Louis Moore Bacon's LPLA Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 55,840 shares of LPL Financial Holdings Inc. (LPLA) worth $15.73 M, representing 0.23% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Louis Moore Bacon has maintained a strategic position in LPLA, demonstrating sustained confidence in this 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 |
|---|---|---|---|---|
| Q2 2026 | +55,840 | New Buy | 55,840 | $281.68 |
| Q1 2026 | -67,008 | Sold Out | 0 | $0.00 |
| 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 10 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 Q2 2026, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 55,840 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $15.73 M.
As of the Q2 2026 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 0.23% 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.