Surgo Cap Partners LP Lpl Financial Holdings Inc. Transaction History
Surgo Cap Partners LP
- $2 Trillion
- Q3 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 780,721 shares of LPLA stock, worth $288 Million. This represents 9.07% of its overall portfolio holdings.
Number of Shares
780,721
Previous 546,841
42.77%
Holding current value
$288 Million
Previous $153 Billion
18.91%
% of portfolio
9.07%
Previous 8.93%
Shares
4 transactions
Others Institutions Holding LPLA
# of Institutions
735Shares Held
69.2MCall Options Held
647KPut Options Held
558K-
Vanguard Group Inc Valley Forge, PA7.28MShares$2.69 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.96 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.1MShares$1.14 Billion0.89% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.6MShares$961 Million1.39% of portfolio
-
Janus Henderson Group PLC London, X02.53MShares$933 Million0.31% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $29.4B
- 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...