LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Gladstone Institutional Advisory LLC's Holding History (CIK: 0001766530)

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

Q3 2025
Shares 2,089 Value ($000) $695 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 1,854 Value ($000) $695 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 2,019 Value ($000) $661 Avg Close $348.21 Range $306.71 - $384.04
Q2 2024
Shares 2,467 Value ($000) $689 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 2,518 Value ($000) $665 Avg Close $252.41 Range $223.81 - $274.35
Q3 2023
Shares 1,716 Value ($000) $408 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 1,957 Value ($000) $426 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 1,364 Value ($000) $276 Avg Close $228.60 Range $188.52 - $257.65
Q3 2022
Shares 953 Value ($000) $0 Avg Close $212.68 Range $169.68 - $236.58
Q1 2022
Shares 1,172 Value ($000) $0 Avg Close $174.14 Range $140.65 - $196.29
Q4 2021
Shares 1,300 Value ($000) $0 Avg Close $165.05 Range $150.11 - $176.96