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
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 9865.11%
0.08%
$4.848M
14,848 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
Peter Fox@Tt International Asset Management Ltd
Recent Activity
Increased 6.9%
0.57%
$3.932M
12,043 shares@ 326.5 avg price
Teresa M. Nilsen@Hennessy Advisors Inc
Recent Activity
Decreased -6.14%
0.11%
$3.494M
10,700 shares@ 326.51 avg price
Laura Flanagan@Oliver Luxxe Assets Llc
Recent Activity
Increased 5.03%
0.5%
$2.871M
8,794 shares@ 326.52 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.02%
0.01%
$1.799M
7,732 shares@ 232.62 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Decreased -5.56%
0.24%
$2.458M
7,528 shares@ 326.51 avg price
Dena Soule@Integrated Investment Consultants, Llc
Recent Activity
Increased 3.64%
0.49%
$2.437M
7,465 shares@ 326.51 avg price
Jack Alexander Earp@Donoghue Forlines Llc
Recent Activity
New Position
0.71%
$2.11M
6,463 shares@ 326.51 avg price
Rasmus Kroner@Nordea Investment Management Ab
Recent Activity
Increased 4.65%
0.01%
$2.094M
6,416 shares@ 326.32 avg price