Surgo Cap Partners LP Lpl Financial Holdings Inc. Transaction History
Surgo Cap Partners LP
- $1.94 Trillion
- Q4 2024
A detailed history of Surgo Cap Partners LP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Surgo Cap Partners LP holds 709,270 shares of LPLA stock, worth $265 Million. This represents 11.93% of its overall portfolio holdings.
Number of Shares
709,270
Previous 780,721
9.15%
Holding current value
$265 Million
Previous $182 Billion
27.51%
% of portfolio
11.93%
Previous 9.07%
Shares
5 transactions
Others Institutions Holding LPLA
# of Institutions
771Shares Held
70.2MCall Options Held
545KPut Options Held
525K-
Vanguard Group Inc Valley Forge, PA7.22MShares$2.7 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.98 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.91MShares$1.46 Billion1.64% of portfolio
-
Janus Henderson Group PLC London, X03.05MShares$1.14 Billion0.53% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.66MShares$995 Million2.09% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $29.8B
- Description
- LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...