Leuthold Group, LLC Lpl Financial Holdings Inc. Transaction History

Leuthold Group, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$192.0 - $255.57 $21,504 - $28,623	-112 Reduced 5.33%	1,989 $402,000
Q4 2022 Jan 31, 2023	SELL	$206.94 - $269.62 $14,071 - $18,334	-68 Reduced 3.14%	2,101 $454,000
Q3 2022 Oct 31, 2022	SELL	$172.53 - $233.2 $99,377 - $134,323	-576 Reduced 20.98%	2,169 $474,000
Q2 2022 Aug 01, 2022	SELL	$167.48 - $218.52 $96,301 - $125,649	-575 Reduced 17.32%	2,745 $506,000
Q4 2021 Feb 03, 2022	SELL	$152.65 - $175.02 $5,648 - $6,475	-37 Reduced 1.1%	3,320 $531,000
Q2 2021 Aug 13, 2021	SELL	$134.61 - $156.7 $12,249 - $14,259	-91 Reduced 2.64%	3,357 $453,000
Q1 2021 May 17, 2021	SELL	$103.11 - $146.29 $8,970 - $12,727	-87 Reduced 2.46%	3,448 $490,000
Q4 2020 Feb 16, 2021	SELL	$76.15 - $104.25 $11,498 - $15,741	-151 Reduced 4.1%	3,535 $368,000
Q3 2020 Nov 16, 2020	SELL	$74.14 - $85.09 $7,562 - $8,679	-102 Reduced 2.69%	3,686 $283,000
Q2 2020 Aug 14, 2020	SELL	$48.65 - $85.54 $1.89 Million - $3.32 Million	-38,858 Reduced 91.12%	3,788 $297,000
Q1 2020 May 15, 2020	BUY	$39.02 - $98.86 $1.5 Million - $3.79 Million	38,342 Added 890.85%	42,646 $2.32 Million
Q4 2019 Feb 14, 2020	SELL	$72.1 - $94.26 $73,325 - $95,862	-1,017 Reduced 19.11%	4,304 $397,000
Q3 2019 Nov 14, 2019	BUY	$70.66 - $87.4 $375,981 - $465,055	5,321 New	5,321 $436,000

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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