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      Current Value of Holding

      $80.1M

      Shares

      222k

      % of Portfolio

      0.22%

      Average Buy Price

      $274

      Avg closing price
      Price range

      15 Ron Baron LPL Financial Holdings Trades

      Ron Baron's position in LPL Financial Holdings is currently worth $80.1M. That's 0.22% of their equity portfolio (92nd largest holding). The first LPL Financial Holdings trade was made in Q4 2021. Since then Ron Baron bought shares twelve more times and sold shares on two occasions. The stake costed the investor $61M, netting the investor a gain of 31% so far.

      Avg closing price
      Price range
      Increased shares by 34.6% (+57.2k shares) Q2 2025
      Avg closing price $350.47
      Price range $283.31 - $388.96
      Increased shares by 38.0% (+45.5k shares) Q1 2025
      Avg closing price $348.40
      Price range $308.87 - $383.33
      Increased shares by 82.9% (+54.3k shares) Q4 2024
      Avg closing price $297.34
      Price range $229.85 - $335.91
      Sold 47.9% shares (-60.2k shares) Q3 2024
      Avg closing price $226.14
      Price range $193.00 - $282.10
      Increased shares by 3.0% (+3.6k shares) Q2 2024
      Avg closing price $271.44
      Price range $256.41 - $288.82
      Increased shares by 7.2% (+8.18k shares) Q1 2024
      Avg closing price $252.41
      Price range $230.75 - $273.77
      Increased shares by 3.2% (+3.5k shares) Q4 2023
      Avg closing price $224.79
      Price range $209.89 - $239.77
      Increased shares by 1.2% (+1.27k shares) Q3 2023
      Avg closing price $232.22
      Price range $218.49 - $247.52
      Increased shares by 12.9% (+12.4k shares) Q2 2023
      Avg closing price $200.25
      Price range $180.95 - $217.90
      Increased shares by 91.7% (+46.2k shares) Q1 2023
      Avg closing price $228.60
      Price range $192.00 - $255.57
      Sold 26.6% shares (-18.3k shares) Q4 2022
      Avg closing price $233.77
      Price range $206.94 - $269.17
      Increased shares by 44.9% (+21.3k shares) Q3 2022
      Avg closing price $212.68
      Price range $172.53 - $233.20
      Increased shares by 291.7% (+35.3k shares) Q2 2022
      Avg closing price $189.92
      Price range $167.48 - $218.52
      Increased shares by 15.2% (+1.6k shares) Q1 2022
      Avg closing price $174.14
      Price range $143.67 - $190.77
      New holding (+10.5k shares) Q4 2021
      Avg closing price $165.05
      Price range $152.65 - $175.02

      News about LPL Financial Holdings Inc and Ron Baron

      Should You Add LPL Financial Holdings (LPLA) to Your Portfolio Now?

      Should You Add LPL Financial Holdings (LPLA) to Your Portfolio Now?

      Baron Funds, an investment management company, released its ¡°Baron Asset Fund¡± third quarter 2022 investor letter. A copy of the same can be downloaded here....

      Yahoo Finance Yahoo Finance, almost 3 years ago
      Is it a Smart Move to Invest in LPL Financial Holdings (LPLA)?

      Is it a Smart Move to Invest in LPL Financial Holdings (LPLA)?

      Baron Funds, an asset management firm, published its ¡°Baron Fintech Fund¡± second quarter 2022 investor letter ¨C a copy of which can be downloaded here. In th...

      Insider Monkey Insider Monkey, almost 3 years ago
      Here¡¯s Why Baron Funds Remain Optimistic in LPLA

      Here¡¯s Why Baron Funds Remain Optimistic in LPLA

      Baron Funds, an asset management firm, published its "Baron Fintech Fund" first-quarter 2022 investor letter ¨C a copy of which can be downloaded here.

      Insider Monkey Insider Monkey, about 3 years ago

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