North Peak Capital Management, LLC Lpl Financial Holdings Inc. Transaction History

North Peak Capital Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$256.41 - $288.82 $21.3 Million - $24 Million	-83,148 Reduced 27.01%	224,731 $62.8 Million
Q1 2024 May 14, 2024	BUY	$230.75 - $273.77 $19 Million - $22.5 Million	82,222 Added 36.44%	307,879 $81.3 Million
Q4 2023 Feb 13, 2024	BUY	$209.89 - $239.77 $5.97 Million - $6.82 Million	28,430 Added 14.41%	225,657 $51.4 Million
Q3 2023 Nov 14, 2023	BUY	$218.49 - $247.52 $43.1 Million - $48.8 Million	197,227 New	197,227 $46.9 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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