Logan Capital Management Inc Lpl Financial Holdings Inc. Transaction History
Logan Capital Management Inc
- $2.05 Billion
- Q2 2025
A detailed history of Logan Capital Management Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Logan Capital Management Inc holds 34,545 shares of LPLA stock, worth $11.7 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
34,545
Previous 40,276
14.23%
Holding current value
$11.7 Million
Previous $13.2 Million
1.69%
% of portfolio
0.63%
Previous 0.63%
Shares
19 transactions
Others Institutions Holding LPLA
# of Institutions
870Shares Held
79.3MCall 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...