Number of Shares
2.68 Mil
Current Holdings Value*
$877.26 Mil
% of Portfolio
2.15%
Total Estimate Gain
$674.84 Mil
% of Total Estimate Gain
124.74%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC's LPL Financial Holdings Inc Holding Summary

As of 2025-03-31, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC held 2.68 Mil shares of LPL Financial Holdings Inc(LPLA), totaling $877.26 Mil. This investment constitutes 2.15% of their stock portfolio, and KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC now holds 3.35% of the outstanding LPL Financial Holdings Inc(LPLA) stock.

The initial trade took place in 2021Q1. And since then KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC has made 15 purchases of LPLA, at an average price of $160.49, for a total of 3.37 Mil shares. In addition, there have been 2 sales at an average price of $233.75 for 689,328.00 shares. Based on historical transaction data and LPLA's current price of $393.31, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC's estimated gain on his LPLA holdings is $674.84 Mil, reflecting a 124.74% gain to date.

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC LPLA ($393.31) Holding Chart

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 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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