Richard Pzena - Pzena Investment Management
Holding/activity history for LPL Financial Holdings Inc. (LPLA)
← All LPLA superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $306.71–384.04 · VW $351.32i | SEC | |
| 2024 Q4 | 900 | <0.01 | Reduce 24.18% | <0.01 | $222.75–336.40 · VW $292.41i | $293,859 | SEC |
| 2024 Q3 | 1,187 | <0.01 | Reduce 22.97% | <0.01 | $187.19–284.59 · VW $226.77i | $276,132 | SEC |
| 2024 Q2 | 1,541 | <0.01 | Add 51.23% | <0.01 | $255.64–289.88 · VW $275.48i | $430,401 | SEC |
| 2024 Q1 | 1,019 | <0.01 | Reduce 14.15% | <0.01 | $223.81–274.35 · VW $253.01i | $269,220 | SEC |
| 2023 Q4 | 1,187 | <0.01 | Reduce 7.05% | <0.01 | $200.18–241.72 · VW $222.15i | $270,185 | SEC |
| 2023 Q3 | 1,277 | <0.01 | Reduce 14.58% | <0.01 | $214.03–250.65 · VW $231.24i | $303,479 | SEC |
| 2023 Q2 | 1,495 | <0.01 | Reduce 22.82% | <0.01 | $179.00–219.18 · VW $201.64i | $325,058 | SEC |
| 2023 Q1 | 1,937 | <0.01 | Reduce 43.59% | <0.01 | $188.52–257.65 · VW $224.99i | $392,049 | SEC |
| 2022 Q4 | 3,434 | <0.01 | Add 65.73% | <0.01 | $203.90–271.56 · VW $236.89i | $742,328 | SEC |
| 2022 Q3 | 2,072 | <0.01 | $218.63 | $453,000 | SEC | ||
| 2022 Q2 | 2,072 | <0.01 | Add 41.43% | <0.01 | $165.47–220.80 · VW $191.35i | $382,000 | SEC |
| 2022 Q1 | 1,465 | <0.01 | $182.94 | $268,000 | SEC | ||
| 2021 Q4 | 1,465 | <0.01 | Buy | <0.01 | $150.11–176.96 · VW $162.97i | $235,000 | SEC |
Price snapshot:
Current price$321.06
52-week low$260.15
52-week high$402.11