Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 20 | $7 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 95 | $32 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 263 | $99 | $350.35 | $262.83 - $390.23 |
| Q3 2024 | 4,455 | $1,036 | $225.33 | $187.19 - $284.59 |
| Q2 2024 | 4,409 | $1,231 | $271.44 | $255.64 - $289.88 |
| Q1 2024 | 3,636 | $961 | $252.41 | $223.81 - $274.35 |
| Q4 2023 | 2,975 | $677 | $224.79 | $200.18 - $241.72 |
| Q3 2023 | 2,649 | $630 | $232.22 | $214.03 - $250.65 |
| Q2 2023 | 32,026 | $6,963 | $200.25 | $179.00 - $219.18 |
| Q1 2023 | 761 | $154 | $228.60 | $188.52 - $257.65 |
| Q4 2022 | 763 | $165 | $233.77 | $203.90 - $271.56 |
| Q3 2022 | 763 | $167 | $212.68 | $169.68 - $236.58 |