LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Clarkston Capital Partners, LLC's Holding History (CIK: 0001562855)

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

Q4 2025
Shares 301,484 Value ($000) $107,681 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 498,633 Value ($000) $165,890 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 598,782 Value ($000) $224,525 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 674,227 Value ($000) $220,567 Avg Close $348.21 Range $306.71 - $384.04
Q4 2023
Shares 1,353,878 Value ($000) $308,170 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 1,490,998 Value ($000) $354,336 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 1,501,863 Value ($000) $326,550 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 1,484,455 Value ($000) $300,454 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 1,471,471 Value ($000) $318,088 Avg Close $233.77 Range $203.90 - $271.56
Q3 2022
Shares 1,860,718 Value ($000) $406,530 Avg Close $212.68 Range $169.68 - $236.58
Q2 2022
Shares 2,031,833 Value ($000) $374,833 Avg Close $189.92 Range $165.47 - $220.80
Q1 2022
Shares 2,104,068 Value ($000) $384,371 Avg Close $174.14 Range $140.65 - $196.29
Q4 2021
Shares 2,216,906 Value ($000) $354,904 Avg Close $165.05 Range $150.11 - $176.96
Q3 2021
Shares 2,286,647 Value ($000) $358,455 Avg Close $143.63 Range $127.03 - $161.87
Q2 2021
Shares 2,284,689 Value ($000) $308,387 Avg Close $145.43 Range $134.34 - $159.74
Q1 2021
Shares 2,301,881 Value ($000) $327,235 Avg Close $127.60 Range $101.90 - $147.69
Q4 2020
Shares 2,302,313 Value ($000) $239,947 Avg Close $89.87 Range $75.14 - $105.77