Ron Baron's LPL Financial Holdings Inc Holding Summary
As of 2026-03-31, Baron Funds held 121,778.00 shares of LPL Financial Holdings Inc(LPLA), totaling $36.63 Mil. This investment constitutes 0.11% of their stock portfolio, and Baron Funds now holds 0.15% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2021Q4. And since then Ron Baron has made 13 purchases of LPLA, at an average price of $273.86, for a total of 300,946.00 shares. In addition, there have been 5 sales at an average price of $293.74 for 179,168.00 shares. Based on historical transaction data and LPLA's current price of $362.63, Ron Baron's estimated gain on his LPLA holdings is $14.37 Mil, reflecting a 17.44% gain to date.
Ron Baron LPLA ($362.63) Holding Chart
Ron Baron LPLA ($362.63) 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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