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 |
|---|---|---|---|---|---|
|
Future Fund LLC
Chicago, IL |
Nov 05, 2024 Q3 2024 |
5,190
shares
|
$1.67 Million
3.55% of portfolio
|
Q3 2024
Added 20.92%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
5,157
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
5,150
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,081
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 27.86%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
4,887
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
4,835
shares
|
$1.56 Million
0.19% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
4,788
shares
|
$1.54 Million
0.11% of portfolio
|
Q3 2024
Added 42.16%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,781
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 1335.74%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
4,702
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
Added 25.39%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
4,693
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,649
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2022
Added 49.58%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,488
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
4,455
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
4,427
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
4,388
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,387
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2024
Added 45.55%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
4,353
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 95.54%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,349
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2023
Added 12.76%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
4,253
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
4,206
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2024
Added 15.87%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,181
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,177
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Added 17.83%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
4,138
shares
|
$1.33 Million
0.2% of portfolio
|
Q3 2024
New holding
|