A detailed history of Hmi Capital Management, L.P. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Hmi Capital Management, L.P. holds 692,543 shares of LPLA stock, worth $232 Million. This represents 7.06% of its overall portfolio holdings.

Number of Shares
692,543
Previous 569,643 21.57%
Holding current value
$232 Million
Previous $159 Million 1.3%
% of portfolio
7.06%
Previous 6.35%

Shares

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

Nov 14, 2024

BUY
$193.0 - $282.1 $23.7 Million - $34.7 Million
122,900 Added 21.57%
692,543 $161 Million
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $50.8 Million - $57.3 Million
198,300 Added 53.4%
569,643 $159 Million
Q1 2024

May 15, 2024

BUY
$230.75 - $273.77 $85.7 Million - $102 Million
371,343 New
371,343 $98.1 Million
Q1 2019

May 13, 2019

SELL
$59.74 - $77.93 $20.3 Million - $26.5 Million
-340,363 Closed
0 $0
Q4 2018

Feb 12, 2019

SELL
$53.2 - $65.69 $5.27 Million - $6.51 Million
-99,089 Reduced 22.55%
340,363 $20.8 Million
Q3 2018

Nov 13, 2018

SELL
$63.88 - $69.99 $2.72 Million - $2.98 Million
-42,569 Reduced 8.83%
439,452 $28.3 Million
Q1 2018

May 14, 2018

SELL
$57.2 - $65.99 $80 Million - $92.2 Million
-1,397,920 Reduced 74.36%
482,021 $29.4 Million
Q3 2017

Nov 13, 2017

BUY
$45.09 - $51.58 $84.8 Million - $97 Million
1,879,941
1,879,941 $96.9 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 $26.7B
  • 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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