S&P 500: 662.29 -0.6% NASDAQ 100: 593.72 -0.6% Dow Jones: 466.41 -0.2%

Louis Moore Bacon’s LPLA Holdings & Trades

First Buy
Q1 2023
Duration Held
8 Quarters
Largest Add
Q4 2024
+160,607 Shares
Current Position
67,008 Shares
$23.93 M Value

Louis Moore Bacon's LPLA Position Overview

Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 67,008 shares of LPL Financial Holdings Inc. (LPLA) worth $23.93 M, representing 0.34% of the portfolio. First purchased in 2023-Q1, this short-term holding has been held for 8 quarters.

Based on 13F filings, Louis Moore Bacon has maintained this position in LPLA for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 160,607 shares. Largest reduction occurred in Q3 2023, reducing 183,960 shares.

Analysis based on 13F filings available since 2013 Q2

Louis Moore Bacon's LPL Financial Holdings (LPLA) Holding Value Over Time

Track share changes against reported price movement

Quarterly LPL Financial Holdings (LPLA) Trades by Louis Moore Bacon

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +67,008 New Buy 67,008 $357.17
Q3 2025 -100,512 Sold Out 0 $0.00
Q2 2025 +72,616 Add 260.31% 100,512 $374.97
Q1 2025 -132,711 Reduce 82.63% 27,896 $327.14
Q4 2024 +160,607 New Buy 160,607 $326.51
Q3 2023 -183,960 Sold Out 0 $0.00
Q2 2023 +157,680 Add 600.00% 183,960 $217.43
Q1 2023 +26,280 New Buy 26,280 $202.40

Louis Moore Bacon's LPL Financial Holdings Investment FAQs

Louis Moore Bacon first purchased LPL Financial Holdings Inc. (LPLA) in Q1 2023, acquiring 26,280 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Louis Moore Bacon has held LPL Financial Holdings Inc. (LPLA) for 8 quarters since Q1 2023.

Louis Moore Bacon's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q4 2024, adding 160,607 shares worth $52.44 M.

According to the latest 13F filing for Q4 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 67,008 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $23.93 M.

As of the Q4 2025 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 0.34% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings.

Louis Moore Bacon's peak holding in LPL Financial Holdings Inc. (LPLA) was 183,960 shares, as reported at the end of Q2 2023.