A detailed history of Southpoint Capital Advisors LP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Southpoint Capital Advisors LP holds 750,000 shares of LPLA stock, worth $251 Million. This represents 4.88% of its overall portfolio holdings.

Number of Shares
750,000
Previous 500,000 50.0%
Holding current value
$251 Million
Previous $140 Million 24.99%
% of portfolio
4.88%
Previous 4.07%

Shares

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

Nov 14, 2024

BUY
$193.0 - $282.1 $48.3 Million - $70.5 Million
250,000 Added 50.0%
750,000 $175 Million
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $98.7 Million - $111 Million
385,000 Added 334.78%
500,000 $140 Million
Q1 2024

May 15, 2024

SELL
$230.75 - $273.77 $17.3 Million - $20.5 Million
-75,000 Reduced 39.47%
115,000 $30.4 Million
Q2 2023

Aug 14, 2023

SELL
$180.95 - $217.9 $1.81 Million - $2.18 Million
-10,000 Reduced 5.0%
190,000 $41.3 Million
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $76.8 Million - $102 Million
-400,000 Reduced 66.67%
200,000 $40.5 Million
Q4 2022

Feb 14, 2023

SELL
$206.94 - $269.62 $15.5 Million - $20.2 Million
-75,000 Reduced 11.11%
600,000 $130 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $94.9 Million - $128 Million
-550,000 Reduced 44.9%
675,000 $147 Million
Q2 2022

Aug 15, 2022

SELL
$167.48 - $218.52 $29.3 Million - $38.2 Million
-175,000 Reduced 12.5%
1,225,000 $226 Million
Q1 2022

May 16, 2022

SELL
$143.67 - $190.77 $14.4 Million - $19.1 Million
-100,000 Reduced 6.67%
1,400,000 $256 Million
Q2 2021

Aug 16, 2021

SELL
$134.61 - $156.7 $37 Million - $43.1 Million
-275,000 Reduced 15.49%
1,500,000 $202 Million
Q1 2021

May 17, 2021

BUY
$103.11 - $146.29 $2.58 Million - $3.66 Million
25,000 Added 1.43%
1,775,000 $252 Million
Q4 2020

Feb 16, 2021

BUY
$76.15 - $104.25 $22.8 Million - $31.3 Million
300,000 Added 20.69%
1,750,000 $182 Million
Q2 2020

Aug 14, 2020

SELL
$48.65 - $85.54 $23.1 Million - $40.6 Million
-475,000 Reduced 24.68%
1,450,000 $114 Million
Q1 2020

May 15, 2020

BUY
$39.02 - $98.86 $6.83 Million - $17.3 Million
175,000 Added 10.0%
1,925,000 $105 Million
Q4 2019

Feb 14, 2020

BUY
$72.1 - $94.26 $18 Million - $23.6 Million
250,000 Added 16.67%
1,750,000 $161 Million
Q3 2019

Nov 14, 2019

SELL
$70.66 - $87.4 $38.9 Million - $48.1 Million
-550,000 Reduced 26.83%
1,500,000 $123 Million
Q2 2019

Aug 14, 2019

SELL
$70.51 - $84.91 $9.93 Million - $12 Million
-140,784 Reduced 6.43%
2,050,000 $167 Million
Q1 2019

May 15, 2019

SELL
$59.74 - $77.93 $39.4 Million - $51.4 Million
-659,216 Reduced 23.13%
2,190,784 $153 Million
Q4 2018

Feb 14, 2019

BUY
$53.2 - $65.69 $23.9 Million - $29.6 Million
450,000 Added 18.75%
2,850,000 $174 Million
Q3 2018

Nov 14, 2018

BUY
$63.88 - $69.99 $9.58 Million - $10.5 Million
150,000 Added 6.67%
2,400,000 $155 Million
Q2 2018

Aug 14, 2018

BUY
$56.49 - $72.22 $127 Million - $162 Million
2,250,000 New
2,250,000 $147 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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