Number of Shares
286,711.00
Current Holdings Value*
$93.79 Mil
% of Portfolio
5.11%
Total Estimate Gain
$105.83 Mil
% of Total Estimate Gain
39.54%

HMI Capital Management, L.P.'s LPL Financial Holdings Inc Holding Summary

As of 2025-03-31, HMI Capital Management, L.P. held 286,711.00 shares of LPL Financial Holdings Inc(LPLA), totaling $93.79 Mil. This investment constitutes 5.11% of their stock portfolio, and HMI Capital Management, L.P. now holds 0.36% of the outstanding LPL Financial Holdings Inc(LPLA) stock.

The initial trade took place in 2014Q1. And since then HMI Capital Management, L.P. has made 11 purchases of LPLA, at an average price of $98.64, for a total of 2.71 Mil shares. In addition, there have been 5 sales at an average price of $107.44 for 2.43 Mil shares. Based on historical transaction data and LPLA's current price of $393.31, HMI Capital Management, L.P.'s estimated gain on his LPLA holdings is $105.83 Mil, reflecting a 39.54% gain to date.

HMI Capital Management, L.P. LPLA ($393.31) Holding Chart

HMI Capital Management, L.P. LPLA ($393.31) 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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