O'Shaughnessy Asset Management, LLC Lpl Financial Holdings Inc. Transaction History
O'Shaughnessy Asset Management, LLC
- $14.2 Billion
- Q2 2025
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 14,626 shares of LPLA stock, worth $4.61 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,626
Previous 14,704
0.53%
Holding current value
$4.61 Million
Previous $4.81 Million
14.01%
% of portfolio
0.04%
Previous 0.04%
Shares
26 transactions
Others Institutions Holding LPLA
# of Institutions
877Shares Held
79.1MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.52 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.67 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.16 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$970 Million0.59% of portfolio
-
Dodge & Cox San Francisco, CA2.7MShares$852 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 $25.1B
- 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...