A detailed history of Eminence Capital, LP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Eminence Capital, LP holds 1,078,109 shares of LPLA stock, worth $356 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares
1,078,109
Previous 669,251 61.09%
Holding current value
$356 Million
Previous $187 Million 34.23%
% of portfolio
3.79%
Previous 3.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$193.0 - $282.1 $78.9 Million - $115 Million
408,858 Added 61.09%
1,078,109 $251 Million
Q2 2024

Aug 14, 2024

SELL
$256.41 - $288.82 $17.1 Million - $19.2 Million
-66,615 Reduced 9.05%
669,251 $187 Million
Q1 2024

May 15, 2024

SELL
$230.75 - $273.77 $14.7 Million - $17.5 Million
-63,891 Reduced 7.99%
735,866 $194 Million
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $3.26 Million - $3.72 Million
15,532 Added 1.98%
799,757 $182 Million
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $12 Million - $14.4 Million
66,106 Added 9.21%
784,225 $171 Million
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $53.9 Million - $71.7 Million
280,540 Added 64.11%
718,119 $145 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $43.1 Million - $56.2 Million
208,440 Added 90.97%
437,579 $94.6 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $731,872 - $989,234
4,242 Added 1.89%
229,139 $50.1 Million
Q2 2022

Aug 15, 2022

BUY
$167.48 - $218.52 $37.7 Million - $49.1 Million
224,897 New
224,897 $41.5 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 $26.3B
  • 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
Track This Portfolio

Track Eminence Capital, LP Portfolio

Follow Eminence Capital, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eminence Capital, LP, based on Form 13F filings with the SEC.

News

Stay updated on Eminence Capital, LP with notifications on news.