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
Terry M. Stanford@Diversified Trust Co
Recent Activity
Increased 0.41%
0.05%
$2.036M
6,237 shares@ 326.51 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Increased 47.94%
0.06%
$1.728M
5,293 shares@ 326.51 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
Increased 15.25%
0.07%
$1.583M
4,847 shares@ 326.51 avg price
Jesper Bonnivier@Avanza Fonder Ab
Recent Activity
New Position
0.05%
$1.46M
4,473 shares@ 326.51 avg price
Dan Mohr@Retireful, Llc
Recent Activity
New Position
0.82%
$1.456M
4,460 shares@ 326.52 avg price
Lori Van Dusen@Lvw Advisors, Llc
Recent Activity
Increased 2.04%
0.17%
$1.362M
4,171 shares@ 326.52 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 5.78%
0.02%
$1.257M
3,849 shares@ 326.58 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -55.52%
0.03%
$1.191M
3,648 shares@ 326.49 avg price
Aryn Sands@Yarbrough Capital, Llc
Recent Activity
0.05%
$1.097M
3,361 shares@ 326.51 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
New Position
0.57%
$1.085M
3,322 shares@ 326.51 avg price