Institutional Ownership Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA). We have compiled data on the 703 institutions that hold shares in the stock, with a total of 68.6 Million shares, which have been reported (via 13F filing form) to have a value of $22.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
13,002
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2024
Added 68.9%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
12,986
shares
|
$4.18 Million
0.65% of portfolio
|
Q2 2023
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,908
shares
|
$4.16 Million
0.0% of portfolio
|
Q3 2024
Added 25209.8%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
12,852
shares
|
$4.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.72%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,826
shares
|
$4.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,783
shares
|
$4.12 Million
0.0% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
12,746
shares
|
$4.1 Million
0.13% of portfolio
|
Q1 2024
Added 24.67%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
12,703
shares
|
$4.09 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,594
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
12,572
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.78%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12,512
shares
|
$4.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 53.02%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 14, 2024 Q3 2024 |
12,466
shares
|
$4.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
12,409
shares
|
$4 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.48%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
12,332
shares
|
$3.97 Million
0.08% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
12,317
shares
|
$3.97 Million
0.03% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
12,079
shares
|
$3.89 Million
0.08% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Tredje Ap Fonden
|
Nov 08, 2024 Q3 2024 |
11,889
shares
|
$3.83 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
11,867
shares
|
$3.82 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,599
shares
|
$3.74 Million
0.0% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
11,400
shares
|
$3.67 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
11,320
shares
|
$3.65 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,319
shares
|
$3.65 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tt International Asset Management LTD
London, X0 |
Nov 18, 2024 Q3 2024 |
11,266
shares
|
$3.63 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
11,236
shares
|
$3.62 Million
0.24% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
11,046
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2024
Added 164.2%
|