Sector: financefintech
Conviction from: NASDAQ
52-week range: 260.15400.16
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 · 2 opened, 2 added, 0 trimmed in 30-JUN-2026
Aggregate 13FScore 62 — mean of 4 scored holder(s) · buyers (new/add) avg 62. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Louis Bacon / Moore | 53 | New buy | 55,840 | $15,729,011 | 0.2% |
| Bridgewater | 56 | New buy | 6,900 | $1,943,592 | 0.0% |
| Steve Cohen / Point72 | 76 | Added +888% | 507,345 | $142,908,940 | 0.2% |
| Paul Tudor Jones / Tudor | 63 | Added +615% | 10,732 | $3,022,990 | 0.0% |
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 |
|---|
| #132 — Agentic Reality: The Ramifications of Agentic Consumer Adoption | 2026-09-22 | SHORT |
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | SHORT |