LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

MAI Capital Management's Holding History (CIK: 0001040197)

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

Q4 2025
Shares 3,620 Value ($000) $1,293 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 3,251 Value ($000) $1,081 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 2,953 Value ($000) $1,107 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 2,871 Value ($000) $939 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 2,827 Value ($000) $923 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 2,676 Value ($000) $622 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 6,100 Value ($000) $1,704 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 6,076 Value ($000) $1,605 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 6,125 Value ($000) $1,394 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 6,229 Value ($000) $1,480 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 6,171 Value ($000) $1,342 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 8,195 Value ($000) $1,659 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 3,806 Value ($000) $823 Avg Close $233.77 Range $203.90 - $271.56
Q3 2022
Shares 3,319 Value ($000) $725 Avg Close $212.68 Range $169.68 - $236.58
Q2 2022
Shares 2,042 Value ($000) $377 Avg Close $189.92 Range $165.47 - $220.80
Q1 2022
Shares 2,001 Value ($000) $366 Avg Close $174.14 Range $140.65 - $196.29