LPL Financial Holdings Inc. (LPLA)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 6 |
| Ownership rank: | 115 |
| % of all portfolios: | 0.115% |
| Hold Price * : | $300.83 |
| Total insider Buys/Sells last 6 months: |
| Transactions | Total |
| Buys |
0 |
$0 |
| Sells |
31 |
$4,997,964 |
|
Portfolio Manager |
% of portfolio |
Recent activity |
Shares |
Value |
| ≡ |
Stephen Mandel - Lone Pine Capital |
4.92 |
Reduce 1.20% |
2,049,967 |
616,692,000 |
| ≡ |
Thomas Gayner - Markel Group |
1.41 |
|
559,951 |
168,450,000 |
| ≡ |
First Pacific Advisors |
1.38 |
Reduce 17.24% |
320,624 |
96,453,000 |
| ≡ |
Dodge & Cox Funds |
0.69 |
Add 5.00% |
4,146,547 |
1,247,406,000 |
| ≡ |
William Von Mueffling - Cantillon Capital Management |
0.65 |
Reduce 11.96% |
324,927 |
97,748,000 |
| ≡ |
First Eagle Investment Management |
0.00 |
Reduce 40.00% |
6 |
2,000 |
Open Market Insider Buys
| Date Filed |
Reporting Name |
Relationship |
Trans. Date |
Shares |
Price $ |
Total Value $ |
| 05 May 2023 |
GLAVIN WILLIAM FRANCIS JR |
Director |
04 May 2023 |
557 |
180.23 |
100,388 |
| 21 Nov 2022 |
SIMONICH BRENT |
EVP, CAO and Treasurer |
18 Nov 2022 |
920 |
219.15 |
201,618 |
| 21 Nov 2022 |
GLAVIN WILLIAM FRANCIS JR |
Director |
18 Nov 2022 |
458 |
217.74 |
99,725 |
* "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.
P = Preferred Stock