LPL Financial Holdings Inc. (LPLA)

Sector:Financials
Super Investor Stats:
Ownership count:7
Ownership rank:49
% of all portfolios:0.228%
Hold Price * :$326.51
History Portfolio Manager Activity Share change % change to portfolio ▼
Q4  2024
≡ John Armitage - Egerton Capital Buy 257,710 0.97
≡ Daniel Loeb - Third Point Add 35.05% 170,000 0.76
≡ Lee Ainslie - Maverick Capital Add 18.24% 90,646 0.53
≡ Meridian Contrarian Fund Add 15.03% 5,000 0.31
≡ Thomas Gayner - Markel Group Add 2.31% 12,000 0.03
Q3  2024
≡ Daniel Loeb - Third Point Buy 485,000 1.53
≡ Meridian Contrarian Fund Buy 33,256 1.39
≡ Lee Ainslie - Maverick Capital Add 81.98% 223,931 1.01
≡ Stephen Mandel - Lone Pine Capital Add 29.38% 495,067 0.86
≡ Thomas Gayner - Markel Group Add 8.01% 38,613 0.08
Q2  2024
≡ Viking Global Investors Buy 130,000 0.14
≡ Thomas Gayner - Markel Group Add 6.05% 27,500 0.08
Q1  2024
≡ Thomas Gayner - Markel Group Add 6.54% 27,905 0.07
Q4  2023
≡ Lee Ainslie - Maverick Capital Buy 485,100 2.28
≡ Thomas Gayner - Markel Group Add 41.53% 125,122 0.31
Q3  2023
≡ Thomas Gayner - Markel Group Add 137.11% 174,205 0.50
Q2  2023
≡ Stephen Mandel - Lone Pine Capital Add 7.71% 143,417 0.29
≡ Thomas Gayner - Markel Group Add 545.95% 107,389 0.28
Q1  2023
≡ Thomas Gayner - Markel Group Add 633.68% 16,989 0.04
Q4  2022
≡ Stephen Mandel - Lone Pine Capital Add 1.36% 26,960 0.06
≡ John Armitage - Egerton Capital Add 1.13% 13,720 0.03
≡ Thomas Gayner - Markel Group Buy 2,681 0.01
Q3  2022
≡ John Armitage - Egerton Capital Add 9.29% 103,214 0.18
Q2  2022
≡ Stephen Mandel - Lone Pine Capital Buy 2,289,151 3.98
≡ John Armitage - Egerton Capital Add 39.01% 311,849 0.39
Q1  2022
≡ John Armitage - Egerton Capital Buy 799,461 0.77
Q1  2021
≡ Lee Ainslie - Maverick Capital Add 16373.45% 846,835 1.13
Q2  2020
≡ Lee Ainslie - Maverick Capital Add 10.63% 2,605 0.00
Q1  2019
≡ Lee Ainslie - Maverick Capital Buy 90,360 0.08
Q3  2017
≡ Lee Ainslie - Maverick Capital Add 14.81% 8,740 0.01
Q1  2017
≡ Lee Ainslie - Maverick Capital Buy 71,650 0.04
Q2  2016
≡ Steven Romick - FPA Crescent Fund Buy 4,165,970 0.96
Q1  2014
≡ Stephen Mandel - Lone Pine Capital Buy 8,518,366 2.01
Q4  2013
≡ Chuck Akre - Akre Capital Management Add 0.88% 15,000 0.03
Q4  2012
≡ Chuck Akre - Akre Capital Management Add 13.33% 200,000 0.40
Q3  2012
≡ Chuck Akre - Akre Capital Management Add 20.00% 250,000 0.56
Q2  2012
≡ Chuck Akre - Akre Capital Management Add 56.25% 450,000 1.22
Q1  2012
≡ Chuck Akre - Akre Capital Management Add 166.67% 500,000 1.98
Q4  2011
≡ Chuck Akre - Akre Capital Management Add 3.65% 10,575 0.05
Q3  2011
≡ Chuck Akre - Akre Capital Management Add 193.98% 190,975 0.98
Q1  2011
≡ Chuck Akre - Akre Capital Management Add 392.25% 78,450 0.57
Q4  2010
≡ Chuck Akre - Akre Capital Management Buy 20,000 0.16

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.