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Boston Partners
> LPLA
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | LPL Financial Holdings Inc. | LPLA | 847,460 | 785,347 | 184,295,934,000 | 171,723,012,000 | $217,468.59 |
| 03/31/2023 | LPL Financial Holdings Inc. | LPLA | 62,113 | -4,631 | 12,572,922,000 | -1,858,284,000 | $202,420.14 |
| 12/31/2022 | LPL Financial Holdings Inc. | LPLA | 66,744 | 5 | 14,431,206,000 | 14,416,354,000 | $216,217.28 |
| 09/30/2022 | LPL Financial Holdings Inc. | LPLA | 66,739 | -39,341 | 14,852,000 | -4,724,000 | $222.54 |
| 06/30/2022 | LPL Financial Holdings Inc. | LPLA | 106,080 | -21,053 | 19,576,000 | -3,651,000 | $184.54 |
| 03/31/2022 | LPL Financial Holdings Inc. | LPLA | 127,133 | -26,610 | 23,227,000 | -1,392,000 | $182.70 |
| 12/31/2021 | LPL Financial Holdings Inc. | LPLA | 153,743 | -2,933 | 24,619,000 | 54,000 | $160.13 |
| 09/30/2021 | LPL Financial Holdings Inc. | LPLA | 156,676 | -3,825 | 24,565,000 | 2,900,000 | $156.79 |
| 06/30/2021 | LPL Financial Holdings Inc. | LPLA | 160,501 | -6,628 | 21,665,000 | -2,096,000 | $134.98 |
| 03/31/2021 | LPL Financial Holdings Inc. | LPLA | 167,129 | -5,310 | 23,761,000 | 5,790,000 | $142.17 |
| 12/31/2020 | LPL Financial Holdings Inc. | LPLA | 172,439 | -5,602 | 17,971,000 | 4,321,000 | $104.22 |
| 09/30/2020 | LPL Financial Holdings Inc. | LPLA | 178,041 | 7,889 | 13,650,000 | 311,000 | $76.67 |
| 06/30/2020 | LPL Financial Holdings Inc. | LPLA | 170,152 | 38,484 | 13,339,000 | 6,173,000 | $78.39 |
| 03/31/2020 | LPL Financial Holdings Inc. | LPLA | 131,668 | -410 | 7,166,000 | -5,019,000 | $54.42 |
| 12/31/2019 | LPL Financial Holdings Inc. | LPLA | 132,078 | 42,154 | 12,185,000 | 4,820,000 | $92.26 |
| 09/30/2019 | LPL Financial Holdings Inc. | LPLA | 89,924 | -1,505 | 7,365,000 | -94,000 | $81.90 |
| 06/30/2019 | LPL Financial Holdings Inc. | LPLA | 91,429 | -1,766 | 7,459,000 | 968,000 | $81.58 |
| 03/31/2019 | LPL Financial Holdings Inc. | LPLA | 93,195 | 11,338 | 6,491,000 | 1,491,000 | $69.65 |
| 12/31/2018 | LPL Financial Holdings Inc. | LPLA | 81,857 | 81,857 | 5,000,000 | 5,000,000 | $61.08 |
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