Avg closing price
Price range

12 Jeremy Grantham LPL Financial Holdings Trades

The first LPL Financial Holdings trade was made in Q3 2017. Since then Jeremy Grantham bought shares four more times and sold shares on seven occasions. The investor sold all their shares in Q1 2023 and doesn't own any shares in LPL Financial Holdings anymore.

Avg closing price
Price range
Sold -2.2 Thousand shares Q1 2023
Avg closing price $228.60
Price range $192.00 - $255.57
New holding (+2.2 Thousand shares) Q4 2022
Avg closing price $233.77
Price range $206.94 - $269.17
Sold -20.1 Thousand shares Q2 2020
Avg closing price $66.82
Price range $48.65 - $85.54
Increased shares by 36.7% (+5.4 Thousand shares) Q1 2020
Avg closing price $80.62
Price range $39.02 - $98.86
Sold 35.0% shares (-7.9 Thousand shares) Q4 2019
Avg closing price $85.83
Price range $72.10 - $94.26
Sold 20.1% shares (-5.7 Thousand shares) Q3 2019
Avg closing price $80.03
Price range $70.66 - $87.40
Increased shares by 3.7% (+1 Thousand shares) Q2 2019
Avg closing price $79.12
Price range $70.51 - $84.91
New holding (+27.3 Thousand shares) Q1 2019
Avg closing price $72.07
Price range $59.74 - $77.93
Sold -3.6 Thousand shares Q2 2018
Avg closing price $65.72
Price range $56.49 - $72.22
Sold 23.4% shares (-1.1 Thousand shares) Q1 2018
Avg closing price $61.98
Price range $57.20 - $65.99
Sold 87.4% shares (-32.5 Thousand shares) Q4 2017
Avg closing price $52.62
Price range $48.68 - $57.70
New holding (+37.2 Thousand shares) Q3 2017
Avg closing price $46.02
Price range $42.14 - $51.58

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