LPLA

LPL Financial Holdings Inc. LPLA

Bénéficiaire Individuel

Déclarant Citoyenneté ou lieu d'organisation Pouvoir de vote unique Pouvoir de vote partagé Pouvoir de disposition unique Pouvoir de disposition partagé Montant en propriété effective Pourcentage détenu Date d'achat
(1) BlackRock, Inc. Delaware 0 0 4754611 0 4754611 6.4 % 22/10/2024
(1) BlackRock, Inc. Delaware 5696572 0 6292224 0 6292224 7.9 % 03/02/2023
84-1202943 Massachusetts 0 4111220 0 4111220 4111220 5.1 % 10/02/2022
EIN #00-0000000 Jersey, Channel Islands 0 8049630 0 8049630 8049630 10 % 10/02/2022
The Vanguard Group - 23-1945930 Pennsylvania For 0 47338 6800287 117795 6918082 8.63 % 10/02/2022
Wellington Group Holdings LLP Massachusetts 0 3006266 0 0 3325880 4.15 % 04/02/2022
Wellington Management Group LLP Massachusetts 0 3006266 0 0 3325880 4.15 % 04/02/2022
Wellington Investment Advisors Holdings LLP Massachusetts 0 3006266 0 0 3325880 4.15 % 04/02/2022
84-1202943 Massachusetts 0 4111220 0 4111220 4111220 5.2 % 11/02/2021
EIN #00-0000000 Jersey, Channel Islands 0 8118279 0 8118279 8118279 10.2 % 11/02/2021
The Vanguard Group - 23-1945930 Pennsylvania 0 52516 7578289 116221 7694510 9.7 % 10/02/2021
Wellington Management Group LLP Massachusetts 0 5334219 0 0 5751941 7.25 % 04/02/2021
Wellington Group Holdings LLP Massachusetts 0 5334219 0 0 5751941 7.25 % 04/02/2021
Wellington Management Company LLP Massachusetts 0 4461906 0 0 4587206 5.79 % 04/02/2021
Wellington Investment Advisors Holdings LLP Massachusetts 0 5334219 0 0 5751941 7.25 % 04/02/2021
The Vanguard Group - 23-1945930 Pennsylvania 46747 14621 9357845 50505 9408350 11.63 % 11/02/2020
San Francisco Partners, L.P. Delaware 0 0 0 0 0 0 % 14/12/2018
SPO Advisory Partners, L.P. Delaware 0 0 0 0 0 0 % 14/12/2018
SPO Partners II, L.P. Delaware 0 0 0 0 0 0 % 14/12/2018
SF Advisory Partners, L.P. Delaware 0 0 0 0 0 0 % 14/12/2018
Phoebe Snow Foundation, Inc. Delaware 0 0 0 0 0 0 % 14/12/2018
Ronak R. Gandhi Delaware 120 0 120 0 120 0.1 % 14/12/2018
John H. Scully Delaware 0 0 0 0 0 0 % 14/12/2018
SPO Advisory Corp. Delaware 0 0 0 0 0 0 % 14/12/2018
Eli J. Weinberg Delaware 0 0 0 0 0 0 % 14/12/2018
Andrew Raab Delaware, United States 0 0 0 0 0 0 % 14/02/2018
Bob Peck Delaware, United States 0 0 0 0 0 0 % 14/02/2018
FPR Partners, LLC Delaware, United States 0 0 0 0 0 0 % 14/02/2018
Fairview Capital Investment Management, LLC California 0 3453803 0 3453803 3453803 11 % 09/02/2018
PERSON Janus Henderson Group plc EIN #00-0000000 Jersey, Channel Islands 0 9197324 0 9197324 9197324 11 % 12/06/2017
Fairview Capital California 0 4660273 0 4660273 4660273 5.2 % 14/02/2017
Andrew F. Mathieson U.S.A. 6200 4660273 6200 4660273 4666473 5.2 % 14/02/2017
Fairview Capital Investment Management, LLC California 0 4660273 0 4660273 4660273 5.2 % 14/02/2017
Scott W. Clark U.S.A. 0 4660273 0 4660273 4660273 5.2 % 14/02/2017
FIRST PACIFIC ADVISORS, LLC DELAWARE 0 420520 0 4586490 4586490 5.1 % 14/02/2017
FPR Partners, LLC Delaware United States 0 7971736 0 7971736 7971736 8.9 % 14/02/2017
Andrew Raab Delaware United States 0 7971736 0 7971736 7971736 8.9 % 14/02/2017
Bob Peck Delaware United States 0 7971736 0 7971736 7971736 8.9 % 14/02/2017
TPG Group Holdings (SBS) Advisors, Inc. Delaware 0 3074476 0 3074476 3074476 3.4 % 13/02/2017
Peter Mathieson U.S.A. 1900 993362 1900 993362 995262 1.1 % 15/04/2016
Fairview Capital California 0 5532462 0 5532462 5532462 6.2 % 15/04/2016
Andrew F. Mathieson U.S.A. 6800 5532462 6800 5532462 5539262 6.2 % 15/04/2016
Scott W. Clark U.S.A. 0 5532462 0 5532462 5532462 6.2 % 15/04/2016
Ramsey Jishi U.S.A. 7150 5532462 7150 5532462 5539612 6.2 % 15/04/2016
Darlington Partners, L.P. Delaware 0 4539100 0 4539100 4539100 5.1 % 15/04/2016
Fairview Capital Investment Management, LLC California 0 5532462 0 5532462 5532462 6.2 % 15/04/2016
David Bonderman Delaware 0 8775973 0 0 8775973 9.8 % 16/02/2016
TPG Group Holdings (SBS) Advisors, Inc. Delaware 0 8567572 0 0 8567572 9.6 % 16/02/2016
James G. Coulter Delaware 0 8585881 0 0 8585881 9.6 % 16/02/2016
FPR Partners, LLC Delaware, United States 0 0 0 0 11826707 12.4 % 16/02/2016
Bob Peck Delaware, United States 0 0 0 0 11826707 12.4 % 16/02/2016
Andrew Raab Delaware, United States 0 0 0 0 11826707 12.4 % 16/02/2016
MARCATO INTERNATIONAL MASTER FUND, LTD. CAYMAN ISLANDS 0 3206502 0 10 3206502 3.6 % 14/01/2016
MARCATO, L.P. DELAWARE 0 1097245 0 10 1097245 1.2 % 14/01/2016
RICHARD T. MCGUIRE III UNITED STATES OF AMERICA 0 4388985 0 10 4388985 4.9 % 14/01/2016
MARCATO II, L.P. DELAWARE 0 85238 0 10 85238 0.1 % 14/01/2016
MARCATO CAPITAL MANAGEMENT LP DELAWARE 0 4388985 0 10 4388985 4.9 % 14/01/2016
Lone Pine Capital LLC Delaware 0 0 0 0 0 0 % 17/02/2015
Stephen F. Mandel, Jr. Delaware 0 0 0 0 0 0 % 17/02/2015
G. Coulter States 0 12905418 0 0 12905418 13.1 % 13/02/2015
David Bonderman United States 0 13095510 0 0 13095510 13.3 % 13/02/2015
TPG Group Holdings (SBS) Advisors, Inc. Delaware 0 12887109 0 0 12887109 13 % 13/02/2015
Sparinvest Fondsmaeglerselskab A/S Delaware 5200800 0 5200800 0 2727679 4.69 % 22/12/2014
TPG Group Holdings (SBS) Advisors, Inc. Delaware 0 16710185 0 0 16710185 16.4 % 14/02/2014
( Delaware 0 16710185 0 0 16710185 16.4 % 14/02/2014
James G. Coulter Delaware 0 16710185 0 0 16710185 16.4 % 14/02/2014
FPR Partners, LLC Delaware, United States 7660702 0 7660702 0 7660702 7.5 % 14/02/2014
04-2683227 Massachusetts 0 7545697 0 0 8367705 8.23 % 14/02/2014
10. Delaware 0 0 0 0 0 0 % 12/02/2014
10. Delaware 0 0 0 0 0 0 % 12/02/2014
10. Delaware 0 0 0 0 0 0 % 12/02/2014
10. Delaware 0 0 0 0 0 0 % 12/02/2014
10. Delaware 0 0 0 0 0 0 % 12/02/2014
10. Delaware 1513 0 1513 0 0 0 % 12/02/2014
Stephen F. Mandel, Jr. United States of America 0 6518366 0 0 6518366 6.4 % 07/02/2014
Lone Pine Capital LLC Delaware 0 6518366 0 0 6518366 6.4 % 07/02/2014
James G. Coulter United States 0 26960185 0 0 26960185 24.8 % 14/02/2013
David Bonderman United States 0 26960185 0 0 26960185 24.8 % 14/02/2013
TPG Group Holdings (SBS) Advisors, Inc. Delaware 0 26960185 0 0 26960185 24.8 % 14/02/2013
Hellman & Friedman LP Delaware 9850 0 9850 0 9850 0 % 11/02/2013
Hellman & Friedman Capital Partners V, L.P. Delaware 16592376 0 16592376 0 16592376 15.6 % 11/02/2013
Hellman & Friedman Investors V, L.P. Delaware 18862693 0 18862693 0 18862693 17.7 % 11/02/2013
Hellman & Friedman LLC Delaware 18881979 0 18881979 0 18881979 17.8 % 11/02/2013
Hellman & Friedman Capital Partners V (Parallel), L.P. Delaware 2270317 0 2270317 0 2270317 2.1 % 11/02/2013
Hellman & Friedman Capital Associates V, L.P. Delaware 9436 0 9436 0 9436 0 % 11/02/2013

Senat trading

Bureau Date de la transaction Date de réception Type Montant Commentaire
Markwayne Mullin 2025-05-13 2025-06-11 Purchase $15,001 - $50,000
Markwayne Mullin 2025-05-13 2025-06-10 Purchase $15,001 - $50,000 MFI67
Markwayne Mullin 2025-02-13 2025-02-26 Purchase $50,001 - $100,000 MFI67

Senat Divulgation

Représentant Date de la transaction Date de divulgation Type Montant District
Gilbert Cisneros 2025-12-10 2026-01-13 Purchase $1,001 - $15,000 CA31
Valerie Hoyle 2025-03-03 2025-09-12 Purchase $1,001 - $15,000 OR04
Michael McCaul 2025-03-17 2025-04-18 Sale $50,001 - $100,000 TX10
John James 2024-07-18 2024-09-02 Sale (Full) $1,001 - $15,000 MI10
John James 2023-11-10 2024-09-02 Purchase $1,001 - $15,000 MI10
Susie Lee 2023-04-20 2023-05-12 Sale (Full) $15,001 - $50,000 NV03
Ro Khanna 2023-04-10 2023-05-08 Sale $1,001 - $15,000 CA17
Diana Harshbarger 2023-01-06 2023-01-30 Sale $1,001 - $15,000 TN01
Diana Harshbarger 2022-11-14 2022-11-29 Sale $1,001 - $15,000 TN01
Diana Harshbarger 2022-10-24 2022-11-29 Sale $1,001 - $15,000 TN01
Ro Khanna 2022-05-23 2022-06-10 Purchase $1,001 - $15,000 CA17
Diana Harshbarger 2022-01-21 2022-02-28 Purchase $1,001 - $15,000 TN01
Diana Harshbarger 2022-01-21 2022-02-28 Purchase $1,001 - $15,000 TN01
Diana Harshbarger 2022-01-21 2022-02-28 Purchase $1,001 - $15,000 TN01
Ro Khanna 2022-01-21 2022-02-08 Purchase $1,001 - $15,000 CA17
Susie Lee 2021-06-15 2021-07-13 Purchase $1,001 - $15,000 NV03
Sara Jacobs 2021-04-09 2021-05-28 Sale (Full) $15,001 - $50,000 CA53
Sara Jacobs 2021-02-19 2021-03-12 Purchase $15,001 - $50,000 CA53
Susie Lee 2020-10-19 2020-12-08 Purchase $1,001 - $15,000 NV03
Susie Lee 2020-09-28 2020-10-24 Purchase $1,001 - $15,000 NV03