Boston Partners LPLA Holdings History

Number of Shares
3.51 Mil
Current Holdings Value*
$1.15 Bil
% of Portfolio
1.39%
Total Estimate Gain
$495.24 Mil
% of Total Estimate Gain
51.91%

Boston Partners's LPL Financial Holdings Inc Holding Summary

As of 2025-03-31, Boston Partners held 3.51 Mil shares of LPL Financial Holdings Inc(LPLA), totaling $1.15 Bil. This investment constitutes 1.39% of their stock portfolio, and Boston Partners now holds 4.39% of the outstanding LPL Financial Holdings Inc(LPLA) stock.

The initial trade took place in 2018Q4. And since then Boston Partners has made 12 purchases of LPLA, at an average price of $229.34, for a total of 4.16 Mil shares. In addition, there have been 14 sales at an average price of $261.98 for 645,283.00 shares. Based on historical transaction data and LPLA's current price of $364.27, Boston Partners's estimated gain on his LPLA holdings is $495.24 Mil, reflecting a 51.91% gain to date.

Boston Partners LPLA ($364.27) Holding Chart

Boston Partners LPLA ($364.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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