Daniel Loeb - Third Point
Holding/activity history for LPL Financial Holdings Inc. (LPLA)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | 2.51 | SEC | ||
| 2025 Q4 | 510,000 | 2.51 | Reduce 14.16% | 0.31 | $357.17 | $182,156,700 | SEC |
| 2025 Q3 | 594,143 | 2.21 | Reduce 4.94% | 0.15 | $332.69 | $197,665,435 | SEC |
| 2025 Q2 | 625,000 | 3.11 | $374.97 | $234,356,250 | SEC | ||
| 2025 Q1 | 625,000 | 3.18 | Reduce 4.58% | 0.13 | $327.14 | $204,462,500 | SEC |
| 2024 Q4 | 655,000 | 2.91 | Add 35.05% | 0.76 | $326.51 | $213,864,050 | SEC |
| 2024 Q3 | 485,000 | 1.53 | Buy | 1.53 | $232.63 | $112,825,550 | SEC |