A detailed history of Lee Ainslie (Maverick Capital LTD) transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Maverick Capital LTD holds 497,075 shares of LPLA stock, worth $158 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
497,075
Previous 273,144 81.98%
Holding current value
$158 Million
Previous $76.3 Million 51.64%
% of portfolio
2.4%
Previous 1.5%

Shares

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

Nov 14, 2024

BUY
$193.0 - $282.1 $43.2 Million - $63.2 Million
223,931 Added 81.98%
497,075 $116 Million
Q2 2024

Aug 14, 2024

SELL
$256.41 - $288.82 $14.7 Million - $16.5 Million
-57,288 Reduced 17.34%
273,144 $76.3 Million
Q1 2024

May 15, 2024

SELL
$230.75 - $273.77 $35.7 Million - $42.3 Million
-154,668 Reduced 31.88%
330,432 $87.3 Million
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $102 Million - $116 Million
485,100 New
485,100 $110 Million
Q2 2022

Aug 15, 2022

SELL
$167.48 - $218.52 $30.8 Million - $40.1 Million
-183,696 Reduced 47.7%
201,371 $37.1 Million
Q1 2022

May 16, 2022

SELL
$143.67 - $190.77 $13.5 Million - $17.9 Million
-94,010 Reduced 19.62%
385,067 $70.3 Million
Q4 2021

Feb 14, 2022

SELL
$152.65 - $175.02 $6.21 Million - $7.12 Million
-40,668 Reduced 7.82%
479,077 $76.7 Million
Q3 2021

Nov 15, 2021

SELL
$127.58 - $161.13 $12.2 Million - $15.4 Million
-95,324 Reduced 15.5%
519,745 $81.5 Million
Q2 2021

Aug 16, 2021

SELL
$134.61 - $156.7 $31.9 Million - $37.1 Million
-236,938 Reduced 27.81%
615,069 $83 Million
Q1 2021

May 17, 2021

BUY
$103.11 - $146.29 $87.3 Million - $124 Million
846,835 Added 16373.45%
852,007 $121 Million
Q4 2020

Feb 16, 2021

SELL
$76.15 - $104.25 $879,227 - $1.2 Million
-11,546 Reduced 69.06%
5,172 $539,000
Q3 2020

Nov 16, 2020

SELL
$74.14 - $85.09 $769,795 - $883,489
-10,383 Reduced 38.31%
16,718 $1.28 Million
Q2 2020

Aug 14, 2020

BUY
$48.65 - $85.54 $126,733 - $222,831
2,605 Added 10.63%
27,101 $2.13 Million
Q1 2020

May 15, 2020

SELL
$39.02 - $98.86 $961,921 - $2.44 Million
-24,652 Reduced 50.16%
24,496 $1.33 Million
Q4 2019

Feb 14, 2020

SELL
$72.1 - $94.26 $1.35 Million - $1.77 Million
-18,786 Reduced 27.65%
49,148 $4.53 Million
Q3 2019

Nov 14, 2019

SELL
$70.66 - $87.4 $85,922 - $106,278
-1,216 Reduced 1.76%
67,934 $5.56 Million
Q2 2019

Aug 14, 2019

SELL
$70.51 - $84.91 $1.5 Million - $1.8 Million
-21,210 Reduced 23.47%
69,150 $5.64 Million
Q1 2019

May 15, 2019

BUY
$59.74 - $77.93 $5.4 Million - $7.04 Million
90,360 New
90,360 $6.29 Million
Q4 2017

Feb 13, 2018

SELL
$48.68 - $57.7 $3.3 Million - $3.91 Million
-67,770 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
$45.09 - $51.58 $3.06 Million - $3.5 Million
67,770
67,770 $3.5 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 $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
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