LPLA Stock Ownership Activity

LPL FINANCIAL HOLDINGS INC 13F holders

1 value investing guru has made changes to the LPL FINANCIAL HOLDINGS INC (LPLA) position according to the gurus' latest SEC quarterly report(s). The number of LPLA shares has been 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 not been purchased by any super investor.

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 Q1 (1 result)
Stephen Mandel
Lone Pine Capital
-8.43%
-155,044
-0.32%
3.51%
Current price: $267.77 1.35% Reported price*: $264.20
2023 Q3 (1 result)
Stephen Mandel
Lone Pine Capital
-8.13%
-162,944
-0.37%
4.22%
Current price: $267.77 12.67% Reported price*: $237.65
2023 Q2 (2 results)
John Armitage
Egerton Capital
-100.00%
-1,019,727
-2.13%
0.00%
Stephen Mandel
Lone Pine Capital
+7.71%
+143,417
+0.29%
3.99%
Current price: $267.77 23.15% AVG reported price*: $217.43
2023 Q1 (2 results)
John Armitage
Egerton Capital
-16.98%
-208,517
-0.46%
0.00%
Stephen Mandel
Lone Pine Capital
-7.36%
-147,681
-0.28%
3.48%
Current price: $267.77 32.30% AVG reported price*: $202.40
2022 Q4 (2 results)
John Armitage
Egerton Capital
+1.13%
+8,369
+0.03%
1.39%
Stephen Mandel
Lone Pine Capital
+1.36%
+26,960
+0.06%
4.14%
Current price: $267.77 23.87% AVG reported price*: $216.17
2022 Q3 (2 results)
Stephen Mandel
Lone Pine Capital
-13.49%
-302,613
-0.64%
4.00%
John Armitage
Egerton Capital
+9.29%
+103,214
+0.18%
2.06%
Current price: $267.77 22.56% AVG reported price*: $218.48
2022 Q2 (2 results)
John Armitage
Egerton Capital
+39.01%
+311,849
+0.39%
1.38%
Stephen Mandel
Lone Pine Capital
buy
+2,289,151
+3.98%
3.98%
Current price: $267.77 45.15% AVG reported price*: $184.48
2022 Q1 (1 result)
John Armitage
Egerton Capital
buy
+799,461
+0.77%
0.77%
Current price: $267.77 46.58% Reported price*: $182.68
2015 Q4 (1 result)
Chuck Akre
Akre Capital Management
-100.00%
-484,072
-0.66%
0.00%
Current price: $267.77 573.30% Reported price*: $39.77
2015 Q3 (1 result)
Chuck Akre
Akre Capital Management
-43.08%
-366,417
-0.52%
0.00%
Current price: $267.77 573.30% Reported price*: $39.77
2015 Q2 (1 result)
Chuck Akre
Akre Capital Management
-10.01%
-120,941
-0.16%
1.22%
Current price: $267.77 475.97% Reported price*: $46.49
2015 Q1 (1 result)
Chuck Akre
Akre Capital Management
-14.57%
-127,405
-0.27%
0.82%
Current price: $267.77 510.51% Reported price*: $43.86
2014 Q4 (1 result)
Stephen Mandel
Lone Pine Capital
-100.00%
-4,386,958
-1.68%
0.00%
Current price: $267.77 481.48% Reported price*: $46.05
2014 Q1 (1 result)
Stephen Mandel
Lone Pine Capital
buy
+8,518,366
+2.01%
2.01%
Current price: $267.77 409.65% Reported price*: $52.54
2013 Q4 (1 result)
Chuck Akre
Akre Capital Management
+0.88%
+15,000
+0.03%
2.99%
Current price: $267.77 469.12% Reported price*: $47.05
2013 Q2 (1 result)
Chuck Akre
Akre Capital Management
buy
+1,700,000
+2.90%
2.90%
Current price: $267.77 609.14% Reported price*: $37.76
21 of 21

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.