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LPL Financial Holdings Inc

LPLA

LPL Financial Holdings Inc

LPL Financial Holdings Inc 13F Holders

LPLA Stock Ownership Activity

# of activities:
2
AVG reported price*:
$209.92
Current price*:
+54.02%($323.32)
2 value investing gurus have made changes to the LPL Financial Holdings Inc (LPLA) position according to the gurus' 2023 Q2 SEC quarterly report(s). LPLA has been completely sold out by 1 guru(s), the number of LPLA shares has been increased by 1 super investor(s).

Which gurus or hedge funds bought LPLA in 2023 Q2?

According to the 2023 Q2 SEC filing(s) LPL Financial Holdings Inc (LPLA) has been bought by Stephen Mandel - Lone Pine Capital (added shares +7.71%).
To see more about who is investing in LPL Financial Holdings Inc (LPLA), please go to the LPLA ownership page.
2 results
History Name Company % or
activity 		Shares
change 		Shares
held after* 		% change
to portfolio 		% of
portfolio 		Held since* Held for*
Stephen Mandel
Lone Pine Capital
+7.71%
+143,417
2,003,058
+0.29%
3.99%
2022 Q2
≈ 1.25 years
John Armitage
Egerton Capital
-100%
-1,019,727
0
-2.23%
0.00%
2022 Q1
≈ 1.25 years
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* AVG reported price: weighted average based on position sizes. Larger holdings have proportionally more influence on the average. This doesn't represent the actual buy or sell price. It is the split-adjusted average price of the securities as of the last day of the reported period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.