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 $22.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Candriam S.C.A.
|
Nov 13, 2024 Q3 2024 |
6,339
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.84%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
6,244
shares
|
$2.06 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,241
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
6,227
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.93%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
6,212
shares
|
$2.05 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Nov 05, 2024 Q3 2024 |
6,131
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2024
Added 4.46%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
6,122
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,118
shares
|
$2.02 Million
0.04% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
6,111
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2024
Added 112.48%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
6,027
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2024
Added 800.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,014
shares
|
$1.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
6,000
shares
|
$1.98 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,958
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
5,900
shares
|
$1.94 Million
0.79% of portfolio
|
Q1 2024
Added 2.9%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
5,809
shares
|
$1.91 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,778
shares
|
$1.9 Million
0.02% of portfolio
|
Q4 2022
Reduced 2.48%
|
|
|
Yorktown Management & Research CO Inc
|
Oct 25, 2024 Q3 2024 |
5,690
shares
|
$1.87 Million
1.42% of portfolio
|
Q4 2023
Reduced 28.79%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
5,659
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Added 61.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
5,649
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
5,605
shares
|
$1.85 Million
0.19% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
5,593
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
5,578
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 15.11%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
5,524
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
5,301
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
5,275
shares
|
$1.74 Million
0.13% of portfolio
|
Q2 2024
New holding
|