Avg closing price
Price range

30 Jim Simons LPL Financial Holdings Trades

Jim Simons acquired 184 Thousand LPL Financial Holdings shares worth $47.8 Million. That's 0.07% of their equity portfolio (321st largest holding). The first LPL Financial Holdings trade was made in Q2 2013. Since then Jim Simons bought shares sixteen more times and sold shares on thirteen occasions. The stake costed the investor $40.7 Million, netting the investor a gain of 18% so far.

Avg closing price
Price range
Increased shares by 240.2% (+130 Thousand shares) Q4 2023
Avg closing price $224.79
Price range $209.89 - $239.77
Sold 54.7% shares (-65.1 Thousand shares) Q3 2023
Avg closing price $232.22
Price range $218.49 - $247.52
Increased shares by 68.7% (+48.5 Thousand shares) Q2 2023
Avg closing price $200.25
Price range $180.95 - $217.90
Increased shares by 415.3% (+56.9 Thousand shares) Q1 2023
Avg closing price $228.60
Price range $192.00 - $255.57
New holding (+13.7 Thousand shares) Q4 2022
Avg closing price $233.77
Price range $206.94 - $269.17
Sold -24.2 Thousand shares Q3 2022
Avg closing price $212.68
Price range $172.53 - $233.20
New holding (+24.2 Thousand shares) Q2 2022
Avg closing price $189.92
Price range $167.48 - $218.52
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

News about LPL Financial Holdings Inc and Jim Simons

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