Current Value of Holding

$242 Million

Shares

625 Thousand

% of Portfolio

4.14%

Average Buy Price

$245

Avg closing price
Price range

3 Daniel Loeb LPL Financial Holdings Trades

Daniel Loeb's position in LPL Financial Holdings is currently worth $242 Million. That's 4.14% of their equity portfolio (6th largest holding). 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 30 Thousand shares. The stake costed the investor $153 Million, netting the investor a gain of 58% so far.

Avg closing price
Price range
Sold 4.6% shares (-30 Thousand shares) Q1 2025
Avg closing price $348.40
Price range $308.87 - $383.33
Increased shares by 35.1% (+170 Thousand shares) Q4 2024
Avg closing price $297.34
Price range $229.85 - $335.91
New holding (+485 Thousand shares) Q3 2024
Avg closing price $226.14
Price range $193.00 - $282.10

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