Surgo Cap Partners LP Lpl Financial Holdings Inc. Transaction History
Surgo Cap Partners LP
- $1.71 Trillion
- Q2 2024
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 546,841 shares of LPLA stock, worth $126 Million. This represents 8.93% of its overall portfolio holdings.
Number of Shares
546,841
Previous 521,931
4.77%
Holding current value
$126 Million
Previous $138 Billion
10.76%
% of portfolio
8.93%
Previous 7.4%
Shares
3 transactions
Others Institutions Holding LPLA
# of Institutions
723Shares Held
69.3MCall Options Held
110KPut Options Held
134K-
Vanguard Group Inc Valley Forge, PA7.19MShares$1.66 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.23 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.59MShares$598 Million1.81% of portfolio
-
Janus Henderson Group PLC London, X02.54MShares$587 Million0.39% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD2.1MShares$485 Million0.07% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $18.4B
- 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...