Ceredex Value Advisors LLC Lpl Financial Holdings Inc. Transaction History
Ceredex Value Advisors LLC
- $4.47 Billion
- Q2 2025
A detailed history of Ceredex Value Advisors LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ceredex Value Advisors LLC holds 71,550 shares of LPLA stock, worth $24.2 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
71,550
Previous 93,875
23.78%
Holding current value
$24.2 Million
Previous $30.7 Million
12.64%
% of portfolio
0.6%
Previous 0.7%
Shares
5 transactions
Others Institutions Holding LPLA
# of Institutions
868Shares Held
79.5MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.7 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.79 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.24 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1.04 Billion0.59% of portfolio
-
Dodge & Cox San Francisco, CA2.7MShares$914 Million0.61% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $27B
- 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...