Jefferies Group's LPLA Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 8.9K shares of LPL Financial Holdings Inc. (LPLA) worth $2.95 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 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 10.3K shares. Largest reduction occurred in Q1 2025, reducing 15.4K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +5,285 | New Buy | 5,285 | $216.17 |
| Q1 2023 | -1,110 | Reduce 21.00% | 4,175 | $202.40 |
| Q2 2023 | -1,075 | Reduce 25.75% | 3,100 | $217.43 |
| Q3 2023 | -2,645 | Reduce 85.32% | 455 | $237.65 |
| Q4 2023 | -455 | Sold Out | 455 | $0.00 |
| Q2 2024 | +3,742 | New Buy | 3,742 | $279.30 |
| Q3 2024 | +3,392 | Add 90.65% | 7,134 | $232.63 |
| Q4 2024 | +10,266 | Add 143.90% | 17,400 | $326.51 |
| Q1 2025 | -15,400 | Reduce 88.51% | 2,000 | $327.14 |
| Q2 2025 | -1,119 | Reduce 55.95% | 881 | $374.97 |
| Q3 2025 | +8,000 | Add 908.06% | 8,881 | $332.69 |
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 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q4 2024, adding 17,400 shares worth $5.68 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 8,881 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $2.95 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in LPL Financial Holdings Inc. (LPLA) was 17,400 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.