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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,107
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
4,088
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
4,080
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2024
Added 2.44%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
4,032
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 53.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,988
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
3,946
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
3,890
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2024
Reduced 23.41%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
3,882
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Added 145.85%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,796
shares
|
$1.22 Million
0.26% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,757
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
3,689
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 65.51%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,684
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.64%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
3,639
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 53.93%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
3,578
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
3,550
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,505
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.32%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
3,473
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2024
Reduced 32.47%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
3,472
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 49.4%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,411
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,403
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
3,393
shares
|
$1.09 Million
0.17% of portfolio
|
Q1 2023
Added 106.39%
|
|
|
New York State Teachers Retirement System
|
Oct 25, 2024 Q3 2024 |
3,371
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 96.79%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,370
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
3,361
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2023
Added 78.78%
|