Number of Shares
970,737.00
Current Holdings Value*
$317.57 Mil
% of Portfolio
10.61%
Total Estimate Gain
$202.92 Mil
% of Total Estimate Gain
61.75%

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's LPL Financial Holdings Inc Holding Summary

As of 2025-03-31, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP held 970,737.00 shares of LPL Financial Holdings Inc(LPLA), totaling $317.57 Mil. This investment constitutes 10.61% of their stock portfolio, and DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP now holds 1.21% of the outstanding LPL Financial Holdings Inc(LPLA) stock.

The initial trade took place in 2021Q4. And since then DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP has made 6 purchases of LPLA, at an average price of $191.27, for a total of 1.72 Mil shares. In addition, there have been 6 sales at an average price of $218.71 for 747,214.00 shares. Based on historical transaction data and LPLA's current price of $379.18, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's estimated gain on his LPLA holdings is $202.92 Mil, reflecting a 61.75% gain to date.

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP LPLA ($379.18) Holding Chart

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP LPLA ($379.18) 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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