LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

SEI INVESTMENTS CO's Holding History (CIK: 0000350894)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 111,807 Value ($000) $39,934 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 123,735 Value ($000) $41,165 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 419,290 Value ($000) $157,217 Avg Close $350.35 Range $262.83 - $390.23

Q1 2025

Shares 379,061 Value ($000) $124,007 Avg Close $348.21 Range $306.71 - $384.04

Q4 2024

Shares 115,732 Value ($000) $37,789 Avg Close $295.72 Range $222.75 - $336.40

Q3 2024

Shares 87,660 Value ($000) $20,392 Avg Close $225.33 Range $187.19 - $284.59

Q2 2024

Shares 83,278 Value ($000) $23,263 Avg Close $271.44 Range $255.64 - $289.88

Q1 2024

Shares 113,254 Value ($000) $29,923 Avg Close $252.41 Range $223.81 - $274.35

Q4 2023

Shares 91,773 Value ($000) $20,891 Avg Close $224.79 Range $200.18 - $241.72

Q3 2023

Shares 126,948 Value ($000) $30,169 Avg Close $232.22 Range $214.03 - $250.65

Q2 2023

Shares 164,366 Value ($000) $35,737 Avg Close $200.25 Range $179.00 - $219.18

Q1 2023

Shares 161,092 Value ($000) $32,603 Avg Close $228.60 Range $188.52 - $257.65

Q4 2022

Shares 207,329 Value ($000) $44,818 Avg Close $233.77 Range $203.90 - $271.56

Q3 2022

Shares 278,908 Value ($000) $60,936 Avg Close $212.68 Range $169.68 - $236.58

Q2 2022

Shares 320,337 Value ($000) $59,133 Avg Close $189.92 Range $165.47 - $220.80

Q1 2022

Shares 173,534 Value ($000) $31,762 Avg Close $174.14 Range $140.65 - $196.29

Q4 2021

Shares 153,800 Value ($000) $24,568 Avg Close $165.05 Range $150.11 - $176.96

Q3 2021

Shares 161,507 Value ($000) $25,285 Avg Close $143.63 Range $127.03 - $161.87

Q2 2021

Shares 132,813 Value ($000) $17,922 Avg Close $145.43 Range $134.34 - $159.74

Q1 2021

Shares 91,866 Value ($000) $12,567 Avg Close $127.60 Range $101.90 - $147.69

Q4 2020

Shares 46,920 Value ($000) $4,861 Avg Close $89.87 Range $75.14 - $105.77

Q3 2020

Shares 56,139 Value ($000) $4,244 Avg Close $79.40 Range $73.14 - $85.76

Q2 2020

Shares 65,558 Value ($000) $5,077 Avg Close $66.82 Range $47.57 - $86.25

Q1 2020

Shares 64,859 Value ($000) $3,475 Avg Close $80.62 Range $32.01 - $99.60

Q4 2019

Shares 104,387 Value ($000) $9,575 Avg Close $85.83 Range $70.14 - $94.70

Q3 2019

Shares 142,434 Value ($000) $11,659 Avg Close $80.03 Range $70.08 - $89.89

Q2 2019

Shares 143,155 Value ($000) $11,667 Avg Close $79.12 Range $69.75 - $86.09

Q1 2019

Shares 119,855 Value ($000) $8,352 Avg Close $72.07 Range $59.48 - $79.34

Q4 2018

Shares 66,306 Value ($000) $4,186 Avg Close $60.96 Range $52.03 - $66.33

Q3 2018

Shares 70,096 Value ($000) $4,523 Avg Close $66.30 Range $63.31 - $71.46

Q2 2018

Shares 124,818 Value ($000) $8,180 Avg Close $65.72 Range $56.31 - $73.28

Q1 2018

Shares 105,942 Value ($000) $6,470 Avg Close $61.98 Range $55.86 - $66.64

Q4 2017

Shares 111,274 Value ($000) $6,359 Avg Close $52.62 Range $48.13 - $57.90

Q3 2017

Shares 72,656 Value ($000) $3,747 Avg Close $46.02 Range $41.92 - $52.27

Q2 2017

Shares 70,612 Value ($000) $2,999 Avg Close $40.58 Range $37.39 - $43.79

Q1 2017

Shares 65,993 Value ($000) $2,629 Avg Close $39.30 Range $35.23 - $41.99

Q4 2016

Shares 60,304 Value ($000) $2,124 Avg Close $34.95 Range $29.09 - $42.86

Q3 2016

Shares 347 Value ($000) $10 Avg Close $27.05 Range $20.51 - $30.56

Q2 2016

Shares 224 Value ($000) $5 Avg Close $25.11 Range $20.95 - $28.77

Q1 2016

Shares 238 Value ($000) $6 Avg Close $26.99 Range $15.38 - $43.89

Q4 2015

Shares 11,932 Value ($000) $509 Avg Close $42.59 Range $36.41 - $48.00

Q3 2015

Shares 6,933 Value ($000) $276 Avg Close $43.02 Range $37.72 - $48.18

Q2 2015

Shares 7,549 Value ($000) $350 Avg Close $43.25 Range $39.41 - $48.00

Q1 2015

Shares 9,545 Value ($000) $419 Avg Close $44.19 Range $39.83 - $47.38

Q4 2014

Shares 8,129 Value ($000) $363 Avg Close $43.01 Range $38.34 - $46.06

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	111,807	$39,934	$353.69	$310.70 - $395.75
Q3 2025	123,735	$41,165	$362.48	$318.87 - $403.58
Q2 2025	419,290	$157,217	$350.35	$262.83 - $390.23
Q1 2025	379,061	$124,007	$348.21	$306.71 - $384.04
Q4 2024	115,732	$37,789	$295.72	$222.75 - $336.40
Q3 2024	87,660	$20,392	$225.33	$187.19 - $284.59
Q2 2024	83,278	$23,263	$271.44	$255.64 - $289.88
Q1 2024	113,254	$29,923	$252.41	$223.81 - $274.35
Q4 2023	91,773	$20,891	$224.79	$200.18 - $241.72
Q3 2023	126,948	$30,169	$232.22	$214.03 - $250.65
Q2 2023	164,366	$35,737	$200.25	$179.00 - $219.18
Q1 2023	161,092	$32,603	$228.60	$188.52 - $257.65
Q4 2022	207,329	$44,818	$233.77	$203.90 - $271.56
Q3 2022	278,908	$60,936	$212.68	$169.68 - $236.58
Q2 2022	320,337	$59,133	$189.92	$165.47 - $220.80
Q1 2022	173,534	$31,762	$174.14	$140.65 - $196.29
Q4 2021	153,800	$24,568	$165.05	$150.11 - $176.96
Q3 2021	161,507	$25,285	$143.63	$127.03 - $161.87
Q2 2021	132,813	$17,922	$145.43	$134.34 - $159.74
Q1 2021	91,866	$12,567	$127.60	$101.90 - $147.69
Q4 2020	46,920	$4,861	$89.87	$75.14 - $105.77
Q3 2020	56,139	$4,244	$79.40	$73.14 - $85.76
Q2 2020	65,558	$5,077	$66.82	$47.57 - $86.25
Q1 2020	64,859	$3,475	$80.62	$32.01 - $99.60
Q4 2019	104,387	$9,575	$85.83	$70.14 - $94.70
Q3 2019	142,434	$11,659	$80.03	$70.08 - $89.89
Q2 2019	143,155	$11,667	$79.12	$69.75 - $86.09
Q1 2019	119,855	$8,352	$72.07	$59.48 - $79.34
Q4 2018	66,306	$4,186	$60.96	$52.03 - $66.33
Q3 2018	70,096	$4,523	$66.30	$63.31 - $71.46
Q2 2018	124,818	$8,180	$65.72	$56.31 - $73.28
Q1 2018	105,942	$6,470	$61.98	$55.86 - $66.64
Q4 2017	111,274	$6,359	$52.62	$48.13 - $57.90
Q3 2017	72,656	$3,747	$46.02	$41.92 - $52.27
Q2 2017	70,612	$2,999	$40.58	$37.39 - $43.79
Q1 2017	65,993	$2,629	$39.30	$35.23 - $41.99
Q4 2016	60,304	$2,124	$34.95	$29.09 - $42.86
Q3 2016	347	$10	$27.05	$20.51 - $30.56
Q2 2016	224	$5	$25.11	$20.95 - $28.77
Q1 2016	238	$6	$26.99	$15.38 - $43.89
Q4 2015	11,932	$509	$42.59	$36.41 - $48.00
Q3 2015	6,933	$276	$43.02	$37.72 - $48.18
Q2 2015	7,549	$350	$43.25	$39.41 - $48.00
Q1 2015	9,545	$419	$44.19	$39.83 - $47.38
Q4 2014	8,129	$363	$43.01	$38.34 - $46.06