LPL Financial Holdings Inc. (LPLA)
Sector: | Financials |
Super Investor Stats: | |
Ownership count: | 4 |
Ownership rank: | 133 |
% of all portfolios: | 0.109% |
Hold Price * : | $234.87 |
Total insider Buys/Sells last 6 months: |
| Transactions | Total |
Buys |
0 |
$0 |
Sells |
36 |
$29,948,980 |
|
Portfolio Manager |
% of portfolio |
Recent activity |
Shares |
Value |
≡ |
Stephen Mandel - Lone Pine Capital |
3.62 |
|
1,840,114 |
418,847,000 |
≡ |
Lee Ainslie - Maverick Capital |
2.28 |
Buy |
485,100 |
110,418,000 |
≡ |
Steven Romick - FPA Crescent Fund |
1.72 |
|
408,466 |
107,917,000 |
≡ |
Thomas Gayner - Markel Asset Management |
1.06 |
Add 41.53% |
426,386 |
97,054,000 |
Open Market Insider Buys
Date Filed |
Reporting Name |
Relationship |
Trans. Date |
Shares |
Price $ |
Total Value $ |
05 May 2023 |
GLAVIN WILLIAM FRANCIS JR |
Director |
04 May 2023 |
557 |
180.23 |
100,388 |
21 Nov 2022 |
SIMONICH BRENT |
EVP, CAO and Treasurer |
18 Nov 2022 |
920 |
219.15 |
201,618 |
21 Nov 2022 |
GLAVIN WILLIAM FRANCIS JR |
Director |
18 Nov 2022 |
458 |
217.74 |
99,725 |
10 Mar 2022 |
GLAVIN WILLIAM FRANCIS JR |
Director |
08 Mar 2022 |
260 |
142.02 |
36,925 |
10 Mar 2022 |
GLAVIN WILLIAM FRANCIS JR |
Director |
08 Mar 2022 |
1,500 |
141.51 |
212,265 |
* "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.
P = Preferred Stock