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    1. <form id=SSjMaZxIp><nobr id=SSjMaZxIp></nobr></form>
      <address id=SSjMaZxIp><nobr id=SSjMaZxIp><nobr id=SSjMaZxIp></nobr></nobr></address>

      Current Value of Holding

      $225M

      Shares

      625k

      % of Portfolio

      3.07%

      Average Buy Price

      $245

      Avg closing price
      Price range

      3 Daniel Loeb LPL Financial Holdings Trades

      Daniel Loeb's position in LPL Financial Holdings is currently worth $225M. That's 3.07% of their equity portfolio (12th largest holding). Daniel Loeb started to build up the position in LPL Financial Holdings in Q3 2024 and continued to invest until Q4 2024. Since then they sold 30k shares. The stake costed the investor $153M, netting the investor a gain of 47% so far.

      Avg closing price
      Price range
      Sold 4.6% shares (-30k shares) Q1 2025
      Avg closing price $348.40
      Price range $308.87 - $383.33
      Increased shares by 35.1% (+170k shares) Q4 2024
      Avg closing price $297.34
      Price range $229.85 - $335.91
      New holding (+485k shares) Q3 2024
      Avg closing price $226.14
      Price range $193.00 - $282.10

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