Pearl River Capital, LLC Lpl Financial Holdings Inc. Transaction History

Pearl River Capital, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$256.41 - $288.82 $746,665 - $841,043	2,912 New	2,912 $813,000
Q4 2023 Feb 13, 2024	BUY	$209.89 - $239.77 $362,270 - $413,843	1,726 New	1,726 $392,000
Q1 2023 Dec 19, 2024	BUY	$192.0 - $255.57 $812,160 - $1.08 Million	4,230 New	4,230 $856,000
Q1 2023 May 12, 2023	SELL	$192.0 - $255.57 $249,216 - $331,729	-1,298 Reduced 23.48%	4,230 $856,000
Q4 2022 Feb 13, 2023	BUY	$206.94 - $269.62 $1.14 Million - $1.49 Million	5,528 New	5,528 $1.19 Million
Q1 2022 May 13, 2022	SELL	$143.67 - $190.77 $511,177 - $678,759	-3,558 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$152.65 - $175.02 $294,309 - $337,438	1,928 Added 118.28%	3,558 $570,000
Q3 2021 Nov 12, 2021	SELL	$127.58 - $161.13 $889,487 - $1.12 Million	-6,972 Reduced 81.05%	1,630 $256,000
Q2 2021 Aug 13, 2021	BUY	$134.61 - $156.7 $1.16 Million - $1.35 Million	8,602 New	8,602 $1.16 Million
Q1 2021 May 14, 2021	SELL	$103.11 - $146.29 $393,777 - $558,681	-3,819 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$76.15 - $104.25 $81,175 - $111,130	1,066 Added 38.72%	3,819 $398,000
Q3 2020 Nov 13, 2020	BUY	$74.14 - $85.09 $204,107 - $234,252	2,753 New	2,753 $211,000
Q2 2020 Aug 10, 2020	SELL	$48.65 - $85.54 $20,238 - $35,584	-416 Closed	0 $0
Q1 2020 May 06, 2020	SELL	$39.02 - $98.86 $105,939 - $268,404	-2,715 Reduced 86.71%	416 $23,000
Q4 2019 Feb 12, 2020	BUY	$72.1 - $94.26 $137,638 - $179,942	1,909 Added 156.22%	3,131 $289,000
Q3 2019 Nov 08, 2019	BUY	$70.66 - $87.4 $86,346 - $106,802	1,222 New	1,222 $100,000

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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