A detailed history of Stephen Mandel (Lone Pine Capital LLC) transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Lone Pine Capital LLC holds 1,685,070 shares of LPLA stock, worth $462 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares
1,685,070
Previous 1,685,070 -0.0%
Holding current value
$462 Million
Previous $445 Million 5.72%
% of portfolio
3.9%
Previous 3.51%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$230.75 - $273.77 $35.8 Million - $42.4 Million
-155,044 Reduced 8.43%
1,685,070 $445 Million
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $34.2 Million - $39.1 Million
-162,944 Reduced 8.13%
1,840,114 $419 Million
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $26 Million - $31.3 Million
143,417 Added 7.71%
2,003,058 $436 Million
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $28.4 Million - $37.7 Million
-147,681 Reduced 7.36%
1,859,641 $376 Million
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $5.58 Million - $7.27 Million
26,960 Added 1.36%
2,007,322 $434 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $53.3 Million - $72 Million
-308,789 Reduced 13.49%
1,980,362 $433 Million
Q2 2022

Aug 15, 2022

BUY
$167.48 - $218.52 $383 Million - $500 Million
2,289,151 New
2,289,151 $422 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 $21.9B
  • 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 Stephen Mandel's Portfolio

Track Stephen Mandel Portfolio

Follow Stephen Mandel (Lone Pine Capital LLC) 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 Lone Pine Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lone Pine Capital LLC and Stephen Mandel with notifications on news.