Stephen Mandel Lpl Financial Holdings Inc. Transaction History

Lone Pine Capital LLC

$10.9 Billion
Q1 2025

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 1,764,015 shares of LPLA stock, worth $651 Million. This represents 5.31% of its overall portfolio holdings.

Number of Shares

1,764,015

Previous 1,922,748 8.26%

Holding current value

$651 Million

Previous $628 Million 8.08%

% of portfolio

5.31%

Previous 4.93%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$308.87 - $383.33 $49 Million - $60.8 Million	-158,733 Reduced 8.26%	1,764,015 $577 Million
Q4 2024 Feb 14, 2025	SELL	$229.85 - $335.91 $59.2 Million - $86.5 Million	-257,389 Reduced 11.81%	1,922,748 $628 Million
Q3 2024 Nov 14, 2024	BUY	$193.0 - $282.1 $95.5 Million - $140 Million	495,067 Added 29.38%	2,180,137 $507 Million
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

# of Institutions

878

Shares Held

77.1M

Call Options Held

193K

Put Options Held

360K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $29.4B
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

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.

Account