Avg closing price
Price range

23 Jim Simons LPL Financial Holdings Trades

The first LPL Financial Holdings trade was made in Q2 2013. Since then Jim Simons bought shares eleven more times and sold shares on eleven occasions. The investor completely sold their stake between Q3 2021 and Q4 2021.

Avg closing price
Price range
Sold -30.6 Thousand shares Q4 2021
Avg closing price $165.05
Price range $152.65 - $175.02
Sold 51.7% shares (-32.7 Thousand shares) Q3 2021
Avg closing price $143.63
Price range $127.58 - $161.13
New holding (+63.3 Thousand shares) Q2 2021
Avg closing price $145.43
Price range $134.61 - $156.70
Sold -65.7 Thousand shares Q1 2021
Avg closing price $127.60
Price range $103.11 - $146.29
New holding (+65.7 Thousand shares) Q4 2020
Avg closing price $89.87
Price range $76.15 - $104.25
Sold -16.1 Thousand shares Q2 2020
Avg closing price $66.82
Price range $48.65 - $85.54
Sold 80.9% shares (-68.3 Thousand shares) Q1 2020
Avg closing price $80.62
Price range $39.02 - $98.86
Sold 3.9% shares (-3.4 Thousand shares) Q4 2019
Avg closing price $85.83
Price range $72.10 - $94.26
Increased shares by 176.1% (+56 Thousand shares) Q3 2019
Avg closing price $80.03
Price range $70.66 - $87.40
Increased shares by 72.8% (+13.4 Thousand shares) Q2 2019
Avg closing price $79.12
Price range $70.51 - $84.91
Increased shares by 13.6% (+2.2 Thousand shares) Q1 2019
Avg closing price $72.07
Price range $59.74 - $77.93
Sold 96.5% shares (-446 Thousand shares) Q4 2018
Avg closing price $60.96
Price range $53.20 - $65.69
Sold 62.1% shares (-757 Thousand shares) Q3 2018
Avg closing price $66.30
Price range $63.88 - $69.99
Increased shares by 58.6% (+451 Thousand shares) Q2 2018
Avg closing price $65.72
Price range $56.49 - $72.22
Increased shares by 41.6% (+226 Thousand shares) Q1 2018
Avg closing price $61.98
Price range $57.20 - $65.99
Increased shares by 219.8% (+373 Thousand shares) Q4 2017
Avg closing price $52.62
Price range $48.68 - $57.70
New holding (+170 Thousand shares) Q3 2017
Avg closing price $46.02
Price range $42.14 - $51.58
Sold -27.6 Thousand shares Q4 2014
Avg closing price $43.04
Price range $40.26 - $45.58
Sold 68.8% shares (-60.8 Thousand shares) Q3 2014
Avg closing price $48.19
Price range $46.05 - $51.52
New holding (+88.4 Thousand shares) Q2 2014
Avg closing price $48.50
Price range $45.89 - $53.54

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