LPL Financial Holdings Inc. (LPLA)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 7 |
| Ownership rank: | 49 |
| % of all portfolios: | 0.228% |
| Hold Price * : | $326.51 |
| Total insider Buys/Sells last 6 months: |
| Transactions | Total |
| Buys |
0 |
$0 |
| Sells |
14 |
$15,900,095 |
|
Portfolio Manager |
% of portfolio |
Recent activity |
Shares |
Value |
| ≡ |
Stephen Mandel - Lone Pine Capital |
4.66 |
Reduce 11.81% |
1,922,748 |
627,796,000 |
| ≡ |
Lee Ainslie - Maverick Capital |
3.46 |
Add 18.24% |
587,721 |
191,897,000 |
| ≡ |
Daniel Loeb - Third Point |
2.91 |
Add 35.05% |
655,000 |
213,864,000 |
| ≡ |
Meridian Contrarian Fund |
2.38 |
Add 15.03% |
38,256 |
12,491,000 |
| ≡ |
Steven Romick - FPA Crescent Fund |
2.14 |
|
408,466 |
133,368,000 |
| ≡ |
Thomas Gayner - Markel Group |
1.53 |
Add 2.31% |
532,404 |
173,835,000 |
| ≡ |
John Armitage - Egerton Capital |
0.97 |
Buy |
257,710 |
84,145,000 |
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