Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| LPL Financial Holdings Inc. | 23,852.15 | reported | 27 Feb 2023 | tx 145+375,204−351,586 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Feb 2023 | SALE | LPL Financial Holdings Inc. | 1,401 | 246.99 USD | |
| 27 Feb 2023 | SALE | LPL Financial Holdings Inc. | 2,408 | 246.10 USD | |
| 25 Feb 2023 | GRANT_AWARD | LPL Financial Holdings Inc. | 1,350 | 0.00 USD | |
| 25 Feb 2023 | TAX_WITHHOLDING | LPL Financial Holdings Inc. | 5,186 | 247.30 USD | |
| 25 Feb 2023 | GRANT_AWARD | LPL Financial Holdings Inc. | 9,170 | 0.00 USD | |
| 27 Feb 2023 | SALE | LPL Financial Holdings Inc. | 1,000 | 245.24 USD | |
| 16 Feb 2023 | SALE | LPL Financial Holdings Inc. | 7,990 | 248.19 USD | |
| 17 Feb 2023 | SALE | LPL Financial Holdings Inc. | 740 | 248.26 USD | |
| 17 Feb 2023 | SALE | LPL Financial Holdings Inc. | 2,874 | 250.33 USD | |
| 17 Feb 2023 | SALE | LPL Financial Holdings Inc. | 5,969 | 249.55 USD | |
| 17 Feb 2023 | SALE | LPL Financial Holdings Inc. | 200 | 246.91 USD | |
| 17 Nov 2022 | SALE | LPL Financial Holdings Inc. | 5,213 | 213.80 USD | |
| 17 Nov 2022 | EXERCISE | LPL Financial Holdings Inc. | 7,680 | 77.53 USD | |
| 17 Nov 2022 | EXERCISE | LPL Financial Holdings Inc. | 7,680 | 0.00 USD | deriv |
| 17 Aug 2022 | SALE | LPL Financial Holdings Inc. | 400 | 230.98 USD | |
| 17 Aug 2022 | SALE | LPL Financial Holdings Inc. | 1,709 | 230.06 USD | |
| 17 Aug 2022 | SALE | LPL Financial Holdings Inc. | 1,300 | 228.77 USD | |
| 17 Aug 2022 | SALE | LPL Financial Holdings Inc. | 3,043 | 228.09 USD | |
| 17 Aug 2022 | SALE | LPL Financial Holdings Inc. | 6,086 | 225.88 USD | |
| 17 Aug 2022 | SALE | LPL Financial Holdings Inc. | 345 | 231.90 USD | |
| 17 Aug 2022 | EXERCISE | LPL Financial Holdings Inc. | 9,448 | 65.50 USD | |
| 17 Aug 2022 | EXERCISE | LPL Financial Holdings Inc. | 9,448 | 0.00 USD | deriv |
| 16 May 2022 | SALE | LPL Financial Holdings Inc. | 1,644 | 170.78 USD | |
| 16 May 2022 | EXERCISE | LPL Financial Holdings Inc. | 12,744 | 39.48 USD | |
| 16 May 2022 | SALE | LPL Financial Holdings Inc. | 5,217 | 171.96 USD |