LPL Financial Holdings Inc. (LPLA)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 5 |
| Ownership rank: | 93 |
| % of all portfolios: | 0.128% |
| Hold Price * : | $232.63 |
| History | Portfolio Manager | Activity | Share change | % change to portfolio ▼ | |
| Q3 2024 | |||||
| ≡ | Viking Global Investors | Sell 100.00% | 130,000 | 0.14 | |
| Q2 2024 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 17.34% | 57,288 | 0.30 | |
| Q1 2024 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 31.88% | 154,668 | 0.79 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 8.43% | 155,044 | 0.32 | |
| Q4 2023 | |||||
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 4.24% | 18,065 | 0.07 | |
| Q3 2023 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 8.13% | 162,944 | 0.37 | |
| Q2 2023 | |||||
| ≡ | John Armitage - Egerton Capital | Sell 100.00% | 1,019,727 | 2.23 | |
| Q1 2023 | |||||
| ≡ | John Armitage - Egerton Capital | Reduce 16.98% | 208,517 | 0.46 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 7.36% | 147,681 | 0.28 | |
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 3.11% | 13,705 | 0.05 | |
| Q4 2022 | |||||
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 9.79% | 47,752 | 0.19 | |
| Q3 2022 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 201,371 | 0.93 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 13.49% | 308,789 | 0.64 | |
| Q2 2022 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 47.70% | 183,696 | 0.85 | |
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 11.73% | 64,819 | 0.21 | |
| Q1 2022 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 19.62% | 94,010 | 0.31 | |
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 8.88% | 53,879 | 0.15 | |
| Q4 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 7.82% | 40,668 | 0.08 | |
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 4.88% | 31,150 | 0.07 | |
| Q3 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 15.50% | 95,324 | 0.17 | |
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 9.45% | 66,593 | 0.15 | |
| Q2 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 27.81% | 236,938 | 0.30 | |
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 7.01% | 53,116 | 0.09 | |
| Q1 2021 | |||||
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 21.75% | 210,565 | 0.42 | |
| Q4 2020 | |||||
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 20.70% | 252,682 | 0.36 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 69.06% | 11,546 | 0.02 | |
| Q3 2020 | |||||
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 2.50% | 31,357 | 0.04 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 38.31% | 10,383 | 0.01 | |
| Q2 2020 | |||||
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 15.08% | 222,429 | 0.25 | |
| Q1 2020 | |||||
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 13.40% | 228,105 | 0.19 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 50.16% | 24,652 | 0.03 | |
| Q4 2019 | |||||
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 26.81% | 623,681 | 0.63 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 27.65% | 18,786 | 0.03 | |
| Q3 2019 | |||||
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 10.85% | 283,211 | 0.25 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 1.76% | 1,216 | 0.00 | |
| Q2 2019 | |||||
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 1.10% | 29,078 | 0.03 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 23.47% | 21,210 | 0.02 | |
| Q1 2019 | |||||
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 15.03% | 466,907 | 0.32 | |
| Q4 2018 | |||||
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 1.44% | 45,285 | 0.03 | |
| Q2 2018 | |||||
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 10.53% | 371,024 | 0.20 | |
| Q1 2018 | |||||
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 8.16% | 313,111 | 0.17 | |
| Q4 2017 | |||||
| ≡ | Steven Romick - FPA Crescent Fund | Reduce 7.95% | 330,990 | 0.16 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 67,770 | 0.04 | |
| Q2 2017 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 17.61% | 12,620 | 0.01 | |
| Q4 2015 | |||||
| ≡ | Chuck Akre - Akre Capital Management | Sell 100.00% | 750,500 | 0.70 | |
| Q3 2015 | |||||
| ≡ | Chuck Akre - Akre Capital Management | Reduce 43.08% | 568,089 | 0.53 | |
| Q2 2015 | |||||
| ≡ | Chuck Akre - Akre Capital Management | Reduce 10.01% | 146,596 | 0.17 | |
| Q1 2015 | |||||
| ≡ | Chuck Akre - Akre Capital Management | Reduce 14.57% | 249,815 | 0.26 | |
| Q4 2014 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Sell 100.00% | 8,518,366 | 1.57 | |
* "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.