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LPLA - LPL FINL HLDGS INC

This page shows which of the focused investors we track hold LPLA and how their positions changed, so you can see how much conviction the group has in the stock.

In Q3 2022 it was held by 3 managers with an aggregate reported value of $819.91M, which is 0.09% of the combined portfolio.

As of Q3 2022, 3 tracked institutional managers held LPLA (LPL FINL HLDGS INC) with an aggregate reported value of $819.91M0.09% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q3 2022
Ticker
LPLA

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Stephen Mandel - Lone Pine Capital4.08%Reduce -13.5%1,980,362$432.67M
2John Armitage - Egerton Capital2.06%Add +9.3%1,214,524$265.35M
3First Pacific Advisors - First Pacific Advisors1.93%Reduce -0.8%557,925$121.9M
Loading holder history for LPLA