A detailed history of Junto Capital Management LP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Junto Capital Management LP holds 295,000 shares of LPLA stock, worth $93.5 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
295,000
Previous 568,834 48.14%
Holding current value
$93.5 Million
Previous $159 Million 56.79%
% of portfolio
1.58%
Previous 3.3%

Shares

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

Nov 14, 2024

SELL
$193.0 - $282.1 $17.6 Million - $25.7 Million
-91,248 Reduced 16.04%
477,586 $111 Million
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $33.6 Million - $37.9 Million
131,160 Added 29.97%
568,834 $159 Million
Q1 2024

May 15, 2024

SELL
$230.75 - $273.77 $17.7 Million - $21 Million
-76,641 Reduced 14.9%
437,674 $116 Million
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $21.2 Million - $24.2 Million
100,918 Added 24.41%
514,315 $117 Million
Q3 2023

Nov 14, 2023

SELL
$218.49 - $247.52 $30 Million - $33.9 Million
-137,158 Reduced 24.91%
413,397 $98.2 Million
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $59.8 Million - $72 Million
330,335 Added 150.0%
550,555 $120 Million
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $24.1 Million - $32.1 Million
-125,548 Reduced 36.31%
220,220 $44.6 Million
Q4 2022

Feb 14, 2023

SELL
$206.94 - $269.62 $12.2 Million - $15.9 Million
-58,790 Reduced 14.53%
345,768 $74.7 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $39.3 Million - $53.1 Million
-227,535 Reduced 36.0%
404,558 $88.4 Million
Q2 2022

Aug 15, 2022

SELL
$167.48 - $218.52 $42.3 Million - $55.2 Million
-252,528 Reduced 28.55%
632,093 $117 Million
Q1 2022

May 16, 2022

BUY
$143.67 - $190.77 $6.68 Million - $8.87 Million
46,507 Added 5.55%
884,621 $162 Million
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $8.08 Million - $9.27 Million
52,961 Added 6.75%
838,114 $134 Million
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $34.3 Million - $43.3 Million
268,465 Added 51.96%
785,153 $123 Million
Q2 2021

Aug 16, 2021

SELL
$134.61 - $156.7 $19.4 Million - $22.6 Million
-144,145 Reduced 21.81%
516,688 $69.7 Million
Q1 2021

May 17, 2021

SELL
$103.11 - $146.29 $40.9 Million - $58 Million
-396,726 Reduced 37.51%
660,833 $93.9 Million
Q4 2020

Feb 16, 2021

BUY
$76.15 - $104.25 $13.1 Million - $17.9 Million
172,075 Added 19.43%
1,057,559 $110 Million
Q3 2020

Nov 16, 2020

BUY
$74.14 - $85.09 $18.3 Million - $21 Million
247,332 Added 38.76%
885,484 $67.9 Million
Q2 2020

Aug 14, 2020

SELL
$48.65 - $85.54 $28.7 Million - $50.4 Million
-589,221 Reduced 48.01%
638,152 $50 Million
Q1 2020

May 15, 2020

BUY
$39.02 - $98.86 $12.6 Million - $32 Million
323,706 Added 35.82%
1,227,373 $66.8 Million
Q4 2019

Feb 14, 2020

SELL
$72.1 - $94.26 $9.18 Million - $12 Million
-127,271 Reduced 12.35%
903,667 $83.4 Million
Q3 2019

Nov 14, 2019

BUY
$70.66 - $87.4 $18.6 Million - $23 Million
263,355 Added 34.31%
1,030,938 $84.4 Million
Q2 2019

Aug 14, 2019

BUY
$70.51 - $84.91 $11.5 Million - $13.9 Million
163,330 Added 27.03%
767,583 $62.6 Million
Q1 2019

May 15, 2019

BUY
$59.74 - $77.93 $5.62 Million - $7.33 Million
94,013 Added 18.43%
604,253 $42.1 Million
Q4 2018

Feb 14, 2019

BUY
$53.2 - $65.69 $27.1 Million - $33.5 Million
510,240 New
510,240 $31.2 Million
Q1 2018

May 15, 2018

SELL
$57.2 - $65.99 $30.7 Million - $35.5 Million
-537,348 Closed
0 $0
Q4 2017

Feb 14, 2018

SELL
$48.68 - $57.7 $14.1 Million - $16.7 Million
-288,871 Reduced 34.96%
537,348 $30.7 Million
Q3 2017

Nov 14, 2017

BUY
$45.09 - $51.58 $37.3 Million - $42.6 Million
826,219
826,219 $42.6 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 $25.3B
  • 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 Junto Capital Management LP Portfolio

Follow Junto Capital Management 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 Junto Capital Management LP, based on Form 13F filings with the SEC.

News

Stay updated on Junto Capital Management LP with notifications on news.