Junto Capital Management LP Lpl Financial Holdings Inc. Transaction History

Junto Capital Management LP

  • $4.6 Billion
  • Q3 2025

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 351,210 shares of LPLA stock, worth $130 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares
351,210
Previous 232,846 50.83%
Holding current value
$130 Million
Previous $87.3 Million 33.83%
% of portfolio
2.54%
Previous 1.94%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$332.69 - $399.0 $39.4 Million - $47.2 Million
118,364 Added 50.83%
351,210 $117 Million
Q2 2025

Aug 14, 2025
SELL
$283.31 - $388.96 $46.6 Million - $64 Million
-164,520 Reduced 41.4%
232,846 $87.3 Million
Q1 2025

May 15, 2025
SELL
$308.87 - $383.33 $2.66 Million - $3.31 Million
-8,624 Reduced 2.12%
397,366 $130 Million
Q4 2024

Feb 14, 2025
SELL
$229.85 - $335.91 $16.5 Million - $24 Million
-71,596 Reduced 14.99%
405,990 $133 Million
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

# of Institutions
855
Shares Held
79.4M
Call Options Held
206K
Put Options Held
236K
View Full List

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • 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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