LPL Financial Holdings Inc. (LPLA)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 8 |
| Ownership rank: | 60 |
| % of all portfolios: | 0.173% |
| Hold Price * : | $357.17 |
| Total insider Buys/Sells last 6 months: |
| Transactions | Total |
| Buys |
0 |
$0 |
| Sells |
39 |
$5,562,612 |
|
Portfolio Manager |
% of portfolio |
Recent activity |
Shares |
Value |
| ≡ |
Stephen Mandel - Lone Pine Capital |
5.44 |
Reduce 8.01% |
2,074,948 |
741,109,000 |
| ≡ |
Daniel Loeb - Third Point |
2.51 |
Reduce 14.16% |
510,000 |
182,157,000 |
| ≡ |
First Pacific Advisors |
1.86 |
Reduce 12.65% |
387,412 |
138,372,000 |
| ≡ |
Thomas Gayner - Markel Group |
1.59 |
Add 1.20% |
559,951 |
199,998,000 |
| ≡ |
John Armitage - Egerton Capital |
0.99 |
Buy |
254,813 |
91,012,000 |
| ≡ |
Dodge & Cox Funds |
0.76 |
Add 18.61% |
3,948,970 |
1,410,454,000 |
| ≡ |
William Von Mueffling - Cantillon Capital Management |
0.71 |
Buy |
369,068 |
131,820,000 |
| ≡ |
First Eagle Investment Management |
0.00 |
Buy |
10 |
4,000 |
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