Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 8,881 | $2,955 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 881 | $330 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 2,000 | $654 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 17,400 | $5,681 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 7,134 | $1,660 | $225.33 | $187.19 - $284.59 |
| Q2 2024 | 3,742 | $1,045 | $271.44 | $255.64 - $289.88 |
| Q3 2023 | 455 | $108 | $232.22 | $214.03 - $250.65 |
| Q2 2023 | 3,100 | $674 | $200.25 | $179.00 - $219.18 |
| Q1 2023 | 4,175 | $845 | $228.60 | $188.52 - $257.65 |
| Q4 2022 | 5,285 | $1,142 | $233.77 | $203.90 - $271.56 |