Ubs Group Ag Lpl Financial Holdings Inc. Transaction History
Ubs Group Ag
- $555 Billion
- Q2 2025
A detailed history of Ubs Group Ag transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ubs Group Ag holds 231,096 shares of LPLA stock, worth $86.3 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
231,096
Previous 210,355
9.86%
Holding current value
$86.3 Million
Previous $68.8 Million
25.92%
% of portfolio
0.02%
Previous 0.01%
Shares
34 transactions
Others Institutions Holding LPLA
# of Institutions
874Shares Held
79.1MCall Options Held
112KPut Options Held
203K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.98 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.98 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.37 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1.15 Billion0.59% of portfolio
-
Dodge & Cox San Francisco, CA2.7MShares$1.01 Billion0.61% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $29.8B
- 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...