Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 99,810 | $35,649 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 198,980 | $74,736 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 111,969 | $41,984 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 112,946 | $36,949 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 104,529 | $34,130 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 148,469 | $34,538 | $225.33 | $187.19 - $284.59 |
| Q2 2024 | 147,846 | $41,293 | $271.44 | $255.64 - $289.88 |
| Q4 2023 | 17,865 | $4,066 | $224.79 | $200.18 - $241.72 |
| Q3 2023 | 17,835 | $4,238 | $232.22 | $214.03 - $250.65 |
| Q1 2023 | 32,852 | $6,649 | $228.60 | $188.52 - $257.65 |
| Q4 2022 | 29,539 | $6,385 | $233.77 | $203.90 - $271.56 |
| Q3 2022 | 26,781 | $5,851 | $212.68 | $169.68 - $236.58 |
| Q1 2022 | 17,809 | $3,253 | $174.14 | $140.65 - $196.29 |