LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

BAMCO INC /NY/'s Holding History (CIK: 0001017918)

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

Q4 2025
Shares 175,245 Value ($000) $62,592 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 207,897 Value ($000) $69,165 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 222,479 Value ($000) $83,423 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 165,251 Value ($000) $54,060 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 119,704 Value ($000) $39,085 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 65,448 Value ($000) $15,225 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 125,641 Value ($000) $35,092 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 122,038 Value ($000) $32,242 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 113,854 Value ($000) $25,915 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 110,354 Value ($000) $26,226 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 109,083 Value ($000) $23,718 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 96,634 Value ($000) $19,559 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 50,418 Value ($000) $10,899 Avg Close $233.77 Range $203.90 - $271.56
Q3 2022
Shares 68,692 Value ($000) $15,008 Avg Close $212.68 Range $169.68 - $236.58
Q2 2022
Shares 47,400 Value ($000) $8,744 Avg Close $189.92 Range $165.47 - $220.80
Q1 2022
Shares 12,100 Value ($000) $2,210 Avg Close $174.14 Range $140.65 - $196.29
Q4 2021
Shares 10,500 Value ($000) $1,681 Avg Close $165.05 Range $150.11 - $176.96