Million
Q3 2022 Nov 09, 2022	BUY	$172.53 - $233.2 $1.11 Million - $1.5 Million	6,434 Added 5.87%	115,949 $25.3 Million
Q2 2022 Aug 10, 2022	SELL	$167.48 - $218.52 $10.6 Million - $13.8 Million	-63,313 Reduced 36.63%	109,515 $20.2 Million
Q1 2022 May 11, 2022	BUY	$143.67 - $190.77 $6.87 Million - $9.12 Million	47,824 Added 38.26%	172,828 $31.6 Million
Q4 2021 Feb 14, 2022	BUY	$152.65 - $175.02 $351,705 - $403,246	2,304 Added 1.88%	125,004 $20 Million
Q3 2021 Nov 10, 2021	SELL	$127.58 - $161.13 $2.19 Million - $2.77 Million	-17,170 Reduced 12.28%	122,700 $19.2 Million
Q2 2021 Aug 12, 2021	SELL	$134.61 - $156.7 $27.6 Million - $32.2 Million	-205,202 Reduced 59.47%	139,870 $18.9 Million
Q1 2021 May 13, 2021	BUY	$103.11 - $146.29 $2.85 Million - $4.05 Million	27,679 Added 8.72%	345,072 $49.1 Million
Q4 2020 Feb 09, 2021	BUY	$76.15 - $104.25 $1.8 Million - $2.46 Million	23,572 Added 8.02%	317,393 $33.1 Million
Q3 2020 Nov 06, 2020	SELL	$74.14 - $85.09 $3.27 Million - $3.76 Million	-44,134 Reduced 13.06%	293,821 $22.5 Million
Q2 2020 Aug 12, 2020	BUY	$48.65 - $85.54 $16.4 Million - $28.9 Million	337,955 New	337,955 $26.5 Million

709

68.4M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $27.8B
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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