John Gunn - Dodge & Cox
Holding/activity history for LPL Financial Holdings Inc. (LPLA)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 4,146,547 | 0.69 | Add 5.00% | 0.03 | $300.83 | $1,247,405,734 | SEC |
| 2025 Q4 | 3,948,970 | 0.76 | Add 18.61% | 0.12 | $357.17 | $1,410,453,615 | SEC |
| 2025 Q3 | 3,329,255 | 0.60 | Add 23.23% | 0.11 | $332.69 | $1,107,609,846 | SEC |
| 2025 Q2 | 2,701,709 | 0.57 | Add 77.34% | 0.25 | $374.97 | $1,013,059,824 | SEC |
| 2025 Q1 | 1,523,460 | 0.28 | Add 224.07% | 0.19 | $327.14 | $498,384,704 | SEC |
| 2024 Q4 | 470,109 | 0.09 | Add 2,922.04% | 0.09 | $326.51 | $153,495,290 | SEC |
| 2024 Q3 | 15,556 | <0.01 | Buy | <0.01 | $232.63 | $3,618,792 | SEC |