John Armitage
Egerton Capital
John Armitage LPL Financial Holdings Inc stake
total: 222
Egerton Capital LPLA trades
- Total transactions:
- 12
- New positions:
- 3
- Sold out:
- 3
- Added:
- 4
- Reduced:
- 2
- Held since:
- 2025 Q4
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, John Armitage doesn't hold any LPL Financial Holdings Inc (LPLA) shares. To date, the estimated cost basis is nearly $357.17 for "buy" trades and estimated average "sell" price is $357.17. Egerton Capital first purchased LPLA in 2022 Q1, initially acquiring 799,461 shares. John Armitage later completely sold out the position and invested in LPL Financial Holdings Inc again in 2025 Q4. Since the initial investment in LPL Financial Holdings Inc (LPLA), Egerton Capital has made 11 more transactions.
When did John Armitage sell LPL Financial Holdings Inc (LPLA)?
John Armitage sold off the entire LPL Financial Holdings Inc (LPLA) position in 2026 Q1.
When did John Armitage buy LPL Financial Holdings Inc (LPLA)?
John Armitage first invested in LPL Financial Holdings Inc (LPLA) in 2022 Q1 at the reported quarter-end price of $182.68 per share.
What's the cost basis of Egerton Capital's LPLA stake?
The estimated cost basis for LPL Financial Holdings Inc (LPLA) stake is around $357.17 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $357.17
- Weighted AVG sell price:
- $357.17
John Armitage's historical trades in LPL Financial Holdings Inc
12 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.00%
|
0
|
$357.17
|
|
-100% (-254,813)
|
-0.99%
|
|
2025 Q4
|
0.99%
|
254,813
|
$357.17
|
$91,011,559
|
new
|
+0.99%
|
|
2025 Q3
|
0.00%
|
0
|
$374.97
|
|
-100% (-832,516)
|
-3.2%
|
|
2025 Q2
|
3.20%
|
832,516
|
$374.97
|
$312,168,525
|
-4.45% (-38,749)
|
-0.17%
|
|
2025 Q1
|
3.29%
|
871,265
|
$327.14
|
$285,025,632
|
+238.08% (+613,555)
|
+2.32%
|
|
2024 Q4
|
0.97%
|
257,710
|
$326.51
|
$84,144,892
|
new
|
+0.97%
|
|
2023 Q2
|
0.00%
|
0
|
$202.40
|
|
-100% (-1,019,727)
|
-2.23%
|
|
2023 Q1
|
2.23%
|
1,019,727
|
$202.40
|
$206,392,745
|
-16.98% (-208,517)
|
-0.36%
|
|
2022 Q4
|
2.28%
|
1,228,244
|
$216.17
|
$265,509,505
|
+1.13% (+13,720)
|
+0.03%
|
|
2022 Q3
|
2.06%
|
1,214,524
|
$218.48
|
$265,349,000
|
+9.29% (+103,214)
|
+0.18%
|
|
2022 Q2
|
1.38%
|
$184.48
|
+39.01% (+311,849)
|
|||
|
2022 Q1
|
0.77%
|
$182.68
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.