Ubs Asset Management Americas Inc Lpl Financial Holdings Inc. Transaction History
Ubs Asset Management Americas Inc
- $379 Billion
- Q1 2025
A detailed history of Ubs Asset Management Americas Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ubs Asset Management Americas Inc holds 607,561 shares of LPLA stock, worth $242 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
607,561
Previous 581,645
4.46%
Holding current value
$242 Million
Previous $190 Million
4.66%
% of portfolio
0.05%
Previous 0.05%
Shares
30 transactions
Others Institutions Holding LPLA
# of Institutions
879Shares Held
76.1MCall Options Held
193KPut Options Held
360K-
Vanguard Group Inc Valley Forge, PA7.37MShares$2.94 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$2.12 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.51MShares$1.4 Billion1.48% of portfolio
-
Janus Henderson Group PLC London, X03.07MShares$1.22 Billion0.58% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.68MShares$1.07 Billion2.23% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $31.8B
- 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...