Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 510,000 | $182,157 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 594,143 | $197,665 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 625,000 | $234,356 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 625,000 | $204,463 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 655,000 | $213,864 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 485,000 | $112,826 | $225.33 | $187.19 - $284.59 |