LPLA Stock Ownership Activity

LPL FINANCIAL HOLDINGS INC 13F holders

4 value investing gurus have made changes to the LPL FINANCIAL HOLDINGS INC (LPLA) position according to the gurus' latest SEC quarterly report(s). LPLA has been bought (as a new position) by 2 guru(s), the number of LPLA shares has been increased by 1, decreased by 1 super investor(s).

Which gurus or hedge funds are buying LPLA now?

According to the latest SEC filing(s) LPL FINANCIAL HOLDINGS INC (LPLA) has been bought by 3 gurus: John Armitage - Egerton Capital (new buy), V. D. Dodge, E. M. Cox - Dodge & Cox Stock Fund (new buy) and Daniel Loeb - Third Point (added shares +35.05%).

To see more about who is investing in LPL FINANCIAL HOLDINGS INC (LPLA), please go to the LPLA ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2024 Q4 (4 results)
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
buy
+218,830
+0.06%
0.06%
John Armitage
Egerton Capital
buy
+257,710
+0.97%
0.97%
Daniel Loeb
Third Point
+35.05%
+170,000
+0.75%
2.88%
Stephen Mandel
Lone Pine Capital
-11.81%
-257,389
-0.62%
4.66%
Current price: $329.70 0.98% AVG reported price*: $326.51
2024 Q3 (3 results)
Daniel Loeb
Third Point
buy
+485,000
+1.52%
1.52%
Stephen Mandel
Lone Pine Capital
+29.38%
+495,067
+0.86%
3.78%
Ole Andreas Halvorsen
Viking Global Investors
-100.00%
-130,000
-0.13%
0.00%
Current price: $329.70 41.73% AVG reported price*: $232.63
2024 Q2 (1 result)
Ole Andreas Halvorsen
Viking Global Investors
buy
+130,000
+0.14%
0.00%
Current price: $329.70 18.05% Reported price*: $279.30
2024 Q1 (1 result)
Stephen Mandel
Lone Pine Capital
-8.43%
-155,044
-0.32%
3.51%
Current price: $329.70 24.79% Reported price*: $264.20
2023 Q3 (1 result)
Stephen Mandel
Lone Pine Capital
-8.13%
-162,944
-0.37%
4.22%
Current price: $329.70 38.73% Reported price*: $237.65
2023 Q2 (2 results)
Stephen Mandel
Lone Pine Capital
+7.71%
+143,417
+0.29%
3.99%
John Armitage
Egerton Capital
-100.00%
-1,019,727
-2.13%
0.00%
Current price: $329.70 51.64% AVG reported price*: $217.43
2023 Q1 (2 results)
Stephen Mandel
Lone Pine Capital
-7.36%
-147,681
-0.28%
3.48%
John Armitage
Egerton Capital
-16.98%
-208,517
-0.46%
0.00%
Current price: $329.70 62.90% AVG reported price*: $202.40
2022 Q4 (2 results)
Stephen Mandel
Lone Pine Capital
+1.36%
+26,960
+0.06%
4.14%
John Armitage
Egerton Capital
+1.13%
+13,720
+0.03%
2.28%
Current price: $329.70 52.52% AVG reported price*: $216.17
2022 Q3 (2 results)
John Armitage
Egerton Capital
+9.29%
+103,214
+0.18%
2.06%
Stephen Mandel
Lone Pine Capital
-13.49%
-308,789
-0.64%
4.08%
Current price: $329.70 50.91% AVG reported price*: $218.48
2022 Q2 (2 results)
Stephen Mandel
Lone Pine Capital
buy
+2,289,151
+3.98%
3.98%
John Armitage
Egerton Capital
+39.01%
+311,849
+0.39%
1.38%
Current price: $329.70 78.72% AVG reported price*: $184.48
2022 Q1 (1 result)
John Armitage
Egerton Capital
buy
+799,461
+0.77%
0.77%
Current price: $329.70 80.48% Reported price*: $182.68
2015 Q4 (1 result)
Chuck Akre
Akre Capital Management
-100.00%
-750,500
-0.66%
0.00%
Current price: $329.70 729.03% Reported price*: $39.77
2015 Q3 (1 result)
Chuck Akre
Akre Capital Management
-43.08%
-568,089
-0.52%
0.00%
Current price: $329.70 729.03% Reported price*: $39.77
2015 Q2 (1 result)
Chuck Akre
Akre Capital Management
-10.01%
-146,596
-0.16%
1.48%
Current price: $329.70 609.19% Reported price*: $46.49
2015 Q1 (1 result)
Chuck Akre
Akre Capital Management
-14.57%
-249,815
-0.27%
1.61%
Current price: $329.70 651.71% Reported price*: $43.86
2014 Q4 (1 result)
Stephen Mandel
Lone Pine Capital
-100.00%
-8,518,366
-1.68%
0.00%
Current price: $329.70 615.96% Reported price*: $46.05
2014 Q1 (1 result)
Stephen Mandel
Lone Pine Capital
buy
+8,518,366
+2.01%
2.01%
Current price: $329.70 527.52% Reported price*: $52.54
2013 Q4 (1 result)
Chuck Akre
Akre Capital Management
+0.88%
+15,000
+0.03%
2.99%
Current price: $329.70 600.74% Reported price*: $47.05
2013 Q2 (1 result)
Chuck Akre
Akre Capital Management
buy
+1,700,000
+2.90%
2.90%
Current price: $329.70 773.15% Reported price*: $37.76
29 of 29

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.