$LPLA:NASDAQ · LPL FINL HLDGS INC
LPL Financial operates a platform supporting independent financial advisors and institutions, providing brokerage, advisory, clearing, technology, and custody services for wealth management.
4 tracked filer(s) hold this · 1 opened, 0 added, 2 trimmed in 31-DEC-2025
Aggregate 13FScore 48 — mean of 3 scored holder(s) · buyers (new/add) avg 55. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Louis Bacon / Moore | 55 | New buy | 67,008 | $23,933,247 | 0.3% |
| SurgoCap Partners LP (auto-surfaced) | — | Holds (flat) | 995,000 | $355,384,150 | 9.8% |
| Daniel Loeb / Third Point | 39 | Trimmed -14% | 510,000 | $182,156,700 | 2.5% |
| Bridgewater | 49 | Trimmed -43% | 118,294 | $42,251,068 | 0.2% |
Beyond 13F — activists, insiders, politicians & research
11 disclosed trade(s) by 2 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-06-11 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2026-06-05 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2026-05-19 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2026-05-12 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2026-05-07 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2026-05-01 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2026-04-06 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2026-03-27 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2025-12-10 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2025-04-02 | Valerie Hoyle OR04 | SELL | $1,001 - $15,000 | PTR |
3 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | SHORT |