LPLA

Lpl Financial Holdings Inc

Latest period2024 - Q4Total superinvestors79

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 79 superinvestors own shares of Lpl Financial Holdings Inc (LPLA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Lpl Financial Holdings Inc (LPLA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Lpl Financial Holdings Inc (LPLA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Lpl Financial Holdings Inc (LPLA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Aryn Sands@Family Wealth Partners, Llc
Recent Activity
Decreased -27.06%
16.75%
$35.218M
107,861 shares@ 326.51 avg price
Maribeth Rahe@Fort Washington Investment Advisors Inc Oh
Recent Activity
Decreased -2.07%
0.13%
$21.571M
66,065 shares@ 326.51 avg price
Sandi King@Reinhart Partners, Llc.
Recent Activity
Decreased -72.06%
0.45%
$11.56M
35,404 shares@ 326.51 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -5.08%
0.04%
$11.231M
34,398 shares@ 326.51 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
Decreased -0.59%
0.82%
$6.582M
28,294 shares@ 232.63 avg price
Cameron Clement@Eagle Rock Investment Company, Llc
Recent Activity
Decreased -0.09%
0.98%
$5.888M
18,034 shares@ 326.51 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Decreased -20.85%
0.13%
$4.033M
12,351 shares@ 326.52 avg price
Teresa M. Nilsen@Hennessy Advisors Inc
Recent Activity
Decreased -6.14%
0.11%
$3.494M
10,700 shares@ 326.51 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Decreased -5.56%
0.24%
$2.458M
7,528 shares@ 326.51 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -55.52%
0.03%
$1.191M
3,648 shares@ 326.49 avg price