Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 559,951 | $199,998 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 553,321 | $184,084 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 544,604 | $204,210 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 539,104 | $176,362 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 532,404 | $173,835 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 520,404 | $121,062 | $225.33 | $187.19 - $284.59 |
| Q2 2024 | 481,791 | $134,564 | $271.44 | $255.64 - $289.88 |
| Q1 2024 | 454,291 | $120,024 | $252.41 | $223.81 - $274.35 |
| Q4 2023 | 426,386 | $97,054 | $224.79 | $200.18 - $241.72 |
| Q3 2023 | 301,264 | $71,595 | $232.22 | $214.03 - $250.65 |
| Q2 2023 | 127,059 | $27,626 | $200.25 | $179.00 - $219.18 |
| Q1 2023 | 19,670 | $3,981 | $228.60 | $188.52 - $257.65 |
| Q4 2022 | 2,681 | $580 | $233.77 | $203.90 - $271.56 |