Epoch Investment Partners, Inc. Lpl Financial Holdings Inc. Transaction History
Epoch Investment Partners, Inc.
- $21.7 Billion
- Q3 2024
A detailed history of Epoch Investment Partners, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Epoch Investment Partners, Inc. holds 700,034 shares of LPLA stock, worth $231 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
700,034
Previous 646,340
8.31%
Holding current value
$231 Million
Previous $181 Million
9.75%
% of portfolio
0.75%
Previous 0.85%
Shares
17 transactions
Others Institutions Holding LPLA
# of Institutions
703Shares Held
68.6MCall Options Held
647KPut Options Held
549K-
Vanguard Group Inc Valley Forge, PA7.28MShares$2.4 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.75 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.1MShares$1.02 Billion0.89% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.6MShares$858 Million1.39% of portfolio
-
Janus Henderson Group PLC London, X02.53MShares$834 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 $26.3B
- 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...