Daniel Loeb - Third Point
Holding/activity history for LPL Financial Holdings Inc. (LPLA)
← All LPLA superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | 2.51 | $282.27–400.16 · VW $327.33i | SEC | |
| 2025 Q4 | 510,000 | 2.51 | Reduce 14.16% | 0.31 | $310.70–395.75 · VW $362.14i | $182,156,700 | SEC |
| 2025 Q3 | 594,143 | 2.21 | Reduce 4.94% | 0.15 | $318.87–403.58 · VW $361.96i | $197,665,435 | SEC |
| 2025 Q2 | 625,000 | 3.11 | $374.97 | $234,356,250 | SEC | ||
| 2025 Q1 | 625,000 | 3.18 | Reduce 4.58% | 0.13 | $306.71–384.04 · VW $351.32i | $204,462,500 | SEC |
| 2024 Q4 | 655,000 | 2.91 | Add 35.05% | 0.76 | $222.75–336.40 · VW $292.41i | $213,864,050 | SEC |
| 2024 Q3 | 485,000 | 1.53 | Buy | 1.53 | $187.19–284.59 · VW $226.77i | $112,825,550 | SEC |
Price snapshot:
Current price$321.06
52-week low$260.15
52-week high$402.11