LPL Financial Holdings Inc. (LPLA)
Sector: | Financials |
Super Investor Stats: | |
Ownership count: | 6 |
Ownership rank: | 66 |
% of all portfolios: | 0.146% |
Hold Price * : | $232.63 |
History | Portfolio Manager | Activity ▼ | Share change | % change to portfolio | |
Q3  2024 | |||||
≡ | 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 | |
≡ | Daniel Loeb - Third Point | Buy | 485,000 | 1.53 | |
≡ | Meridian Contrarian Fund | Buy | 33,256 | 1.39 | |
Q2  2024 | |||||
≡ | Thomas Gayner - Markel Group | Add 6.05% | 27,500 | 0.08 | |
≡ | Viking Global Investors | Buy | 130,000 | 0.14 | |
Q1  2024 | |||||
≡ | Thomas Gayner - Markel Group | Add 6.54% | 27,905 | 0.07 | |
Q4  2023 | |||||
≡ | Thomas Gayner - Markel Group | Add 41.53% | 125,122 | 0.31 | |
≡ | Lee Ainslie - Maverick Capital | Buy | 485,100 | 2.28 | |
Q3  2023 | |||||
≡ | 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 | |
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 | |||||
≡ | John Armitage - Egerton Capital | Add 39.01% | 311,849 | 0.39 | |
≡ | Stephen Mandel - Lone Pine Capital | Buy | 2,289,151 | 3.98 | |
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.