LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Neo Ivy Capital Management's Holding History (CIK: 0001727783)

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

Q3 2025
Shares 108 Value ($000) $36 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 408 Value ($000) $153 Avg Close $350.35 Range $262.83 - $390.23
Q2 2024
Shares 13,248 Value ($000) $4 Avg Close $271.44 Range $255.64 - $289.88
Q3 2023
Shares 2,016 Value ($000) $0 Avg Close $232.22 Range $214.03 - $250.65
Q4 2022
Shares 3,672 Value ($000) $1 Avg Close $233.77 Range $203.90 - $271.56
Q3 2021
Shares 1,085 Value ($000) $85 Avg Close $143.63 Range $127.03 - $161.87
Q2 2021
Shares 755 Value ($000) $102 Avg Close $145.43 Range $134.34 - $159.74
Q1 2021
Shares 361 Value ($000) $51 Avg Close $127.60 Range $101.90 - $147.69
Q2 2020
Shares 1,085 Value ($000) $85 Avg Close $66.82 Range $47.57 - $86.25
Q1 2019
Shares 11,535 Value ($000) $803 Avg Close $72.07 Range $59.48 - $79.34
Q4 2018
Shares 13,628 Value ($000) $832 Avg Close $60.96 Range $52.03 - $66.33