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
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 2.61%
0.03%
$809,418
2,479 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
Craig Silberg@Everpar Advisors Llc
Recent Activity
Increased 0.13%
0.41%
$794,072
2,432 shares@ 326.51 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Increased 168.89%
0.01%
$711,139
2,178 shares@ 326.52 avg price
Julie Wilson@Oak Thistle Llc
Recent Activity
Increased 121.97%
0.2%
$650,082
1,991 shares@ 326.52 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Decreased -17.77%
0.06%
$611,447
1,873 shares@ 326.46 avg price
David Maxey@Heritage Family Offices, Llp
Recent Activity
Increased 1.28%
0.29%
$571,141
1,749 shares@ 326.56 avg price
Kenneth D Hochstetler@Everence Capital Management Inc
Recent Activity
New Position
0.04%
$526,000
1,610 shares@ 326.71 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
Increased 3.62%
0.03%
$521,387
1,578 shares@ 330.42 avg price