Lee Ainslie - Maverick Capital
Holding/activity history for LPL Financial Holdings Inc. (LPLA)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 497,075 | 2.25 | Add 81.98% | 1.01 | $232.63 |
| 2024 Q2 | 273,144 | 1.45 | Reduce 17.34% | 0.30 | $279.30 |
| 2024 Q1 | 330,432 | 1.69 | Reduce 31.88% | 0.79 | $264.20 |
| 2023 Q4 | 485,100 | 2.28 | Buy | 2.28 | $227.62 |
| 2022 Q3 | 0 | 0 | Sell 100.00% | 0.93 | |
| 2022 Q2 | 201,371 | 0.93 | Reduce 47.70% | 0.85 | $184.48 |
| 2022 Q1 | 385,067 | 1.26 | Reduce 19.62% | 0.31 | $182.68 |
| 2021 Q4 | 479,077 | 0.93 | Reduce 7.82% | 0.08 | $160.09 |
| 2021 Q3 | 519,745 | 0.90 | Reduce 15.50% | 0.17 | $156.76 |
| 2021 Q2 | 615,069 | 0.78 | Reduce 27.81% | 0.30 | $134.98 |
| 2021 Q1 | 852,007 | 1.14 | Add 16373.45% | 1.13 | $142.16 |
| 2020 Q4 | 5,172 | 0.01 | Reduce 69.06% | 0.02 | $104.22 |
| 2020 Q3 | 16,718 | 0.02 | Reduce 38.31% | 0.01 | $76.68 |
| 2020 Q2 | 27,101 | 0.04 | Add 10.63% | 0.00 | $78.41 |
| 2020 Q1 | 24,496 | 0.03 | Reduce 50.16% | 0.03 | $54.42 |
| 2019 Q4 | 49,148 | 0.07 | Reduce 27.65% | 0.03 | $92.25 |
| 2019 Q3 | 67,934 | 0.08 | Reduce 1.76% | 0.00 | $81.90 |
| 2019 Q2 | 69,150 | 0.08 | Reduce 23.47% | 0.02 | $81.58 |
| 2019 Q1 | 90,360 | 0.08 | Buy | 0.08 | $69.65 |
| 2017 Q4 | 0 | 0 | Sell 100.00% | 0.04 | |
| 2017 Q3 | 67,770 | 0.04 | Add 14.81% | 0.01 | $51.57 |
| 2017 Q2 | 59,030 | 0.03 | Reduce 17.61% | 0.01 | $42.45 |
| 2017 Q1 | 71,650 | 0.04 | Buy | 0.04 | $39.83 |