Ubs Asset Management Americas Inc Lpl Financial Holdings Inc. Transaction History
Ubs Asset Management Americas Inc
- $381 Billion
- Q3 2024
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 615,237 shares of LPLA stock, worth $194 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
615,237
Previous 655,451
6.14%
Holding current value
$194 Million
Previous $183 Million
21.79%
% of portfolio
0.04%
Previous 0.05%
Shares
28 transactions
Others Institutions Holding LPLA
# of Institutions
702Shares Held
68.6MCall Options Held
605KPut Options Held
519K-
Vanguard Group Inc Valley Forge, PA7.28MShares$2.29 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.67 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.1MShares$975 Million0.89% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.6MShares$819 Million1.39% of portfolio
-
Janus Henderson Group PLC London, X02.53MShares$795 Million0.31% 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...