LPLA
LPL Financial Holdings Inc
LPL Financial Holdings Inc historical holders
total: 7
Cantillon Capital Management LPL Financial Holdings Inc transactions over time
- Total transactions:
- 2
- New positions:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q4
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q1
William Von Mueffling has been an institutional investor in LPL Financial Holdings Inc (LPLA) since 2025 Q4. According to 2026 Q1 report, William Von Mueffling holds 324,927 shares with a market value of roughly $97.75M representing 0.65% of their equity portfolio. The fund/company first acquired LPLA in 2025 Q4, initially purchasing 369,068 shares. Since the initial investment, Cantillon Capital Management has made 1 more transaction in this position.
Does William Von Mueffling still hold LPLA?
Yes, William Von Mueffling continues to hold LPL Financial Holdings Inc (LPLA). According to their 2026 Q1 report, they maintain a position of 324,927 shares valued at approximately $97.75M, representing 0.65% of their equity portfolio.
When did William Von Mueffling first invest in LPLA?
William Von Mueffling first invested in LPL Financial Holdings Inc (LPLA) in 2025 Q4 at the reported quarter-end price of $357.17 per share, acquiring 369,068 shares in their initial purchase.
What is William Von Mueffling's average cost basis for LPLA?
Based on historical transaction data, William Von Mueffling's estimated cost basis for LPL Financial Holdings Inc (LPLA) is approximately $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:
- $300.83
LPLA transactions history by Cantillon Capital Management
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.65%
|
324,927
|
$300.83
|
$97,747,790
|
-11.96% (-44,141)
|
-0.07%
|
|
2025 Q4
|
0.71%
|
369,068
|
$357.17
|
$131,820,017
|
new
|
+0.71%
|
* 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.