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
≡ Thomas Gayner - Markel Group Add 8.01% 38,613 0.08
≡ Viking Global Investors Sell 100.00% 130,000 0.14
≡ Stephen Mandel - Lone Pine Capital Add 29.38% 495,067 0.86
≡ Lee Ainslie - Maverick Capital Add 81.98% 223,931 1.01
≡ Daniel Loeb - Third Point Buy 485,000 1.53
Q2  2024
≡ Thomas Gayner - Markel Group Add 6.05% 27,500 0.08
≡ Viking Global Investors Buy 130,000 0.14
≡ Lee Ainslie - Maverick Capital Reduce 17.34% 57,288 0.30
Q1  2024
≡ Thomas Gayner - Markel Group Add 6.54% 27,905 0.07
≡ Stephen Mandel - Lone Pine Capital Reduce 8.43% 155,044 0.32
≡ Lee Ainslie - Maverick Capital Reduce 31.88% 154,668 0.79
Q4  2023
≡ Steven Romick - FPA Crescent Fund Reduce 4.24% 18,065 0.07
≡ Thomas Gayner - Markel Group Add 41.53% 125,122 0.31
≡ Lee Ainslie - Maverick Capital Buy 485,100 2.28
Q3  2023
≡ Stephen Mandel - Lone Pine Capital Reduce 8.13% 162,944 0.37
≡ Thomas Gayner - Markel Group Add 137.11% 174,205 0.50
Q2  2023
≡ Thomas Gayner - Markel Group Add 545.95% 107,389 0.28
≡ Stephen Mandel - Lone Pine Capital Add 7.71% 143,417 0.29
≡ John Armitage - Egerton Capital Sell 100.00% 1,019,727 2.23
Q1  2023
≡ Thomas Gayner - Markel Group Add 633.68% 16,989 0.04
≡ Steven Romick - FPA Crescent Fund Reduce 3.11% 13,705 0.05
≡ Stephen Mandel - Lone Pine Capital Reduce 7.36% 147,681 0.28
≡ John Armitage - Egerton Capital Reduce 16.98% 208,517 0.46
Q4  2022
≡ Thomas Gayner - Markel Group Buy 2,681 0.01
≡ John Armitage - Egerton Capital Add 1.13% 13,720 0.03
≡ Stephen Mandel - Lone Pine Capital Add 1.36% 26,960 0.06
≡ Steven Romick - FPA Crescent Fund Reduce 9.79% 47,752 0.19
Q3  2022
≡ John Armitage - Egerton Capital Add 9.29% 103,214 0.18
≡ Stephen Mandel - Lone Pine Capital Reduce 13.49% 308,789 0.64
≡ Lee Ainslie - Maverick Capital Sell 100.00% 201,371 0.93
Q2  2022
≡ Steven Romick - FPA Crescent Fund Reduce 11.73% 64,819 0.21
≡ John Armitage - Egerton Capital Add 39.01% 311,849 0.39
≡ Lee Ainslie - Maverick Capital Reduce 47.70% 183,696 0.85
≡ Stephen Mandel - Lone Pine Capital Buy 2,289,151 3.98
Q1  2022
≡ Steven Romick - FPA Crescent Fund Reduce 8.88% 53,879 0.15
≡ Lee Ainslie - Maverick Capital Reduce 19.62% 94,010 0.31
≡ John Armitage - Egerton Capital Buy 799,461 0.77
Q4  2021
≡ Steven Romick - FPA Crescent Fund Reduce 4.88% 31,150 0.07
≡ Lee Ainslie - Maverick Capital Reduce 7.82% 40,668 0.08
Q3  2021
≡ Steven Romick - FPA Crescent Fund Reduce 9.45% 66,593 0.15
≡ Lee Ainslie - Maverick Capital Reduce 15.50% 95,324 0.17
Q2  2021
≡ Steven Romick - FPA Crescent Fund Reduce 7.01% 53,116 0.09
≡ Lee Ainslie - Maverick Capital Reduce 27.81% 236,938 0.30
Q1  2021
≡ Steven Romick - FPA Crescent Fund Reduce 21.75% 210,565 0.42
≡ Lee Ainslie - Maverick Capital Add 16373.45% 846,835 1.13
Q4  2020
≡ Lee Ainslie - Maverick Capital Reduce 69.06% 11,546 0.02
≡ Steven Romick - FPA Crescent Fund Reduce 20.70% 252,682 0.36
Q3  2020
≡ Lee Ainslie - Maverick Capital Reduce 38.31% 10,383 0.01
≡ Steven Romick - FPA Crescent Fund Reduce 2.50% 31,357 0.04
Q2  2020
≡ Lee Ainslie - Maverick Capital Add 10.63% 2,605 0.00
≡ Steven Romick - FPA Crescent Fund Reduce 15.08% 222,429 0.25
Q1  2020
≡ Lee Ainslie - Maverick Capital Reduce 50.16% 24,652 0.03
≡ Steven Romick - FPA Crescent Fund Reduce 13.40% 228,105 0.19
Q4  2019
≡ Lee Ainslie - Maverick Capital Reduce 27.65% 18,786 0.03
≡ Steven Romick - FPA Crescent Fund Reduce 26.81% 623,681 0.63
Q3  2019
≡ Lee Ainslie - Maverick Capital Reduce 1.76% 1,216 0.00
≡ Steven Romick - FPA Crescent Fund Reduce 10.85% 283,211 0.25
Q2  2019
≡ Lee Ainslie - Maverick Capital Reduce 23.47% 21,210 0.02
≡ Steven Romick - FPA Crescent Fund Reduce 1.10% 29,078 0.03
Q1  2019
≡ Lee Ainslie - Maverick Capital Buy 90,360 0.08
≡ 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
≡ Lee Ainslie - Maverick Capital Sell 100.00% 67,770 0.04
≡ Steven Romick - FPA Crescent Fund Reduce 7.95% 330,990 0.16
Q3  2017
≡ Lee Ainslie - Maverick Capital Add 14.81% 8,740 0.01
Q2  2017
≡ Lee Ainslie - Maverick Capital Reduce 17.61% 12,620 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
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
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.