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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
3,318
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
3,300
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2024
Added 17.86%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,253
shares
|
$1.07 Million
0.44% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
3,243
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2022
Added 17.12%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
3,219
shares
|
$1.06 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
3,178
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
3,161
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 59.81%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
3,161
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2024
Added 2.53%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
3,030
shares
|
$998,081
0.02% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,000
shares
|
$988,199
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,995
shares
|
$986,552
0.02% of portfolio
|
Q3 2024
Reduced 39.87%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
2,980
shares
|
$981,611
0.0% of portfolio
|
Q3 2024
Reduced 25.5%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
2,978
shares
|
$980,953
0.05% of portfolio
|
Q3 2024
Added 116.9%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,859
shares
|
$941,754
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
2,822
shares
|
$929,566
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
2,807
shares
|
$924,625
0.02% of portfolio
|
Q3 2024
Added 63.67%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
2,786
shares
|
$917,708
0.02% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
2,749
shares
|
$905,520
0.0% of portfolio
|
Q3 2024
Reduced 68.79%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
2,747
shares
|
$904,861
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
2,721
shares
|
$896,297
0.06% of portfolio
|
Q3 2024
Added 39.4%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,708
shares
|
$892,015
0.0% of portfolio
|
Q3 2024
Reduced 95.01%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,705
shares
|
$891,026
0.01% of portfolio
|
Q3 2022
Reduced 86.48%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
2,676
shares
|
$881,474
0.01% of portfolio
|
Q3 2024
Reduced 56.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,642
shares
|
$870,274
0.01% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
2,592
shares
|
$853,804
0.0% of portfolio
|
Q3 2024
Reduced 42.21%
|