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
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Decreased -26.19%
0.02%
$937,410
2,871 shares@ 326.51 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Decreased -2.05%
0.03%
$808,091
2,475 shares@ 326.51 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Decreased -17.77%
0.06%
$611,447
1,873 shares@ 326.46 avg price
Michael Ptaszenski@Thrive Wealth Management, Llc
Recent Activity
Decreased -2.36%
0.08%
$403,566
1,236 shares@ 326.51 avg price
Jeffrey McGrath@Cetera Trust Company, N.a
Recent Activity
Decreased -0.43%
0.25%
$377,119
1,155 shares@ 326.51 avg price
Staci Compagno@Portside Wealth Group, Llc
Recent Activity
Decreased -1.17%
0.04%
$214,485
922 shares@ 232.64 avg price
Scott Kapusta@First County Bank Ct
Recent Activity
Decreased -29.6%
0.14%
$246,842
756 shares@ 326.52 avg price
Wren Green@Eagle Bay Advisors Llc
Recent Activity
Decreased -10.67%
0.13%
$199,503
611 shares@ 326.52 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -47.36%
0.01%
$6,530
20 shares@ 326.5 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
Decreased -16.66%
0.01%
$3,265
10 shares@ 326.5 avg price