John Armitage's LPLA Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 832.5K shares of LPL Financial Holdings Inc. (LPLA) worth $0, representing 0.00% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, John Armitage has maintained a strategic position in LPLA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 613.6K shares. Largest reduction occurred in Q4 2024, reducing 762.0K shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's LPL Financial Holdings (LPLA) Holding Value Over Time
Track share changes against reported price movement
Quarterly LPL Financial Holdings (LPLA) Trades by John Armitage
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2022 | +799,461 | New Buy | 799,461 | $182.68 |
| Q2 2022 | +311,849 | Add 39.01% | 1.11 M | $184.48 |
| Q3 2022 | +103,214 | Add 9.29% | 1.21 M | $218.48 |
| Q4 2022 | +13,720 | Add 1.13% | 1.23 M | $216.17 |
| Q1 2023 | -208,517 | Reduce 16.98% | 1.02 M | $202.40 |
| Q2 2023 | -1.02 M | Sold Out | 1.02 M | $0.00 |
| Q4 2024 | +257,710 | New Buy | 257,710 | $326.51 |
| Q1 2025 | +613,555 | Add 238.08% | 871,265 | $327.14 |
| Q2 2025 | -38,749 | Reduce 4.45% | 832,516 | $374.97 |
| Q3 2025 | -832,516 | Sold Out | 832,516 | $0.00 |
John Armitage's LPL Financial Holdings Investment FAQs
John Armitage first purchased LPL Financial Holdings Inc. (LPLA) in Q1 2022, acquiring 799,461 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held LPL Financial Holdings Inc. (LPLA) for 15 quarters since Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q1 2022, adding 799,461 shares worth $146.05 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 832,516 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $0. 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 0.00% of John Armitage'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.
John Armitage's peak holding in LPL Financial Holdings Inc. (LPLA) was 1,228,244 shares, as reported at the end of Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.