LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

HM PAYSON & CO's Holding History (CIK: 0000928052)

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

Q4 2025

Shares 7,555 Value ($000) $2,698 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 7,655 Value ($000) $2,547 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 7,561 Value ($000) $2,835 Avg Close $350.35 Range $262.83 - $390.23

Q1 2025

Shares 7,635 Value ($000) $2,498 Avg Close $348.21 Range $306.71 - $384.04

Q4 2024

Shares 7,812 Value ($000) $2,551 Avg Close $295.72 Range $222.75 - $336.40

Q3 2024

Shares 8,501 Value ($000) $1,978 Avg Close $225.33 Range $187.19 - $284.59

Q2 2024

Shares 207,475 Value ($000) $57,948 Avg Close $271.44 Range $255.64 - $289.88

Q1 2024

Shares 195,128 Value ($000) $51,553 Avg Close $252.41 Range $223.81 - $274.35

Q4 2023

Shares 95,141 Value ($000) $21,656 Avg Close $224.79 Range $200.18 - $241.72

Q3 2023

Shares 228,933 Value ($000) $54,406 Avg Close $232.22 Range $214.03 - $250.65

Q3 2022

Shares 50 Value ($000) $11 Avg Close $212.68 Range $169.68 - $236.58

Q2 2022

Shares 50 Value ($000) $9 Avg Close $189.92 Range $165.47 - $220.80

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,555	$2,698	$353.69	$310.70 - $395.75
Q3 2025	7,655	$2,547	$362.48	$318.87 - $403.58
Q2 2025	7,561	$2,835	$350.35	$262.83 - $390.23
Q1 2025	7,635	$2,498	$348.21	$306.71 - $384.04
Q4 2024	7,812	$2,551	$295.72	$222.75 - $336.40
Q3 2024	8,501	$1,978	$225.33	$187.19 - $284.59
Q2 2024	207,475	$57,948	$271.44	$255.64 - $289.88
Q1 2024	195,128	$51,553	$252.41	$223.81 - $274.35
Q4 2023	95,141	$21,656	$224.79	$200.18 - $241.72
Q3 2023	228,933	$54,406	$232.22	$214.03 - $250.65
Q3 2022	50	$11	$212.68	$169.68 - $236.58
Q2 2022	50	$9	$189.92	$165.47 - $220.80