Ron Baron's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, Baron Funds held 165,251.00 shares of LPL Financial Holdings Inc(LPLA), totaling $54.06 Mil. This investment constitutes 0.16% of their stock portfolio, and Baron Funds now holds 0.21% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2021Q4. And since then Ron Baron has made 12 purchases of LPLA, at an average price of $255.98, for a total of 243,718.00 shares. In addition, there have been 2 sales at an average price of $227.30 for 78,467.00 shares. Based on historical transaction data and LPLA's current price of $374.97, Ron Baron's estimated gain on his LPLA holdings is $17.41 Mil, reflecting a 27.91% gain to date.
Ron Baron LPLA ($374.97) Holding Chart
Ron Baron LPLA ($374.97) 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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