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 |
| Total insider Buys/Sells last 6 months: |
| Transactions | Total |
| Buys |
0 |
$0 |
| Sells |
1 |
$1,574,289 |
|
Portfolio Manager |
% of portfolio |
Recent activity |
Shares |
Value |
| ≡ |
Stephen Mandel - Lone Pine Capital |
3.78 |
Add 29.38% |
2,180,137 |
507,165,000 |
| ≡ |
Lee Ainslie - Maverick Capital |
2.25 |
Add 81.98% |
497,075 |
115,635,000 |
| ≡ |
Daniel Loeb - Third Point |
1.53 |
Buy |
485,000 |
112,826,000 |
| ≡ |
Steven Romick - FPA Crescent Fund |
1.48 |
|
408,466 |
95,021,000 |
| ≡ |
Thomas Gayner - Markel Group |
1.09 |
Add 8.01% |
520,404 |
121,061,000 |
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