LPL Financial Holdings Inc. (LPLA)
| Sector: | Financials |
| |
| Super Investor Stats: | |
| Ownership count: | 4 |
| Ownership rank: | 135 |
| % of all portfolios: | 0.11% |
| Hold Price * : | $239.67 |
| History |
Portfolio Manager |
Activity ▼ |
Share change |
% change to portfolio |
| Q1 2024 |
| ≡ |
Thomas Gayner - Markel Asset Management |
Add 6.54% |
27,905 |
0.07 |
| Q4 2023 |
| ≡ |
Thomas Gayner - Markel Asset Management |
Add 41.53% |
125,122 |
0.31 |
| ≡ |
Lee Ainslie - Maverick Capital |
Buy |
485,100 |
2.28 |
| Q3 2023 |
| ≡ |
Thomas Gayner - Markel Asset Management |
Add 137.11% |
174,205 |
0.50 |
| Q2 2023 |
| ≡ |
Thomas Gayner - Markel Asset Management |
Add 545.95% |
107,389 |
0.28 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Add 7.71% |
143,417 |
0.29 |
| Q1 2023 |
| ≡ |
Thomas Gayner - Markel Asset Management |
Add 633.68% |
16,989 |
0.04 |
| Q4 2022 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Add 1.36% |
26,960 |
0.06 |
| ≡ |
John Armitage - Egerton Capital |
Add 1.13% |
13,720 |
0.03 |
| ≡ |
Thomas Gayner - Markel Asset Management |
Buy |
2,681 |
0.01 |
| Q3 2022 |
| ≡ |
John Armitage - Egerton Capital |
Add 9.29% |
103,214 |
0.18 |
| Q2 2022 |
| ≡ |
John Armitage - Egerton Capital |
Add 39.01% |
311,849 |
0.39 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
2,289,151 |
3.98 |
| Q1 2022 |
| ≡ |
John Armitage - Egerton Capital |
Buy |
799,461 |
0.77 |
| Q1 2021 |
| ≡ |
Lee Ainslie - Maverick Capital |
Add 16373.45% |
846,835 |
1.13 |
| Q2 2020 |
| ≡ |
Lee Ainslie - Maverick Capital |
Add 10.63% |
2,605 |
0.00 |
| Q1 2019 |
| ≡ |
Lee Ainslie - Maverick Capital |
Buy |
90,360 |
0.08 |
| Q3 2017 |
| ≡ |
Lee Ainslie - Maverick Capital |
Add 14.81% |
8,740 |
0.01 |
| Q1 2017 |
| ≡ |
Lee Ainslie - Maverick Capital |
Buy |
71,650 |
0.04 |
| Q2 2016 |
| ≡ |
Steven Romick - FPA Crescent Fund |
Buy |
4,165,970 |
0.96 |
| Q1 2014 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
8,518,366 |
2.01 |
| Q4 2013 |
| ≡ |
Chuck Akre - Akre Capital Management |
Add 0.88% |
15,000 |
0.03 |
| Q4 2012 |
| ≡ |
Chuck Akre - Akre Capital Management |
Add 13.33% |
200,000 |
0.40 |
| Q3 2012 |
| ≡ |
Chuck Akre - Akre Capital Management |
Add 20.00% |
250,000 |
0.56 |
| Q2 2012 |
| ≡ |
Chuck Akre - Akre Capital Management |
Add 56.25% |
450,000 |
1.22 |
| Q1 2012 |
| ≡ |
Chuck Akre - Akre Capital Management |
Add 166.67% |
500,000 |
1.98 |
| Q4 2011 |
| ≡ |
Chuck Akre - Akre Capital Management |
Add 3.65% |
10,575 |
0.05 |
| Q3 2011 |
| ≡ |
Chuck Akre - Akre Capital Management |
Add 193.98% |
190,975 |
0.98 |
| Q1 2011 |
| ≡ |
Chuck Akre - Akre Capital Management |
Add 392.25% |
78,450 |
0.57 |
| Q4 2010 |
| ≡ |
Chuck Akre - Akre Capital Management |
Buy |
20,000 |
0.16 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.