Daniel Loeb Lpl Financial Holdings Inc. Transaction History
Third Point LLC
- $7.14 Billion
- Q3 2025
A detailed history of Daniel Loeb (Third Point LLC) transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Third Point LLC holds 594,143 shares of LPLA stock, worth $220 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
594,143
Previous 625,000
4.94%
Holding current value
$220 Million
Previous $234 Million
15.66%
% of portfolio
2.77%
Previous 4.24%
Shares
4 transactions
Others Institutions Holding LPLA
# of Institutions
856Shares Held
79.4MCall Options Held
206KPut Options Held
236K-
Vanguard Group Inc Valley Forge, PA8.3MShares$3.08 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.97 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.36 Billion1.34% of portfolio
-
Dodge & Cox San Francisco, CA3.33MShares$1.23 Billion0.64% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.24MShares$1.2 Billion0.36% of portfolio
About LPL Financial Holdings Inc.
- 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...