Waratah Capital Advisors Ltd. Lpl Financial Holdings Inc. Transaction History

Waratah Capital Advisors Ltd.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$256.41 - $288.82 $15 Million - $16.9 Million	-58,374 Reduced 36.39%	102,017 $28.5 Million
Q1 2024 May 14, 2024	BUY	$230.75 - $273.77 $2.33 Million - $2.77 Million	10,114 Added 6.73%	160,391 $42.4 Million
Q4 2023 Feb 12, 2024	SELL	$209.89 - $239.77 $18.5 Million - $21.1 Million	-87,945 Reduced 36.92%	150,277 $34.2 Million
Q3 2023 Nov 13, 2023	BUY	$218.49 - $247.52 $52 Million - $59 Million	238,222 New	238,222 $56.6 Million
Q1 2019 May 07, 2019	SELL	$59.74 - $77.93 $459,520 - $599,437	-7,692 Closed	0 $0
Q4 2018 Feb 06, 2019	SELL	$53.2 - $65.69 $515,827 - $636,930	-9,696 Reduced 55.76%	7,692 $470,000
Q3 2018 Oct 26, 2018	BUY	$63.88 - $69.99 $830,376 - $909,800	12,999 Added 296.17%	17,388 $1.12 Million
Q2 2018 Aug 14, 2018	SELL	$56.49 - $72.22 $44,740 - $57,198	-792 Reduced 15.29%	4,389 $288,000
Q1 2018 May 08, 2018	SELL	$57.2 - $65.99 $26,655 - $30,751	-466 Reduced 8.25%	5,181 $316,000
Q4 2017 Feb 09, 2018	SELL	$48.68 - $57.7 $766,856 - $908,948	-15,753 Reduced 73.61%	5,647 $323,000
Q3 2017 Nov 13, 2017	BUY	$45.09 - $51.58 $964,926 - $1.1 Million	21,400	21,400 $1.1 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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