Richard Pzena - Pzena Investment Management
Holding/activity history for LPL Financial Holdings Inc. (LPLA)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2024 Q4 | 900 | <0.01 | Reduce 24.18% | <0.01 | $326.51 | $293,859 | SEC |
| 2024 Q3 | 1,187 | <0.01 | Reduce 22.97% | <0.01 | $232.63 | $276,132 | SEC |
| 2024 Q2 | 1,541 | <0.01 | Add 51.23% | <0.01 | $279.30 | $430,401 | SEC |
| 2024 Q1 | 1,019 | <0.01 | Reduce 14.15% | <0.01 | $264.20 | $269,220 | SEC |
| 2023 Q4 | 1,187 | <0.01 | Reduce 7.05% | <0.01 | $227.62 | $270,185 | SEC |
| 2023 Q3 | 1,277 | <0.01 | Reduce 14.58% | <0.01 | $237.65 | $303,479 | SEC |
| 2023 Q2 | 1,495 | <0.01 | Reduce 22.82% | <0.01 | $217.43 | $325,058 | SEC |
| 2023 Q1 | 1,937 | <0.01 | Reduce 43.59% | <0.01 | $202.40 | $392,049 | SEC |
| 2022 Q4 | 3,434 | <0.01 | Add 65.73% | <0.01 | $216.17 | $742,328 | SEC |
| 2022 Q3 | 2,072 | <0.01 | $218.63 | $453,000 | SEC | ||
| 2022 Q2 | 2,072 | <0.01 | Add 41.43% | <0.01 | $184.36 | $382,000 | SEC |
| 2022 Q1 | 1,465 | <0.01 | $182.94 | $268,000 | SEC | ||
| 2021 Q4 | 1,465 | <0.01 | Buy | <0.01 | $160.41 | $235,000 | SEC |