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
Dominic Corabi@Wedmont Private Capital
Recent Activity
Increased 3.62%
0.03%
$521,387
1,578 shares@ 330.42 avg price
Kenneth W Pegher Jr@Sfg Wealth Management, Llc.
Recent Activity
Increased 1.05%
0.24%
$441,699
1,353 shares@ 326.46 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 34.02%
0.01%
$425,769
1,304 shares@ 326.51 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 4.63%
0.01%
$369,720
1,132 shares@ 326.61 avg price
Michael Schremser@Tsfg, Llc
Recent Activity
Increased 0.12%
0.06%
$282,000
864 shares@ 326.39 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
Increased 129.27%
0.03%
$184,152
564 shares@ 326.52 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 71.64%
0.01%
$116,564
357 shares@ 326.51 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
Increased 7.61%
0.02%
$64,649
198 shares@ 326.52 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 190.48%
0.01%
$19,917
61 shares@ 326.51 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
Increased 10.53%
0.01%
$13,713
42 shares@ 326.5 avg price