Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$128

Avg closing price
Price range

11 Joel Greenblatt LPL Financial Holdings Trades

The first LPL Financial Holdings trade was made in Q1 2016. Since then Joel Greenblatt bought shares five more times and sold shares on five occasions. The investor sold all their shares in Q3 2021 and doesn't own any shares in LPL Financial Holdings anymore.

Avg closing price
Price range
Sold -1.93 Thousand shares Q3 2021
Avg closing price $143.63
Price range $127.58 - $161.13
Increased shares by 1.4% (+27 shares) Q2 2021
Avg closing price $145.43
Price range $134.61 - $156.70
New holding (+1.9 Thousand shares) Q1 2021
Avg closing price $127.60
Price range $103.11 - $146.29
Sold -6.86 Thousand shares Q3 2019
Avg closing price $80.03
Price range $70.66 - $87.40
Increased shares by 65.0% (+2.7 Thousand shares) Q2 2019
Avg closing price $79.12
Price range $70.51 - $84.91
New holding (+4.16 Thousand shares) Q1 2019
Avg closing price $72.07
Price range $59.74 - $77.93
Sold -6.27 Thousand shares Q1 2017
Avg closing price $39.30
Price range $35.61 - $41.03
Sold 34.0% shares (-3.24 Thousand shares) Q4 2016
Avg closing price $34.95
Price range $29.23 - $42.45
Sold 28.6% shares (-3.82 Thousand shares) Q3 2016
Avg closing price $27.05
Price range $21.35 - $30.41
Increased shares by 3.8% (+483 shares) Q2 2016
Avg closing price $25.11
Price range $21.15 - $28.23
New holding (+12.8 Thousand shares) Q1 2016
Avg closing price $26.99
Price range $16.50 - $42.46

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