LPL Financial Holdings Inc. (LPLA)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 4 |
| Ownership rank: | 207 |
| % of all portfolios: | 0.062% |
| Hold Price * : | $281.68 |
| Total insider Buys/Sells last 6 months: |
| Transactions | Total |
| Buys |
0 |
$0 |
| Sells |
9 |
$2,173,893 |
|
Portfolio Manager |
% of portfolio |
Recent activity |
Shares |
Value |
| ≡ |
Stephen Mandel - Lone Pine Capital |
2.10 |
Reduce 40.53% |
1,219,099 |
343,396,000 |
| ≡ |
Thomas Gayner - Markel Group |
1.20 |
|
559,951 |
157,727,000 |
| ≡ |
First Pacific Advisors |
1.14 |
Add 0.19% |
321,244 |
90,488,000 |
| ≡ |
Dodge & Cox Funds |
0.68 |
Add 10.42% |
4,578,679 |
1,289,722,000 |
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 |
* "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