Dodge & Cox Lpl Financial Holdings Inc. Transaction History
Dodge & Cox
- $166 Billion
- Q2 2025
A detailed history of Dodge & Cox transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Dodge & Cox holds 2,701,709 shares of LPLA stock, worth $910 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
2,701,709
Previous 1,523,460
77.34%
Holding current value
$910 Million
Previous $498 Million
103.27%
% of portfolio
0.61%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding LPLA
# of Institutions
877Shares Held
79.1MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.69 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
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.56MShares$861 Million2.41% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $26.9B
- 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...