Daniel Loeb LPL Financial Holdings Inc

Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$245

Avg closing price
Price range
Daniel Loeb Portfolio Stock Details (LPLA)

6 Daniel Loeb LPL Financial Holdings Trades

Daniel Loeb started to build up the position in LPL Financial Holdings in Q3 2024 and continued to invest until Q4 2024. Since then they sold 655k shares. The investor completely sold their stake between Q1 2025 and Q1 2026.

Avg closing price
Price range
Sold -510k shares Q1 2026
Avg closing price $343.98
Price range $284.05 - $393.25
Sold 14.2% shares (-84.1k shares) Q4 2025
Avg closing price $353.69
Price range $312.18 - $387.58
Sold 4.9% shares (-30.9k shares) Q3 2025
Avg closing price $362.84
Price range $332.69 - $399.00
Sold 4.6% shares (-30k shares) Q1 2025
Avg closing price $348.40
Price range $308.87 - $383.33
Increased shares by 35.1% (+170k shares) Q4 2024
Avg closing price $297.34
Price range $229.85 - $335.91
New holding (+485k shares) Q3 2024
Avg closing price $226.14
Price range $193.00 - $282.10
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