Wellington Management Group LLP Lpl Financial Holdings Inc. Transaction History
Wellington Management Group LLP
- $529 Billion
- Q2 2025
A detailed history of Wellington Management Group LLP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Wellington Management Group LLP holds 329,616 shares of LPLA stock, worth $123 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
329,616
Previous 658,593
49.95%
Holding current value
$123 Million
Previous $215 Million
42.63%
% of portfolio
0.02%
Previous 0.04%
Shares
21 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...