Jefferies Group's LPLA Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 3,256 shares of LPL Financial Holdings Inc. (LPLA) worth $917,150, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in LPLA, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 10,266 shares. Largest reduction occurred in Q1 2025, reducing 15,400 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's LPL Financial Holdings (LPLA) Holding Value Over Time
Track share changes against reported price movement
Quarterly LPL Financial Holdings (LPLA) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +3,256 | New Buy | 3,256 | $281.68 |
| Q4 2025 | -8,881 | Sold Out | 0 | $0.00 |
| Q3 2025 | +8,000 | Add 908.06% | 8,881 | $332.69 |
| Q2 2025 | -1,119 | Reduce 55.95% | 881 | $374.97 |
| Q1 2025 | -15,400 | Reduce 88.51% | 2,000 | $327.14 |
| Q4 2024 | +10,266 | Add 143.90% | 17,400 | $326.51 |
| Q3 2024 | +3,392 | Add 90.65% | 7,134 | $232.63 |
| Q2 2024 | +3,742 | New Buy | 3,742 | $279.30 |
| Q4 2023 | -455 | Sold Out | 0 | $0.00 |
| Q3 2023 | -2,645 | Reduce 85.32% | 455 | $237.65 |
| Q2 2023 | -1,075 | Reduce 25.75% | 3,100 | $217.43 |
| Q1 2023 | -1,110 | Reduce 21.00% | 4,175 | $202.40 |
| Q4 2022 | +5,285 | New Buy | 5,285 | $216.17 |
Jefferies Group's LPL Financial Holdings Investment FAQs
Jefferies Group first purchased LPL Financial Holdings Inc. (LPLA) in Q4 2022, acquiring 5,285 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held LPL Financial Holdings Inc. (LPLA) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q4 2024, adding 17,400 shares worth $5.68 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 3,256 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $917,150.
As of the Q2 2026 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in LPL Financial Holdings Inc. (LPLA) was 17,400 shares, as reported at the end of Q4 2024.