John Armitage - Egerton Capital (UK)
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% | 0.99 | $282.27–400.16 · VW $327.33i | SEC | |
| 2025 Q4 | 254,813 | 0.99 | Buy | 0.99 | $310.70–395.75 · VW $362.14i | $91,011,559 | SEC |
| 2025 Q3 | 0 | 0.00 | Sell 100.00% | 3.20 | $318.87–403.58 · VW $361.96i | SEC | |
| 2025 Q2 | 832,516 | 3.20 | Reduce 4.45% | 0.15 | $262.83–390.23 · VW $338.13i | $312,168,525 | SEC |
| 2025 Q1 | 871,265 | 3.29 | Add 238.08% | 2.32 | $306.71–384.04 · VW $351.32i | $285,025,632 | SEC |
| 2024 Q4 | 257,710 | 0.97 | Buy | 0.97 | $222.75–336.40 · VW $292.41i | $84,144,892 | SEC |
| 2023 Q2 | 0 | 0.00 | Sell 100.00% | 2.61 | $179.00–219.18 · VW $201.64i | SEC | |
| 2023 Q1 | 1,019,727 | 2.61 | Reduce 16.98% | 0.45 | $188.52–257.65 · VW $224.99i | $206,392,745 | SEC |
| 2022 Q4 | 1,228,244 | 2.63 | Add 1.13% | 0.03 | $203.90–271.56 · VW $236.89i | $265,509,505 | SEC |
| 2022 Q3 | 1,214,524 | 2.33 | Add 9.29% | 0.20 | $169.68–236.58 · VW $215.60i | $265,349,000 | SEC |
| 2022 Q2 | 1,111,310 | 1.57 | Add 39.01% | 0.44 | $165.47–220.80 · VW $191.35i | $205,014,000 | SEC |
| 2022 Q1 | 799,461 | 0.87 | Buy | 0.87 | $140.65–196.29 · VW $173.71i | $146,046,000 | SEC |
Price snapshot:
Current price$321.06
52-week low$260.15
52-week high$402.11