Steve Mandel: 16 LPL Financial Holdings transactions (Lone Pine

16 Steve Mandel LPL Financial Holdings Trades

Steve Mandel acquired 2.05M LPL Financial Holdings shares worth $593M. That's 3.67% of their equity portfolio (9th largest holding). The investor owns 2.57% of the outstanding LPL Financial Holdings stock. The first LPL Financial Holdings trade was made in Q1 2014. Since then Steve Mandel bought shares six more times and sold shares on nine occasions. The stake costed the investor $451M, netting the investor a gain of 31% so far.

Avg closing price

Price range

Sold 1.2% shares (-25k shares) Q1 2026

Avg closing price $343.98

Price range $284.05 - $393.25

Sold 8.0% shares (-181k shares) Q4 2025

Avg closing price $353.69

Price range $312.18 - $387.58

Increased shares by 20.5% (+383k shares) Q3 2025

Avg closing price $362.84

Price range $332.69 - $399.00

Increased shares by 6.1% (+108k shares) Q2 2025

Avg closing price $350.47

Price range $283.31 - $388.96

Sold 8.3% shares (-159k shares) Q1 2025

Avg closing price $348.40

Price range $308.87 - $383.33

Sold 11.8% shares (-257k shares) Q4 2024

Avg closing price $297.34

Price range $229.85 - $335.91

Increased shares by 29.4% (+495k shares) Q3 2024

Avg closing price $226.14

Price range $193.00 - $282.10

Sold 8.4% shares (-155k shares) Q1 2024

Avg closing price $252.41

Price range $230.75 - $273.77

Sold 8.1% shares (-163k shares) Q3 2023

Avg closing price $232.22

Price range $218.49 - $247.52

Increased shares by 7.7% (+143k shares) Q2 2023

Avg closing price $200.25

Price range $180.95 - $217.90

Sold 7.4% shares (-148k shares) Q1 2023

Avg closing price $228.60

Price range $192.00 - $255.57

Increased shares by 1.4% (+27k shares) Q4 2022

Avg closing price $233.77

Price range $206.94 - $269.17

Sold 13.5% shares (-309k shares) Q3 2022

Avg closing price $212.68

Price range $172.53 - $233.20

New holding (+2.29M shares) Q2 2022

Avg closing price $189.92

Price range $167.48 - $218.52

Sold -8.52M shares Q4 2014

Avg closing price $43.04

Price range $40.26 - $45.58

New holding (+8.52M shares) Q1 2014

Avg closing price $52.79

Price range $47.08 - $55.93

News about LPL Financial Holdings Inc and Steve Mandel

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Insider Monkey, almost 4 years ago

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GuruFocus, almost 4 years ago