Global Concentrated Portfolio LPLA Holdings History
Global Concentrated Portfolio's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND INC held 34,010.00 shares of LPL Financial Holdings Inc(LPLA), totaling $11.13 Mil. This investment constitutes 4.28% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND INC now holds 0.04% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2024Q1. And since then Global Concentrated Portfolio has made 3 purchases of LPLA, at an average price of $281.75, for a total of 48,162.00 shares. In addition, there have been 2 sales at an average price of $243.40 for 14,152.00 shares. Based on historical transaction data and LPLA's current price of $379.29, Global Concentrated Portfolio's estimated gain on his LPLA holdings is $2.77 Mil, reflecting a 20.45% gain to date.
Global Concentrated Portfolio LPLA ($379.29) Holding Chart
Global Concentrated Portfolio LPLA ($379.29) 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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