A detailed history of Dodge & Cox transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Dodge & Cox holds 1,523,460 shares of LPLA stock, worth $564 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,523,460
Previous 470,109 224.07%
Holding current value
$564 Million
Previous $153 Million 224.69%
% of portfolio
0.3%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

BUY
$308.87 - $383.33 $325 Million - $404 Million
1,053,351 Added 224.07%
1,523,460 $498 Million
Q4 2024

Feb 13, 2025

BUY
$229.85 - $335.91 $104 Million - $153 Million
454,553 Added 2922.04%
470,109 $153 Million
Q3 2024

Nov 13, 2024

BUY
$193.0 - $282.1 $3 Million - $4.39 Million
15,556 New
15,556 $3.62 Million

Others Institutions Holding LPLA

About LPL Financial Holdings Inc.


  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $29.6B
  • Description
  • LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...
More about LPLA
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