Daniel Loeb's LPLA Position
LPL FINL HLDGS INC — 6 quarters of data (Q3 2024 to Q4 2025)
Current Shares
510.0K
Current Value
$182.16M
Peak Shares
655.0K
Q4 2024
Overall Change
+5%
Shares Over Time
Q3 2024
485.0K
Q4 2024
655.0K
+35%
Q1 2025
625.0K
-5%
Q2 2025
625.0K
0%
Q3 2025
594.1K
-5%
Q4 2025
510.0K
-14%
Quarterly Detail
| Quarter | Shares | Value | $/Share | Change | Shares Δ |
|---|---|---|---|---|---|
| Q4 2025 2026-02-17 | 510.0K | $182.16M | $357.17 | -14% | -84,143 |
| Q3 2025 2025-11-14 | 594.1K | $197.66M | $332.69 | -5% | -30,857 |
| Q2 2025 2025-08-14 | 625.0K | $234.36M | $374.97 | 0% | 0 |
| Q1 2025 2025-05-15 | 625.0K | $204.46M | $327.14 | -5% | -30,000 |
| Q4 2024 2025-02-14 | 655.0K | $213.86B | $326510.00 | +35% | +170.0K |
| Q3 2024 2024-11-14 | 485.0K | $112.83M | $232.63 | New | - |