Gillson Capital LP Lpl Financial Holdings Inc. Transaction History

Gillson Capital LP

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$192.0 - $255.57 $11.5 Million - $15.2 Million	59,670 New	59,670 $12.1 Million
Q2 2022 Aug 15, 2022	BUY	$167.48 - $218.52 $1.82 Million - $2.38 Million	10,890 New	10,890 $2.01 Million
Q1 2022 May 12, 2022	SELL	$143.67 - $190.77 $1.8 Million - $2.39 Million	-12,544 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$152.65 - $175.02 $7.41 Million - $8.5 Million	-48,540 Reduced 79.46%	12,544 $2.01 Million
Q3 2021 Nov 16, 2021	BUY	$127.58 - $161.13 $7.79 Million - $9.84 Million	61,084 New	61,084 $9.58 Million
Q1 2021 May 17, 2021	SELL	$103.11 - $146.29 $7.14 Million - $10.1 Million	-69,267 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$76.15 - $104.25 $5.27 Million - $7.22 Million	69,267 New	69,267 $7.22 Million
Q3 2020 Nov 16, 2020	SELL	$74.14 - $85.09 $14.6 Million - $16.7 Million	-196,728 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$48.65 - $85.54 $2.24 Million - $3.93 Million	-45,975 Reduced 18.94%	196,728 $15.4 Million
Q1 2020 May 15, 2020	BUY	$39.02 - $98.86 $6.24 Million - $15.8 Million	159,960 Added 193.32%	242,703 $13.2 Million
Q4 2019 Feb 14, 2020	BUY	$72.1 - $94.26 $1.11 Million - $1.46 Million	15,452 Added 22.96%	82,743 $7.63 Million
Q3 2019 Nov 14, 2019	BUY	$70.66 - $87.4 $4.75 Million - $5.88 Million	67,291 New	67,291 $5.51 Million

702

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.7B
Description
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...

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