Surgo Cap Partners LP Lpl Financial Holdings Inc. Transaction History
Surgo Cap Partners LP
- $2.65 Trillion
- Q2 2025
A detailed history of Surgo Cap Partners LP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Surgo Cap Partners LP holds 881,405 shares of LPLA stock, worth $298 Million. This represents 12.48% of its overall portfolio holdings.
Number of Shares
881,405
Previous 906,442
2.76%
Holding current value
$298 Million
Previous $297 Billion
11.45%
% of portfolio
12.48%
Previous 14.65%
Shares
7 transactions
Others Institutions Holding LPLA
# of Institutions
867Shares 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...